Now Asset Management is a registered investment advisor that provides discretionary investment management services primarily to institutional investors, private investment funds, family offices, and other sophisticated clients. Now Asset Management employs a core discretionary global macro investment approach combined with systematic investment strategies. The firm's strategy integrates top-down macroeconomic views with model-informed analysis across multiple asset classes, including equities, exchange-traded funds, fixed income securities, currencies, and commodities. Now Asset Management utilizes both cash securities and derivative instruments, such as swaps, futures, and forward contracts, and may employ leverage and short selling. Client portfolios are actively managed on a discretionary basis according to customized investment mandates agreed upon with each client. The firm does not offer wrap fee programs or financial planning services for individual retail investors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees are typically up to 1.5% annually and are negotiable. Incentive fees generally range from 15% to 50% of net profits, subject to a high-water mark or similar loss carryforward provision.