Strategic asset allocation can be a strong determinant of investment results over the long term, significantly more so than stock selection and timing the markets. Actively managed solutions like AGF Elements can provide broad-scope coverage and reallocate to take advantage of changing opportunities.
Source: “Determinants of Portfolio Performance,” published in the Financial Analysts Journal (July-August 1986) by Gary P. Brinson, L. Randolph Hood, and Gilbert Beebower. Based on an evaluation of three asset classes, S&P 500, Shearson Lehman Government/Corporate Bond Index and 30-day Treasury bills.
The AGF Asset Allocation Committee (AAC) provides asset allocation recommendations and oversight of AGF Elements portfolios. Established in 2009, AAC includes senior members of AGF’s investment management team who each have a supporting team and local market experience. Each quarter, the AAC meets to:
Each AGF Elements portfolio is then actively rebalanced to ensure optimal positioning in an ever-changing economic environment, aiming to maximize returns while taking on an appropriate amount of risk.