AGF Elements brings Wilshire Associates* – a leading global investment services firm – to the Canadian marketplace. AGF selected Wilshire to build the AGF Elements portfolios and provide ongoing and exclusive due diligence.

Wilshire Associates were chosen for their exceptional reputation in the institutional space and their experience in the fund-of-fund arena in the U.S. and the U.K. They consult on more than US$500 billion in assets for some of the world’s largest endowments, foundations and pension plans.

State-of-the-art Portfolio Construction and Monitoring
Wilshire’s goal is to build portfolios that deliver the highest returns for a given level of risk. What sets them apart from their peers is their exacting technique for finding the optimal risk/reward relationship for a given portfolio.

Dynamic Asset Allocation
Wilshire applies dynamic asset allocation to regularly assess weightings both at the asset class level and at the fund level. Using this two-pronged approach, Wilshire is able to fine-tune the portfolios to capitalize on specific market opportunities.

*Wilshire Associates is a leading global investment technology, consulting and management firm that provides its Fund Management Consulting services to AGF Investments Inc.