AGF Elements Portfolios
The paradigm of globalism vs. populism is bringing changes to the market environment and increasing uncertainty. Canadians are exposed to these trends, regardless of where they invest. The key is to invest with professionals who possess the global experience needed to understand these developments and adjust accordingly.
AGF Asset Allocation Committee
AGF’s Asset Allocation Committee (AAC) consists of senior investment professionals who provide ongoing asset allocation and risk management oversight to AGF Elements Portfolios. The AAC determines the Portfolios’ long-term strategic and shorter-term tactical allocations with a focus on downside protection.
Each member provides their outlook for their respective asset class, including both return drivers and risks to their forecasts. These outlooks are combined to arrive at a final asset allocation view, which are then distilled into AGF Elements Portfolios through an asset allocation framework with the objective of providing diversification and capturing opportunities from around the world.
Three Step Process to Increase Consistency and Optimize Returns
- Full Committee formally meets quarterly
- Detailed review of capital markets and economic environment
- Incorporate qualitative views from AGF managers and analysts
- Forecasts established
- Forecasts incorporated into a reverse-optimization process
- Target asset mix determined
- Asset mix reflected in fund selection
- Adherence to investment policy statement
- Ongoing monitoring of capital markets and portfolio
- Analysis of underlying funds
- Monitor asset class signals