Investment Strategies

 

 

AGF Real Assets Strategies

Overview

Real assets have become a mainstay in institutional investor portfolios as investors seek to balance long-term objectives with short-term market moves. Exposure to real assets has become an increasingly important method for investors to generate yields competitive with other fixed-income alternatives with the potential for long-term stability with protection from inflation. Real Assets historically provide low correlation to public financial markets and with one another, which makes them appealing to institutional portfolios who can match real assets with the long-term liabilities of their portfolios in a slow global economic growth environment.

At AGF, we adhere to a consistent, disciplined philosophy and approach to real assets investing to offer the potential for enhanced returns, reduced volatility and additional tail protection, if appropriate. We invest with companies who have particular asset-type and operational expertise across the natural resources and precious metals sub-classes. Our team based approach encourages collaboration across teams and the sharing of proprietary firm research across our traditional and alternative platforms. We utilize our collective network and experience to properly construct real asset portfolios and actively manage post-investment to maximize returns. We continually monitor risk at all stages of portfolio construction and monitor the market to ensure we are prepared for change as markets evolve.

Featured Strategies

Investment Stewardship

Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

AGF is a signatory to the United Nations-supported Principles for Responsible Investment (PRI) as a sustaining member of the Responsible Investment Association.

Read more about AGF's commitment to responsible investment.

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