Gain peace of mind knowing your investments are expertly constructed and regularly rebalanced to manage risk.
Wilshire Associates, a leading global investment services firm, provides ongoing and independent monitoring of the AGF Elements portfolios. Using sophisticated techniques typically only available to the largest institutions, Wilshire® actively monitors the risk/return profile of each AGF Elements portfolio and recommends the asset mix to maintain and control the risk exposures each quarter. Access to this innovative global leader is exclusively available to Canadian investors through AGF’s strategic partnership with Wilshire.
The underlying funds that comprise the Elements portfolios are continually monitored by AGF and Wilshire to ensure that they maintain their established investment discipline and mandate.
- A leader in the institutional market and provider of customized investment solutions
- Developers of the Wilshire 5000 Total MarketSM
- Consultants on more than US$650 billion in assets for some of the world's largest endowments, foundations and pension plans
- Available exclusively to Canadian investors through AGF
Wilshire is a registered service mark of Wilshire Associates Incorporated, Santa Monica, California.