News and Resources

To assist advisers stay up to date with market and product news that might impact on your client portfolios, we are pleased to provide a range of different papers and presentations covering a wide variety of useful topics.

We will let you know when a new paper has been added to the site. We also encourage our members to send us papers that they believe will be of value to the AGBA network. Please get in touch if you have a paper you would like us to consider.

Please note these articles are available free of charge. For a more extensive library of resources, please consider registering as an AGBA member. More information regarding membership options can be found here. 

The Convexity of Trend Following

March 7 2018

Much has been made recently of crisis alpha or crisis risk offset. And, in particular, of using trend following as a hedge of future downside...

Goals based advice for client based outcomes

February 2 2018, BMO Global Asset Management

2017 Conference Highlights

December 18 2017

A special thank you to our conference sponsors No More Practice Education for providing the amazing footage recapping our highly successful, inaugural conference.

Goals-based planning - A personalized service for strengthening client relationships

December 4 2017, EY

Since the global financial crisis and ensuing recession, the desires — and fears — of investors have changed dramatically. Investors seem less confident and more...

Revisiting the Asset Allocation Challenge Through a Behavioral Finance Lens

December 4 2017, Jean Brunel, CFA

Asset allocation decisions are important, but many investors find the process difficult to understand because it forces them into using a limited framework instead of...

MLC Investment insight - Keeping it ‘real’ in retirement planning: why returns above inflation matter

December 4 2017, Brian Parker CFA

Inflation is currently at very low levels in many countries, so it’s easy to be
complacent about it. But inflation is always a potential threat, and...

Aligning products and investments to investor goals

December 4 2017, EY

Product allocation is a financial planning method that advisors can
use to help investors find the most favorable mix of investment,
annuity and insurance products to meet...

How Goals-Based Differs From Investment-Centric Planning

December 4 2017, Michael Lonier

Most advisors are investment-centric. This means they're focused on growing your investments. This is not a bad thing, but it is not the only thing....

Psychological Influences on Investor Decisions

December 4 2017, Jean L.P. Brunel, CFA

Jean L.P. Brunel, CFA, discusses the inadequacy of current tools for optimizing private client portfolios, how to understand changing client needs and risk over a...

Goals Based Investing – What is it and what are some of the challenges?

December 4 2017, Rebecca Jacques

The profession of financial planning is one that is about helping people to achieve their financial or investment GOALS – as such it is arguable...

MLC Investments in depth - Will my portfolio give me an inflation plus return?

December 4 2017, Dr Susan Gosling

This paper examines how well diversified funds meet real, or purchasing power-related, investment objectives. Looking back at the past we can observe periods when returns...

Goals-Based Wealth Management in Practice

December 4 2017, Jean L.P. Brunel, CFA

Wealth management processes have not always been responsive to individual clients’ priorities and modes of thinking. A model is presented and evaluated that uses goals-based...

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