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. 

Setting a Foundation: Goals-Based Investment and Wealth Planning

July 4 2018, Gordon B. Fowler, JR

Goals-based investment and wealth planning is the foundation for successful personal wealth management.
Investment and wealth plans should reflect an investor’s goals and objectives and define...

Applying Goal-Based Investing Principles to the Retirement Problem

July 4 2018, EDHEC-Risk Institute

A major global pension crisis is threatening the two main pillars of pension systems, due to a combination of increasing demographic imbalances and decreasing economic...

(Standing against) The pursuit of averageness

July 1 2018, Allan Gray

There have been plenty of articles in recent times highlighting the rise of passive investing and predicting the demise of active managers. There is a...

What is Objective-Based Investing?

June 6 2018

Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives. The...

CE Accreditation Statement – AGBA Conference 2017

June 6 2018

The AGBA Conference (8-9 November 2017) has been assessed and accredited by Portfolio Construction Forum for a maximum of 9.00 CE hours.

Bucking the Amazon Trend, with Dollar General

May 30 2018, Pengana Capital

Dollar General has 14,000 stores America wide. By comparison, Walmart and Target operate 5,352 and 1,828 respectively. The majority of Dollar General’s customers live within...

Going Global! Pengana Capital's Stephen Glass talks to Sky Business

May 30 2018, Pengana Capital

Steven Glass, Head of Research & Portfolio Manager at Pengana international equities talks to Sky Business about reducing exposure to tech, finding value in Europe...

BMO Pyrford - ESG Profile and Impact Report 2018

May 18 2018, BMO Pyrford

2018 marks the 20-year anniversary of our Responsible Global Equity Strategy. Based on the expertise of our specialist fund managers and team of environmental, social...

BMO Pyrford - ESG Profile and Impact Report 2017

May 18 2018, BMO Pyrford

Our Responsible Global Equity Strategy is centred on sustainable companies that are proactively and effectively managing their environmental, social and governance (ESG) opportunities and risks...

XPLAN Stream Offer

May 16 2018

From April 16, 2018, AGBA Members will have access to our Exclusive PlanFocus offer outlined below.
This 12-month program provides AGBA members with collaborative group...

What to expect from Goals Based Investing (GBI) - Dynamic Asset Consulting

May 2 2018

The idea that we should invest to meet our needs and goals is basic common sense. But, somewhat surprisingly, that is not what most of...

PlanFocus talks with Rebecca Jacques, General Manager of AGBA

April 26 2018, Mi

AGBA is the peak industry network for practitioners and organisations that deliver best practice in goals-based advice and investing. Recently AGBA made an announcement calling...

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