Portfolio Management
Professional Investment Portfolio Management
At First Global Investment Corporation, our client-focused culture is at the heart of everything we do, ensuring that each client receives a tailored portfolio designed to meet their unique investment goals. Backed by over 40 years of experience, our time-tested investment practices and philosophies empower us to deliver customized strategies that align with your financial aspirations. We believe that successful investing goes beyond numbers; it requires proactive and personalized service, fostering strong relationships with our clients. Serving more than 145,000 clients globally, AGF is committed to putting your needs first and guiding you on your investment journey with expertise and dedication.
At First Global Investment Corporation, our client-focused culture is exemplified by the expertise of our Investment Policy Committee (IPC), which boasts over 150 years of combined industry experience. This seasoned team, bolstered by a robust Research Department, is dedicated to closely monitoring global economic and market trends, ensuring that client portfolios are not only strategically aligned but also adaptable in a dynamic financial landscape. Our commitment to active, flexible portfolio management underscores our focus on delivering tailored investment solutions that resonate with each client’s unique objectives. Explore more about our distinctive approach to portfolio management and discover how we prioritize your financial success every step of the way.
Our Approach
Investment Style
First Global Investment Corporation embraces an active, flexible, and global investment style, meticulously tailoring your portfolio to align with both forward-looking market views and your individual objectives. By capitalizing on opportunities worldwide, we navigate the complexities of the financial landscape with a keen eye for growth and sustainability. Our approach is designed to adapt to changing market conditions while ensuring that your investment mandates are at the forefront of our strategy. This dynamic methodology not only maximizes potential returns but also fosters a personalized investment experience that truly reflects your aspirations and goals.
Investment Philosophy
At First Global Investment Corporation, our investment philosophy is grounded in a steadfast belief in capitalism and the transformative potential of free markets. This guiding framework influences every investment decision we make, shaping our approach to identifying opportunities and managing risks. By adhering to these financial principles, we embrace a strategy that not only seeks to optimize returns but also reflects our commitment to fostering sustainable growth. Our philosophy ensures that each investment aligns with our core values, empowering us to navigate the ever-evolving market landscape with integrity and purpose.
Top-Down Investment Approach
First Global Investment Corporations believes approximately 70% of long-term portfolio returns are attributable to asset allocation, i.e., what mix of equities, fixed interest, cash or other securities you own at any particular time. At the highest level, First Global Investment Corporations’ Research Department gathers a wide range of data inputs, aiding both qualitative and quantitative applications of proprietary capital markets technology. Analysis of current market conditions, history and behavioural factors help enable dynamic tactical asset allocation decisions.
First Global Investment Corporation champions a top-down investment approach, recognizing that around 70% of long-term portfolio returns stem from effective asset allocation. This strategy focuses on optimizing the blend of equities, fixed income, cash, and other securities to align with prevailing market conditions. Our Research Department plays a pivotal role, meticulously gathering diverse data inputs to support both qualitative insights and quantitative analyses through our proprietary capital markets technology. By evaluating current market dynamics, historical trends, and behavioral factors, we make informed tactical asset allocation decisions that adapt to the shifting financial landscape, ultimately positioning our clients for sustainable success.