AGF Adds HiddenLevers’ Innovative Stress Testing, Risk Analytics and Investment Proposals to Its Roster Of Solutions

▤ Summary

AGF Management Limited (AGF), a global asset manager with nearly CAD$38 billion (approximately US$28.6 billion) in assets under management, and Atlanta-based HiddenLevers, a provider of risk analytics and business intelligence, are pleased to announce that AGF has selected HiddenLevers to equip AGF’s business development teams with portfolio stress testing, risk analytics and comprehensive investment proposals for use across a range of clients and regions, including financial advisors and institutional investors. “With HiddenLevers’ interactive platform, we found a natural partner who understands the importance of managing risk to deliver consistent outcomes,” said Karrie Van Belle, Senior Vice-President, Head of Marketing and Communications, AGF Investments Inc. “These risk analytics and portfolio insights align with our solutions-based approach, building a more digitally enabled sales team and providing them with the tools they need to meet the evolving needs of our clients.” HiddenLevers’ robust offerings for asset managers include live stress testing, allowing for custom portfolio analysis and comparison in different scenarios, while demonstrating risk and potential outcomes for both US and Canadian investments. We also offer Canadian securities coverage out of the box, which allows AGF to get up and running quickly to provide clients with insight into custom, standard or blended models to meet their specific targets for risk return.” HiddenLevers is a technology platform, providing next-level applications, business intelligence, risk analytics and economic research for the wealth management space. The cloud-based platform includes a macro-scenario library, proposal generation, portfolio stress testing, model construction, and enterprise monitoring of risk, revenue, and KPI. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience.

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