AGF Management Limited Class B · TSX:AGF.B

AGF Management Limited Class B — Scotiabank Financials Summit 2014

11 slides from AGF Management Limited Class B's conference presentation, Sep 3, 2014

  1. Slide 1: AGF Management Limited

    SEPTEMBER 3, 2014 AGF MANAGEMENT LIMITED

  2. Slide 2: Caution regarding forward-looking statements

    Caution regarding forward-looking statements The forward looking information is provided as of September 3, 2014. Certain information presented in these remarks and in this presentation that is not historical factual information may constitute forward-looking information within the meaning of securi

  3. Slide 3: AGF: A Global Investment Management Company

    AGF: A Global Investment Management Company Total AUM: $36.2 billion*  Established in 1957  An independent firm focused solely $4.4 on investment management  Culture of innovation  Diversified across business $12.1 $19.7 segments, products and geographies  Strong financial position Retail Insti

  4. Slide 4: Diversified, Independent Global Wealth Management Leader

    Diversified, Independent Global Wealth Management Leader Our global focus applies to our investment capabilities as well as our distribution footprint Calgary London, ON Dublin Ottawa London, U.K. Vancouver Montreal Beijing Toronto 35% Hong Kong Singapore 65% Global represents 35% of AUM* *As at Jul

  5. Slide 5: Retail Business Update

    Retail Business Update Focus on improvement in key areas has yielded results % Of Mutual Fund Assets Above Median1 - Year Return 60% 50% 40% 30% 20% 10% 0% Jul-13 Oct-13 Jan-14 Apr-14 Jul-14 Source: Morningstar 5

  6. Slide 6: Retail Business Update

    Retail Business Update Redemption levels have improved significantly; further improvement in fund performance is key to continuing momentum Net Redemptions Improvement vs. Previous Year 30% 25% 20% 15% 10% 5% 0% Dec-13 Jan-14 Feb-14 Mar-14 Apr-14 May-14 Jun-14 Jul-14 6

  7. Slide 7: Institutional Business Update

    Institutional Business Update Global distribution footprint Institutional AUM by Geography* London, ON Dublin London, U.K. 6% Vancouver Boston Beijing 32% Toronto Hong Kong 37% 25% Canada US Europe Asia *As at July 31, 2014. Excludes subadvisory. 7

  8. Slide 8: Institutional Trends

    Institutional Trends Investor concerns create an opportunity for AGF  Reduction of home-country equity bias Globalization  Manager replacement Trends in the  Shift to global and managed volatility Fixed income institutional market  Impact of rising interest rates Investment in  Fastest growing

  9. Slide 9: InstarAGF

    InstarAGF Infrastructure is the preferred alternative asset class among investors Change in Investor Allocation to Infrastructure • A study by Preqin suggests that infrastructure is the preferred alternative asset 16% class 46% • 46% of investors plan on increasing their infrastructure allocation ov

  10. Slide 10: Deployment of Capital

    Deployment of Capital AGF will employ a principled approach to deploy capital to fund growth and to benefit our shareholders Strong balance  $256M in cash and investments sheet  Smith & Williamson stake Focus on growth  Focus on teams and process Investment for and value for growth  Nascent alte

  11. Slide 11: Summary

    Summary Progress against strategic objectives continues • Key Execution Points − Continually improve investment platform − Continue progress toward net sales in retail − Leverage UCITS scale − Convert consultant ‘buy’ ratings into AUM − Expand alternatives platform 11

AGF Management — Scotiabank Financials Summit 2014 on 6ix