AGF Management Limited is a Canadian investment management company established in 1957 with $31.1 billion in total assets under management as of August 31, 2004. The company has four main business segments: investment management, AGF Trust, fund administration, and Unisen. AGF aims to reinforce investment management excellence, build a client-centric organization focused on multi-channel distribution, pursue strategic acquisitions, and undertake disciplined review of support entities. Recent financial results show revenue up 13.4% and net income up 55.5% year-to-date in 2004.
Motilal Oswal Mutual Fund presents m100 (An Open Ended Index Exchange Traded Fund) that tracks the CNX Midcap Index. The NFO opens on 12th January 2011 and closes on 24th January 2011. The document discusses that midcap stocks are well positioned to capture India's growth given India's GDP is expected to grow substantially by 2020. It provides statistics on the CNX Midcap Index such as sector allocation and top 10 constituents. Performance figures show midcap outperforming large caps over long periods while complementing large cap portfolios.
This presentation provides an investment case for North American Palladium. It notes that NAP is transitioning into a long-life, low-cost palladium producer with steady production growth. It highlights NAP's leverage to rising palladium prices and attractive jurisdiction compared to South African peers. The presentation also outlines NAP's development and exploration upside, experienced management team, and strong balance sheet to fund growth.
This document provides an outlook and strategic focus areas for El Paso Corporation in 2008. It aims to accelerate the company's progress toward becoming a "top tier" performer by completing divestitures, achieving production targets, growing non-proved inventory, and improving capital and expense efficiency. The majority of El Paso's $1.7 billion capital program is directed toward lower risk domestic development and international projects. Key metrics for 2008 include targeted production of 860-920 million cubic feet equivalent per day and EBITDA of $1.7-1.9 billion. The outlook emphasizes high-quality assets, repeatable drilling programs, greater onshore weighting, value creation, and continued operational improvement to enable visible multi-year production growth
Global Edge Capital Management provides a summary of managed futures and their investment program. Managed futures aim to reduce portfolio risk through diversification and the potential for returns in various economic conditions. However, managed futures also carry higher costs, leverage risk, and liquidity risk compared to other investments. Global Edge implements a systematic trading program across over 100 futures markets using short, medium, and long-term strategies. They employ strict risk management with individual trade and sector exposure limits. The minimum investment is $200,000 with fees of 2% management and 20% performance.
Intact Financial Corporation presented its investor presentation for June 2010. The presentation highlighted Intact's position as the dominant property and casualty insurer in Canada with over $4 billion in annual premiums written. Intact has a significant scale advantage over its competitors and has consistently outperformed the industry on key metrics like combined ratio and return on equity. The presentation also summarized Intact's strong financial results for the first quarter of 2010, including net operating income per share growth of 62.1% and an annualized return on equity of 16.1%.
This document provides an investor presentation for Intact Financial Corporation (IFC) from September 2010. IFC is Canada's largest provider of property and casualty insurance, with over $4 billion in annual premiums written. The presentation outlines IFC's strong financial position, industry-leading underwriting performance, and growth strategies. Key points include IFC's consistent outperformance of the Canadian P&C industry benchmarks on measures like combined ratio and return on equity. The presentation also discusses IFC's excess capital position, debt capacity, and acquisition strategy to capitalize on consolidation opportunities in the market. Multiple avenues for organic growth are outlined, including leveraging IFC's multi-channel distribution network and expanding product offerings.
Intact Financial Corporation (IFC) held an investor presentation in August 2010. IFC is Canada's largest provider of property and casualty insurance with over $4 billion in annual premiums. The presentation highlighted IFC's consistent outperformance of the industry through disciplined pricing, underwriting, and capital management. IFC outlined opportunities for future growth through firming market conditions, consolidation in the Canadian P&C market, and expanding its existing distribution platforms and markets.
This presentation provides an overview and summary of CSX Corporation's financial performance and targets. CSX has created significant shareholder value as shown by strong stock performance that has outpaced industry benchmarks. The company is targeting double-digit earnings growth through 2010 by further improving its operating ratio to the mid-70s range and increasing operating income and earnings per share at a compound annual growth rate of 10-12% and 15-17%, respectively. CSX will balance capital investments focused on growth with returning cash to shareholders through dividends and share buybacks.
Motilal Oswal Mutual Fund presents m100 (An Open Ended Index Exchange Traded Fund) that tracks the CNX Midcap Index. The NFO opens on 12th January 2011 and closes on 24th January 2011. The document discusses that midcap stocks are well positioned to capture India's growth given India's GDP is expected to grow substantially by 2020. It provides statistics on the CNX Midcap Index such as sector allocation and top 10 constituents. Performance figures show midcap outperforming large caps over long periods while complementing large cap portfolios.
This presentation provides an investment case for North American Palladium. It notes that NAP is transitioning into a long-life, low-cost palladium producer with steady production growth. It highlights NAP's leverage to rising palladium prices and attractive jurisdiction compared to South African peers. The presentation also outlines NAP's development and exploration upside, experienced management team, and strong balance sheet to fund growth.
This document provides an outlook and strategic focus areas for El Paso Corporation in 2008. It aims to accelerate the company's progress toward becoming a "top tier" performer by completing divestitures, achieving production targets, growing non-proved inventory, and improving capital and expense efficiency. The majority of El Paso's $1.7 billion capital program is directed toward lower risk domestic development and international projects. Key metrics for 2008 include targeted production of 860-920 million cubic feet equivalent per day and EBITDA of $1.7-1.9 billion. The outlook emphasizes high-quality assets, repeatable drilling programs, greater onshore weighting, value creation, and continued operational improvement to enable visible multi-year production growth
Global Edge Capital Management provides a summary of managed futures and their investment program. Managed futures aim to reduce portfolio risk through diversification and the potential for returns in various economic conditions. However, managed futures also carry higher costs, leverage risk, and liquidity risk compared to other investments. Global Edge implements a systematic trading program across over 100 futures markets using short, medium, and long-term strategies. They employ strict risk management with individual trade and sector exposure limits. The minimum investment is $200,000 with fees of 2% management and 20% performance.
Intact Financial Corporation presented its investor presentation for June 2010. The presentation highlighted Intact's position as the dominant property and casualty insurer in Canada with over $4 billion in annual premiums written. Intact has a significant scale advantage over its competitors and has consistently outperformed the industry on key metrics like combined ratio and return on equity. The presentation also summarized Intact's strong financial results for the first quarter of 2010, including net operating income per share growth of 62.1% and an annualized return on equity of 16.1%.
This document provides an investor presentation for Intact Financial Corporation (IFC) from September 2010. IFC is Canada's largest provider of property and casualty insurance, with over $4 billion in annual premiums written. The presentation outlines IFC's strong financial position, industry-leading underwriting performance, and growth strategies. Key points include IFC's consistent outperformance of the Canadian P&C industry benchmarks on measures like combined ratio and return on equity. The presentation also discusses IFC's excess capital position, debt capacity, and acquisition strategy to capitalize on consolidation opportunities in the market. Multiple avenues for organic growth are outlined, including leveraging IFC's multi-channel distribution network and expanding product offerings.
Intact Financial Corporation (IFC) held an investor presentation in August 2010. IFC is Canada's largest provider of property and casualty insurance with over $4 billion in annual premiums. The presentation highlighted IFC's consistent outperformance of the industry through disciplined pricing, underwriting, and capital management. IFC outlined opportunities for future growth through firming market conditions, consolidation in the Canadian P&C market, and expanding its existing distribution platforms and markets.
This presentation provides an overview and summary of CSX Corporation's financial performance and targets. CSX has created significant shareholder value as shown by strong stock performance that has outpaced industry benchmarks. The company is targeting double-digit earnings growth through 2010 by further improving its operating ratio to the mid-70s range and increasing operating income and earnings per share at a compound annual growth rate of 10-12% and 15-17%, respectively. CSX will balance capital investments focused on growth with returning cash to shareholders through dividends and share buybacks.
Intact Financial Corporation presented an investor presentation in March 2010. The presentation highlighted Intact as the dominant property and casualty insurer in Canada, with over $4 billion in direct premiums written. Intact has substantial size and scale advantages over its competitors due to its market share leadership positions in key provinces and a track record of successful acquisitions. The presentation also noted Intact's consistent outperformance of the P&C insurance industry over 10 years in areas like premium growth, combined ratio, and return on equity. Intact aims to continue its strong organic growth through its large broker network and by targeting the growing 50+ demographic market.
Clarus' presentation on "Inside the Strategies" at the PensionSource Fund Man...PensionSource
Clarus Investment Solutions provides four risk-graduated portfolio strategies for use in defined contribution pension plans. The strategies range from Cautious to Active, with different allocations to equities, bonds, property, commodities and absolute return funds. The portfolios are designed to offer lower volatility than a standard managed fund while maintaining reasonable returns. Clarus monitors the portfolios continuously and rebalances them periodically to maintain the desired risk levels and diversification. The strategies have outperformed the ILAC Consensus benchmark since 2009 with lower volatility, demonstrating the benefits of diversification.
Apresentação de Mark Sims, CEO da Capital Precision, no Seminário “Targeting: Como conhecer e gerenciar sua base de acionistas?”, realizado pelo IBRI em 18/08/2009 em SP.
As ferramentas de Targeting: Identificação dos acionistas, como classificá-los, o perfil ideal da base acionária e como gerenciá-la?
Dividend weekly 48 2012 By http://long-term-investments.blogspot.comDividend Yield
The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.
The book has the following items:
- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommendet Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canada and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week
Thanks to http://long-term-investments.blogspot.com
Dividend weekly 13 2013 By http://long-term-investments.blogspot.comDividend Yield
The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.
The book has the following items:
- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommended Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canada and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week
Thanks to http://long-term-investments.blogspot.com
Atlas Capital Advisors LLC is an investment firm founded in 2003 managing $125 million in assets. The firm uses a value and momentum-based strategy investing in U.S. and international equities using ETFs and individual stocks. The strategy aims to outperform the S&P 500 index over the long run through a low cost approach. Performance since 2004 has exceeded the S&P 500 in most years with a maximum dispersion of 8.6% between client portfolios.
- DJ UBS offers indexes providing exposure to global dividend paying stocks, including the Dow Jones Global Select Dividend Index and STOXX Global Select Dividend 100 Index. These provide long-term exposure to high dividend yielding companies.
- Additionally, there are several actively managed global equity income funds that aim to generate income through dividends, including the Veritas Global Equity Income Fund and Blackrock Global Enhanced Equity Yield Fund.
- Over the past year, most global dividend and income focused indexes and funds have experienced negative returns between -4% to -15% on average, reflecting challenging market conditions for high dividend strategies.
Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...Dividend Yield
The document is a weekly report on dividend yielding stocks called "The Dividend Weekly". It provides the top performing large cap, mid cap, and small cap dividend stocks for the past week based on stock performance. It also lists the top performing dividend stocks year-to-date and provides a selection of international dividend stock indices and sector indices. The report aims to provide income investors with a brief overview of the best dividend paying stocks and their yields.
Marketo, Inc. - Venture Capital Financing Deal Terms & ValuationsVC Experts, Inc.
Marketo provides automation software for B2B marketing. It has raised over $200 million in multiple funding rounds. The report provides details on Marketo's management, investors, valuation trends, and comparable companies. It also outlines the methodology used to analyze Marketo's cost of capital and estimate its current valuation.
- The document summarizes Gafisa's third quarter 2009 results conference call.
- Key highlights include a 43% decrease in launches but a 48% increase in contracted sales compared to the previous year. Net revenues increased 131% while gross margins decreased.
- Recent developments discussed include strong sales in mid-to-mid-high segments, expansion of the affordable housing program, and plans to merge shares of Tenda into Gafisa to increase scale and efficiency.
- Gafisa has a diversified land bank of 313 sites in 21 states representing over 15 billion reais in potential sales.
Dividend Weekly 45 2012 By http://long-term-investments.blogspot.comDividend Yield
The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.
The book has the following items:
- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommendet Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canda and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week
The document discusses venture capital firm TeleVenture Management and its funds NIK I, NIK II, and NIK III. It provides an overview of TeleVenture's track record of successful exits and returns. It also summarizes some of the portfolio companies in NIK II, including their technologies, markets, stages of development, and investment theses. The document emphasizes the importance of experienced venture players, diversification, and maintaining a portfolio approach to reduce risk.
This document provides an overview of DnB NOR Bank's business and financial performance. Some key points:
- DnB NOR is Norway's largest financial institution with approximately 30-35% market share in retail and corporate lending.
- 62% of its loan exposures are directly related to Norwegian demand. Loan losses are expected to be NOK 8-10 billion in 2009.
- First quarter results showed strong income growth despite write-downs from weak international economic conditions.
- The bank is focusing on strengthening its capitalization organically through moderate lending growth and applying its IRB approach to major portfolios.
Dividend Weekly 47/2012 By http://long-term-investments.blogspot.comDividend Yield
The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.
The book has the following items:
- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommendet Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canada and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week
Bharat Petroleum Corporation Ltd (BPCL), a government‐owned company operating in
the refining and marketing segment. The company has also diversified into the
petrochemical feedstock and exploration and production segments.
Based on a consolidated FY12 P/E multiple of 12, the fair value for the
company works out to Rs 691.
SLI Social Media Action Learning PresentationBrian Barela
The document proposes developing Cru's digital landscape to better empower evangelism. Research found that staff value tools improving relationships and saving time. While leadership sees potential, staff lack experience with digital media. The recommendations are to focus technology on being staff-focused, data-driven, consistently branded, and integrated with strategies. This would reduce costs, build Cru's brand, and facilitate outreach through tools endorsed by leadership. Key obstacles are independent tools, assumptions about innovation, and lack of coordination. National coordination of digital tools could exponentially increase Cru's impact through empowered leaders and volunteers.
Presentation given by Brian Barela and Dan Birch at the US Staff Conference 2011.
Outlines a basic strategy for mpd and social media as well as tips and tactics to increase effectiveness.
The document outlines goals and plans for a Campus Crusade blogference event. The goals are to expose staff to ministry content, connect staff who are distant, and facilitate engagement discussions. It describes potential user personas and how they may interact through reading, commenting, and connecting on social media. It also provides an overview of the event structure with multiple topic discussions that staff can view and leave comments on.
these slides outline some key principles related to social media and how to integrate platforms into your summer project.
given at US Summer Project Director's Training in Denver. January 2010
This document proposes aligning Cru leadership around a strategic approach to digital tools and media. Research found that Cru staff are most likely to adopt tools that are efficient, help their existing relationships, and match their passion for the gospel. The document recommends that Cru leadership focus digital decisions on tools that are staff-focused, data-driven, consistently branded, and integrated with ministry strategies. Aligning key leaders like the IT Council, Cru president, and regional directors could help staff see how tools enhance evangelism by helping them share the gospel more efficiently.
Using Mobile Video for College/Campus MinistryBrian Barela
This document discusses using mobile video for college ministry and compares strategic vs non-strategic approaches. A strategic approach would involve limited production time, wide distribution through platforms like Facebook and YouTube, and user-generated content from students that may not be high quality but engages people through its fun and involvement of students. Questions are asked at the end for feedback on mobile video ideas.
Intact Financial Corporation presented an investor presentation in March 2010. The presentation highlighted Intact as the dominant property and casualty insurer in Canada, with over $4 billion in direct premiums written. Intact has substantial size and scale advantages over its competitors due to its market share leadership positions in key provinces and a track record of successful acquisitions. The presentation also noted Intact's consistent outperformance of the P&C insurance industry over 10 years in areas like premium growth, combined ratio, and return on equity. Intact aims to continue its strong organic growth through its large broker network and by targeting the growing 50+ demographic market.
Clarus' presentation on "Inside the Strategies" at the PensionSource Fund Man...PensionSource
Clarus Investment Solutions provides four risk-graduated portfolio strategies for use in defined contribution pension plans. The strategies range from Cautious to Active, with different allocations to equities, bonds, property, commodities and absolute return funds. The portfolios are designed to offer lower volatility than a standard managed fund while maintaining reasonable returns. Clarus monitors the portfolios continuously and rebalances them periodically to maintain the desired risk levels and diversification. The strategies have outperformed the ILAC Consensus benchmark since 2009 with lower volatility, demonstrating the benefits of diversification.
Apresentação de Mark Sims, CEO da Capital Precision, no Seminário “Targeting: Como conhecer e gerenciar sua base de acionistas?”, realizado pelo IBRI em 18/08/2009 em SP.
As ferramentas de Targeting: Identificação dos acionistas, como classificá-los, o perfil ideal da base acionária e como gerenciá-la?
Dividend weekly 48 2012 By http://long-term-investments.blogspot.comDividend Yield
The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.
The book has the following items:
- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommendet Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canada and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week
Thanks to http://long-term-investments.blogspot.com
Dividend weekly 13 2013 By http://long-term-investments.blogspot.comDividend Yield
The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.
The book has the following items:
- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommended Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canada and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week
Thanks to http://long-term-investments.blogspot.com
Atlas Capital Advisors LLC is an investment firm founded in 2003 managing $125 million in assets. The firm uses a value and momentum-based strategy investing in U.S. and international equities using ETFs and individual stocks. The strategy aims to outperform the S&P 500 index over the long run through a low cost approach. Performance since 2004 has exceeded the S&P 500 in most years with a maximum dispersion of 8.6% between client portfolios.
- DJ UBS offers indexes providing exposure to global dividend paying stocks, including the Dow Jones Global Select Dividend Index and STOXX Global Select Dividend 100 Index. These provide long-term exposure to high dividend yielding companies.
- Additionally, there are several actively managed global equity income funds that aim to generate income through dividends, including the Veritas Global Equity Income Fund and Blackrock Global Enhanced Equity Yield Fund.
- Over the past year, most global dividend and income focused indexes and funds have experienced negative returns between -4% to -15% on average, reflecting challenging market conditions for high dividend strategies.
Dividend Weekly Stock52 2012 By Thanks to http://long-term-investments.blogsp...Dividend Yield
The document is a weekly report on dividend yielding stocks called "The Dividend Weekly". It provides the top performing large cap, mid cap, and small cap dividend stocks for the past week based on stock performance. It also lists the top performing dividend stocks year-to-date and provides a selection of international dividend stock indices and sector indices. The report aims to provide income investors with a brief overview of the best dividend paying stocks and their yields.
Marketo, Inc. - Venture Capital Financing Deal Terms & ValuationsVC Experts, Inc.
Marketo provides automation software for B2B marketing. It has raised over $200 million in multiple funding rounds. The report provides details on Marketo's management, investors, valuation trends, and comparable companies. It also outlines the methodology used to analyze Marketo's cost of capital and estimate its current valuation.
- The document summarizes Gafisa's third quarter 2009 results conference call.
- Key highlights include a 43% decrease in launches but a 48% increase in contracted sales compared to the previous year. Net revenues increased 131% while gross margins decreased.
- Recent developments discussed include strong sales in mid-to-mid-high segments, expansion of the affordable housing program, and plans to merge shares of Tenda into Gafisa to increase scale and efficiency.
- Gafisa has a diversified land bank of 313 sites in 21 states representing over 15 billion reais in potential sales.
Dividend Weekly 45 2012 By http://long-term-investments.blogspot.comDividend Yield
The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.
The book has the following items:
- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommendet Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canda and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week
The document discusses venture capital firm TeleVenture Management and its funds NIK I, NIK II, and NIK III. It provides an overview of TeleVenture's track record of successful exits and returns. It also summarizes some of the portfolio companies in NIK II, including their technologies, markets, stages of development, and investment theses. The document emphasizes the importance of experienced venture players, diversification, and maintaining a portfolio approach to reduce risk.
This document provides an overview of DnB NOR Bank's business and financial performance. Some key points:
- DnB NOR is Norway's largest financial institution with approximately 30-35% market share in retail and corporate lending.
- 62% of its loan exposures are directly related to Norwegian demand. Loan losses are expected to be NOK 8-10 billion in 2009.
- First quarter results showed strong income growth despite write-downs from weak international economic conditions.
- The bank is focusing on strengthening its capitalization organically through moderate lending growth and applying its IRB approach to major portfolios.
Dividend Weekly 47/2012 By http://long-term-investments.blogspot.comDividend Yield
The Dividend Weekly is a weekly published Fact Book with focus on dividend stocks. With this book, investors get a full overview of major leaders and laggards. In addition, they get a feeling of which dividend stocks are popular and which ones are the best investment opportunities in markets that are going up and down.
The book has the following items:
- Best 1-Week Performing Dividend Stocks
- Best Dividend Stocks Year-To-Date
- Best Yielding Stocks At New Highs
- Most Recommendet Dividend Stocks
- Overbought Dividend Stocks
- Most Shorted Dividend Stocks
- Best Dividend Aristocrats in Canada and USA
- Stocks With Dividend Growth From Last Week
- Best Yielding Stocks From the World's Leading Stock Exchanges and Indices
- Ex-Dividend Stocks For Next Week
Bharat Petroleum Corporation Ltd (BPCL), a government‐owned company operating in
the refining and marketing segment. The company has also diversified into the
petrochemical feedstock and exploration and production segments.
Based on a consolidated FY12 P/E multiple of 12, the fair value for the
company works out to Rs 691.
SLI Social Media Action Learning PresentationBrian Barela
The document proposes developing Cru's digital landscape to better empower evangelism. Research found that staff value tools improving relationships and saving time. While leadership sees potential, staff lack experience with digital media. The recommendations are to focus technology on being staff-focused, data-driven, consistently branded, and integrated with strategies. This would reduce costs, build Cru's brand, and facilitate outreach through tools endorsed by leadership. Key obstacles are independent tools, assumptions about innovation, and lack of coordination. National coordination of digital tools could exponentially increase Cru's impact through empowered leaders and volunteers.
Presentation given by Brian Barela and Dan Birch at the US Staff Conference 2011.
Outlines a basic strategy for mpd and social media as well as tips and tactics to increase effectiveness.
The document outlines goals and plans for a Campus Crusade blogference event. The goals are to expose staff to ministry content, connect staff who are distant, and facilitate engagement discussions. It describes potential user personas and how they may interact through reading, commenting, and connecting on social media. It also provides an overview of the event structure with multiple topic discussions that staff can view and leave comments on.
these slides outline some key principles related to social media and how to integrate platforms into your summer project.
given at US Summer Project Director's Training in Denver. January 2010
This document proposes aligning Cru leadership around a strategic approach to digital tools and media. Research found that Cru staff are most likely to adopt tools that are efficient, help their existing relationships, and match their passion for the gospel. The document recommends that Cru leadership focus digital decisions on tools that are staff-focused, data-driven, consistently branded, and integrated with ministry strategies. Aligning key leaders like the IT Council, Cru president, and regional directors could help staff see how tools enhance evangelism by helping them share the gospel more efficiently.
Using Mobile Video for College/Campus MinistryBrian Barela
This document discusses using mobile video for college ministry and compares strategic vs non-strategic approaches. A strategic approach would involve limited production time, wide distribution through platforms like Facebook and YouTube, and user-generated content from students that may not be high quality but engages people through its fun and involvement of students. Questions are asked at the end for feedback on mobile video ideas.
The document summarizes several investment funds managed by Efficient Select, a division of the Efficient Group. The Efficient Equity Fund invests in South African equities using a growth at a reasonable price strategy. Its top holdings include BHP Billiton and Clicks. The Efficient Property Fund focuses on income and capital growth from South African real estate companies. The Efficient Active Allocation Fund provides global diversification by investing at least 50% offshore.
- Waddell & Reed Financial Inc. is a publicly traded investment management company with $1.5 billion in market capitalization and 84.7 million shares outstanding.
- They provide investment management services through distinct distribution channels serving retail, wholesale, and institutional clients. They have a dedicated network of over 2,000 financial advisors and a comprehensive family of mutual funds.
- As of Q1 2009, they have $47.6 billion in total assets under management, with 83% in equity funds and 13% in fixed income funds.
This document provides an overview of capital markets and portfolio construction from Ferro Financial. It discusses the objectives of understanding capital markets, portfolio construction, diversification, and Ferro's investment philosophy. It defines the stock and bond markets, describing their sizes and complexities. It emphasizes the importance of diversifying among asset classes and within sectors to reduce risk and enhance returns. Modern portfolio theory aims to maximize returns for a given risk level by carefully selecting asset proportions. Successful long-term investing requires a disciplined strategy of diversification and maintaining a long-term view.
Intact Financial Corporation presented its investor presentation for June 2010. The presentation highlighted Intact's position as the dominant property and casualty insurer in Canada with over $4 billion in annual premiums written. Intact has a significant scale advantage over its competitors and has consistently outperformed the industry on key metrics like combined ratio and return on equity. The presentation also summarized Intact's strong financial results for the first quarter of 2010, including net operating income per share growth of 62.1% and an annualized return on equity of 16.1%.
This document discusses the importance of dividends for long-term investors. It notes that dividends are less volatile than earnings, are the primary source of total equity returns, and yield is the only consistently positive source of return. The document also summarizes ING Investment Management's dividend investment approach, which combines quantitative screening and fundamental analysis to identify stocks with high and sustainable dividend yields. The goal is to outperform the market through diversification and downside protection while offering higher dividend yields.
This document provides an agenda and overview of Cermaq's Capital Markets Day in 2012. It discusses Cermaq's two business units: EWOS, which produces salmonid feed with a 37% global market share, and Mainstream, the third largest global salmon farmer. In 2011, Cermaq had total revenues of NOK 8 billion and EBIT of NOK 1.369 billion. Cermaq aims to be a global leader in sustainable aquaculture and salmon/trout farming and feed production through profitable growth while maintaining strong operations and financial performance.
Carfinco Financial Group Inc. is a uniquely positioned auto finance company that has delivered consistent 20% annual growth. It provides financing to "non-prime" credit customers through over 1,600 dealer partnerships across Canada. Carfinco has refined credit risk management practices and vertically integrated operations that have supported strong and growing financial returns, including impressive annual returns on equity of over 50%. The leadership team emphasizes continued growth and maintaining dividend payments.
Intact Financial Corporation held an investor presentation in February 2011. The presentation discussed IFC's position as the largest property and casualty insurer in Canada, with $4.5 billion in direct premiums written. It highlighted IFC's consistent outperformance of the Canadian P&C industry, including a 10-year combined ratio that was 3.8 percentage points better than the industry average. The presentation also outlined IFC's growth strategies, including organic growth through its multiple distribution channels and the potential for industry consolidation through acquisitions.
How Finance can lead and influence great results in challenging economic times
by Richard Arthurs Finance Director General Mills UK and Ireland
www.cfoevent.com
This document discusses an investment opportunity in emerging and frontier markets fixed income funds. It notes the high growth expectations for emerging markets and tendency for developed economies to maintain low interest rates. This creates an opportunity to invest in emerging market corporate and sovereign bonds to obtain equity-like returns with lower risk compared to equities. The Galloway Global Emerging Markets Fixed Income Fund is presented as a way to capitalize on this opportunity by investing across emerging market countries and currencies while maintaining risk controls. The manager aims to generate consistent risk-adjusted returns through fundamental research and a diversified portfolio.
The document discusses Intact Financial Corporation's acquisition of AXA Canada. The key points are:
1) The acquisition strengthens IFC's position as the largest property and casualty insurer in Canada, increasing its premiums by over 40%.
2) The acquisition is financially compelling with an expected internal rate of return of 20% and accretion to net operating income per share.
3) Combining the two companies creates a leading P&C insurer in Canada and provides numerous diversification and synergistic benefits.
The document discusses Intact Financial Corporation's acquisition of AXA Canada. The key points are:
1) The acquisition strengthens IFC's position as the largest property and casualty insurer in Canada, increasing its premiums by over 40%.
2) The acquisition is financially compelling with an expected internal rate of return of 20% and accretion to net operating income per share.
3) Combining the two companies creates a leading P&C insurer in Canada and provides numerous diversification and synergistic benefits.
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.
This presentation discusses the capital structure, market potential, and growth of CCDI, a Brazilian real estate development company. Key points include:
- CCDI had an IPO in January 2007 that raised R$522 million and today has a market capitalization of R$1.1 billion.
- The company has diversified its real estate portfolio across multiple regions and housing segments of Brazil.
- Favorable economic conditions like low interest rates and a growing middle class are increasing the market potential for real estate in Brazil. Government support for housing is also helping drive growth.
- Between 2003-2007, CCDI launched over 20 real estate projects with a 178% increase in launchings from 2006
The document provides an overview of Bank of America's Global Corporate & Investment Banking division, including:
1) It combines the Global Business & Financial Services and Global Capital Markets & Investment Banking businesses.
2) For the first half of 2005, the combined business generated $10.2 billion in revenue.
3) The division aims to better serve clients through an integrated operating model and cross-selling opportunities across BofA.
This document discusses an investment opportunity in emerging and frontier markets fixed income. It notes that emerging markets have experienced high GDP growth compared to developed economies. The fund, called the Galloway Global Emerging Markets Fixed Income Fund, aims to provide equity-like returns through investing in emerging market corporate and sovereign bonds while maintaining a fixed income risk profile. The fund utilizes a rigorous investment process including multi-faceted due diligence and risk management controls.
UTI TOP 100 Fund comes from India’s most respected fund house, UTI MF. UTI TOP 100 is an open ended equity oriented scheme that is that is based on the principle of large cap investing
This document provides an overview of Efficient Group's boutique investment offerings, including:
1. Efficient Select, which manages single manager, multi-manager, and private client boutiques. Funds under management total $3 billion across various strategies.
2. Key investment funds offered by Efficient Select's single manager boutique, including the Efficient Equity Fund and Efficient Property Fund.
3. Efficient Select's multi-manager boutique employs a process of manager and fund diversification to reduce risk. It offers portfolios with various risk profiles.
4. Efficient International FoF, a global fund of funds with a 79% allocation to equities and the remainder across real
This document provides an investment case for the Galloway Global Emerging Markets Fixed Income Fund. It summarizes the opportunity in investing in emerging market bonds which offer higher yields than developed markets. The fund aims to generate consistent risk-adjusted returns through a diversified portfolio of emerging market corporate and sovereign bonds, using rigorous due diligence and risk management practices. It has achieved strong historical performance since inception in 2009.
Confirmation of Payee (CoP) is a vital security measure adopted by financial institutions and payment service providers. Its core purpose is to confirm that the recipient’s name matches the information provided by the sender during a banking transaction, ensuring that funds are transferred to the correct payment account.
Confirmation of Payee was built to tackle the increasing numbers of APP Fraud and in the landscape of UK banking, the spectre of APP fraud looms large. In 2022, over £1.2 billion was stolen by fraudsters through authorised and unauthorised fraud, equivalent to more than £2,300 every minute. This statistic emphasises the urgent need for robust security measures like CoP. While over £1.2 billion was stolen through fraud in 2022, there was an eight per cent reduction compared to 2021 which highlights the positive outcomes obtained from the implementation of Confirmation of Payee. The number of fraud cases across the UK also decreased by four per cent to nearly three million cases during the same period; latest statistics from UK Finance.
In essence, Confirmation of Payee plays a pivotal role in digital banking, guaranteeing the flawless execution of banking transactions. It stands as a guardian against fraud and misallocation, demonstrating the commitment of financial institutions to safeguard their clients’ assets. The next time you engage in a banking transaction, remember the invaluable role of CoP in ensuring the security of your financial interests.
For more details, you can visit https://technoxander.com.
Monthly Market Risk Update: June 2024 [SlideShare]Commonwealth
Markets rallied in May, with all three major U.S. equity indices up for the month, said Sam Millette, director of fixed income, in his latest Market Risk Update.
For more market updates, subscribe to The Independent Market Observer at https://blog.commonwealth.com/independent-market-observer.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
University of North Carolina at Charlotte degree offer diploma Transcripttscdzuip
办理美国UNCC毕业证书制作北卡大学夏洛特分校假文凭定制Q微168899991做UNCC留信网教留服认证海牙认证改UNCC成绩单GPA做UNCC假学位证假文凭高仿毕业证GRE代考如何申请北卡罗莱纳大学夏洛特分校University of North Carolina at Charlotte degree offer diploma Transcript
A toxic combination of 15 years of low growth, and four decades of high inequality, has left Britain poorer and falling behind its peers. Productivity growth is weak and public investment is low, while wages today are no higher than they were before the financial crisis. Britain needs a new economic strategy to lift itself out of stagnation.
Scotland is in many ways a microcosm of this challenge. It has become a hub for creative industries, is home to several world-class universities and a thriving community of businesses – strengths that need to be harness and leveraged. But it also has high levels of deprivation, with homelessness reaching a record high and nearly half a million people living in very deep poverty last year. Scotland won’t be truly thriving unless it finds ways to ensure that all its inhabitants benefit from growth and investment. This is the central challenge facing policy makers both in Holyrood and Westminster.
What should a new national economic strategy for Scotland include? What would the pursuit of stronger economic growth mean for local, national and UK-wide policy makers? How will economic change affect the jobs we do, the places we live and the businesses we work for? And what are the prospects for cities like Glasgow, and nations like Scotland, in rising to these challenges?
Budgeting as a Control Tool in Government Accounting in Nigeria
Being a Paper Presented at the Nigerian Maritime Administration and Safety Agency (NIMASA) Budget Office Staff at Sojourner Hotel, GRA, Ikeja Lagos on Saturday 8th June, 2024.
South Dakota State University degree offer diploma Transcriptynfqplhm
办理美国SDSU毕业证书制作南达科他州立大学假文凭定制Q微168899991做SDSU留信网教留服认证海牙认证改SDSU成绩单GPA做SDSU假学位证假文凭高仿毕业证GRE代考如何申请南达科他州立大学South Dakota State University degree offer diploma Transcript
Fabular Frames and the Four Ratio ProblemMajid Iqbal
Digital, interactive art showing the struggle of a society in providing for its present population while also saving planetary resources for future generations. Spread across several frames, the art is actually the rendering of real and speculative data. The stereographic projections change shape in response to prompts and provocations. Visitors interact with the model through speculative statements about how to increase savings across communities, regions, ecosystems and environments. Their fabulations combined with random noise, i.e. factors beyond control, have a dramatic effect on the societal transition. Things get better. Things get worse. The aim is to give visitors a new grasp and feel of the ongoing struggles in democracies around the world.
Stunning art in the small multiples format brings out the spatiotemporal nature of societal transitions, against backdrop issues such as energy, housing, waste, farmland and forest. In each frame we see hopeful and frightful interplays between spending and saving. Problems emerge when one of the two parts of the existential anaglyph rapidly shrinks like Arctic ice, as factors cross thresholds. Ecological wealth and intergenerational equity areFour at stake. Not enough spending could mean economic stress, social unrest and political conflict. Not enough saving and there will be climate breakdown and ‘bankruptcy’. So where does speculative design start and the gambling and betting end? Behind each fabular frame is a four ratio problem. Each ratio reflects the level of sacrifice and self-restraint a society is willing to accept, against promises of prosperity and freedom. Some values seem to stabilise a frame while others cause collapse. Get the ratios right and we can have it all. Get them wrong and things get more desperate.
Dr. Alyce Su Cover Story - China's Investment Leadermsthrill
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
“Amidst Tempered Optimism” Main economic trends in May 2024 based on the results of the New Monthly Enterprises Survey, #NRES
On 12 June 2024 the Institute for Economic Research and Policy Consulting (IER) held an online event “Economic Trends from a Business Perspective (May 2024)”.
During the event, the results of the 25-th monthly survey of business executives “Ukrainian Business during the war”, which was conducted in May 2024, were presented.
The field stage of the 25-th wave lasted from May 20 to May 31, 2024. In May, 532 companies were surveyed.
The enterprise managers compared the work results in May 2024 with April, assessed the indicators at the time of the survey (May 2024), and gave forecasts for the next two, three, or six months, depending on the question. In certain issues (where indicated), the work results were compared with the pre-war period (before February 24, 2022).
✅ More survey results in the presentation.
✅ Video presentation: https://youtu.be/4ZvsSKd1MzE
13 Jun 24 ILC Retirement Income Summit - slides.pptxILC- UK
ILC's Retirement Income Summit was hosted by M&G and supported by Canada Life. The event brought together key policymakers, influencers and experts to help identify policy priorities for the next Government and ensure more of us have access to a decent income in retirement.
Contributors included:
Jo Blanden, Professor in Economics, University of Surrey
Clive Bolton, CEO, Life Insurance M&G Plc
Jim Boyd, CEO, Equity Release Council
Molly Broome, Economist, Resolution Foundation
Nida Broughton, Co-Director of Economic Policy, Behavioural Insights Team
Jonathan Cribb, Associate Director and Head of Retirement, Savings, and Ageing, Institute for Fiscal Studies
Joanna Elson CBE, Chief Executive Officer, Independent Age
Tom Evans, Managing Director of Retirement, Canada Life
Steve Groves, Chair, Key Retirement Group
Tish Hanifan, Founder and Joint Chair of the Society of Later life Advisers
Sue Lewis, ILC Trustee
Siobhan Lough, Senior Consultant, Hymans Robertson
Mick McAteer, Co-Director, The Financial Inclusion Centre
Stuart McDonald MBE, Head of Longevity and Democratic Insights, LCP
Anusha Mittal, Managing Director, Individual Life and Pensions, M&G Life
Shelley Morris, Senior Project Manager, Living Pension, Living Wage Foundation
Sarah O'Grady, Journalist
Will Sherlock, Head of External Relations, M&G Plc
Daniela Silcock, Head of Policy Research, Pensions Policy Institute
David Sinclair, Chief Executive, ILC
Jordi Skilbeck, Senior Policy Advisor, Pensions and Lifetime Savings Association
Rt Hon Sir Stephen Timms, former Chair, Work & Pensions Committee
Nigel Waterson, ILC Trustee
Jackie Wells, Strategy and Policy Consultant, ILC Strategic Advisory Board
Discovering Delhi - India's Cultural Capital.pptxcosmo-soil
Delhi, the heartbeat of India, offers a rich blend of history, culture, and modernity. From iconic landmarks like the Red Fort to bustling commercial hubs and vibrant culinary scenes, Delhi's real estate landscape is dynamic and diverse. Discover the essence of India's capital, where tradition meets innovation.
1. AGF MANAGEMENT LIMITED
Scotia Capital Financials Summit
Tuesday September 14, 2004
Blake C. Goldring, CFA
President and Chief Executive Officer
Randy Ambrosie
Executive Vice-President,
Sales and Marketing
AGF: A GLOBAL INVESTMENT MANAGEMENT COMPANY
Established in 1957
Market capitalization: $1.6 billion
Total assets under management: $31.1 billion
Dividend yield: 2.51%
August 31, 2004
2. CORPORATE PROFILE — BUSINESS SEGMENTS
Investment Management AGF Trust Fund Administration
AGF Funds Inc. Unisen Inc.
Top supplier to
advisors of loans,
AGF PIM mortgages and GICs
Investmaster
AGF Asset Management
Asia – Singapore
AGF International Advisors
Co. Ltd. – Dublin
Business segment share of pre-tax income
Investment AGF Trust and
Management Fund Administration
95% 5%
Fiscal year to date — 2004
COMPETITIVE ENVIRONMENT
MUTUAL FUND INDUSTRY LIFE CYCLE
• Encourage rival exit—
invest to extend market
• Maintenance leadership
investments • Cut costs to sustain
INDUSTRY
• Strong cash flow cash flow
• Invest for growth—
reinvest modest
cash flow
• Large investment
• Cash flow negative
INTRODUCTION GROWTH MATURITY DECLINE
3. COMPETITIVE ENVIRONMENT
CHALLENGING CYCLICAL FACTORS
2004 YTD Industry Net Sales*
Mortgage & Real Estate 2%
Dividend & Income 31%
Balanced 25%
Canadian Common Shares 0%
US and Foreign Shares 6%
Bond & Income 36%
Equity funds have been 6% of total
industry sales 2004 YTD.
* Calendar year to July, 2004
COMPETITIVE ENVIRONMENT
EMERGING CYCLICAL TRENDS
Fund Type — July, 2004*
1% 2% 1%
100%
11%
23%
80% 14%
43%
17%
60%
14%
40% 74%
59%
20% 41%
0%
Industry Banks AGF
Equities Balanced Fixed Income Real Estate
* IFIC
4. STRATEGIC PRIORITIES
• Reinforce investment management excellence
• Build a client centric organization focused on
multi-channel distribution
• Pursue strategic acquisitions to supplement
organic growth
• Undertake disciplined review of support entities
STRATEGIC PRIORITIES
• Reinforce investment management excellence
• Build a client centric organization focused on
multi-channel distribution
• Pursue strategic acquisitions to supplement
organic growth
• Undertake disciplined review of support entities
5. LONG-TERM PERFORMANCE TELLS A STORY:
STRENGTH IN NUMBERS
Fund Performance Comparison — July 31, 2004
% of Total Assets Above Median
COMPANY FIVE YEAR TEN YEAR
AGF 61% 75%
C.I. 49% 28%
CIBC 47% 37%
Fidelity 70% 73%
IG 41% 21%
MacKenzie 61% 87%
Royal Bank 51% 29%
TD Bank 55% 82%
AIM/Trimark 92% 54%
Source: BellCharts as at July 31, 2004
Top companies by assets
OUR CATEGORY KILLER POTENTIAL
• AGF Canadian Real Value Fund
– We have one of the best value managers in the business in Keith Graham
• AGF European Equity Fund
– #2 European Equity Fund Manager Worldwide — Mercer
Investment Consulting*
• AGF International Value Fund
– Harris Associates named one of Kiplinger’s top 10 U.S. fund companies
• Harmony
– “AGF Harmony was the only wrap program that advanced in
asset ranking last year . . . and posted the highest year-over-year [AUM]
growth rate for 2003”**
* Source: Financial Times, in a survey conducted by Mercer Investment Consulting for the three years
ended December 31, 2003
** Source: Investor Economics, Fee-based Report: Winter 2004, HEFW Category
6. INVESTMENT MANAGEMENT — TACTICS
1. Clarify and articulate each fund’s philosophy and style
2. Investigate sub brand strategy
3. Review our investment disciplines
– Extract better performance from our processes
STRATEGIC PRIORITIES
• Reinforce investment management excellence
• Build a client centric organization focused on
multi-channel distribution
• Pursue strategic acquisitions to supplement organic
growth
• Undertake disciplined review of support entities
7. AGF MANAGEMENT LIMITED
Randy Ambrosie
Executive Vice-President,
Sales and Marketing
U.S. MUTUAL FUND COMPANIES BY
DISTRIBUTION TYPE
TOTAL ASSETS CHANGE IN MARKET
MAY ’04 ($ billions) SHARE — YTD
Industry 4,934 — DISTRIBUTION STRATEGY
1. Vanguard 623.6 0.29%
2. Fidelity 613.0 -0.09%
3. American Funds 534.4 0.62% Direct
4. Franklin Templeton 196.2 -0.06%
5. PIMCO Funds 149.1 0.03%
6. Putnam 119.0 -0.34%
7. T Rowe Price 115.2 0.08% Independent
8. OppenheimerFunds 95.2 -0.01% Advisors
9. Barclays Global 76.9 0.33%
10. Janus 74.5 -0.22%
11. MFS 73.6 -0.12% Vertically
12. AIM Investments 73.5 -0.17% Integrated
13. American Century 71.8 -0.02%
14. Scudder 61.9 -0.10%
15. American Express 60.9 -0.11%
Source: Investor Economics
8. PERCENT OF A TYPICAL CANADIAN ADVISOR’S SALES
BY FUND FAMILY
0 10 20 30 40 50 60
these fund families
Core supporter of
Rank 1
Rank 2
Rank 3
Rank 4
Second-tier supporter
of these fund families
Rank 5 2003
Rank 6 2003e
2002
Rank 7
2001
Rank 8 2000
Top 4 fund families =
On average, advisors 90% of sales in 2003
continue to represent 6.4
fund families.
BUT! 84% of sales in 2002
83% of sales in 2001
84% of sales in 2000
BOTTOM UP APPROACH
ADVISOR CHANNEL
• Increase coverage capabilities
– 29 core coverage teams
• Rationalize sales team compensation
– New assets
– Asset retention
• Additional coverage
– Strategic relationships
9. CLIENT CENTRIC — SALES TACTICS
Sales & Marketing
Customer
Advisor National Institutional Product Marketing
Relationship
Sales Accounts Sales Development Services
Management
STRATEGIC PRIORITIES
• Reinforce investment management excellence
• Build a client centric organization focused on
multi-channel distribution
• Pursue strategic acquisitions to supplement
organic growth
• Undertake disciplined review of support entities
10. STRATEGIC ACQUISITIONS —
AGF PRIVATE INVESTMENT MANAGEMENT
Targets:
• 50% cash flow margins
• 15-20% ROI Montreal
•$1.2B in assets
•Core Value
•Large Cap
Vancouver Calgary Toronto Ottawa
• $2B in assets • Organic growth • Organic • $1B in assets
• Oil & Gas • Leverage PM’s growth • Core Value
• Small Cap in Vancouver • Fixed Income
STRATEGIC PRIORITIES
• Reinforce investment management excellence
• Build a client centric organization focused on
multi-channel distribution
• Pursue strategic acquisitions to supplement organic
growth
• Undertake disciplined review of support entities
11. SUPPORT BUSINESSES — AGF TRUST
AGF TRUST
• Leverages financial advisor offerings through loans,
mortgages and GICs
• Consumer loans (investment and RSP) rose 16% in
Q2 2004 versus Q1 2004
• Net income for Q2 2004 up 160%* over Q2 2003
*Increase does not include one-time gain of $0.6 million in Q2 2004
SUPPORT BUSINESSES — AGF TRUST
AGF Trust — Income Before Taxes AGF Trust — Total Assets
($ 000’s) ($ 000’s)
9,000 800,000
8,000 700,000
7,000
CAGR CAGR
6,000 41% 600,000 43%
5,000 500,000
4,000 400,000
3,000
300,000
2,000
1,000 200,000
- 100,000
2000 2001 2002 2003 2004 2000 2001 2002 2003 2004
annualized forecast
12. SUPPORT BUSINESSES
• Administration and/or technology solutions for 28 million
investment fund accounts with $210 billion in assets
• Over 170 client relationships
• EBITDA for the fund administration segment for YTD
2004 up 156% over prior year
May 31, 2004
YTD 2004 RESULTS — DRIVING MOMENTUM
Revenue up 13.4%
Cash flow from operations up 26.7%
EBITDA up 13.8%
Net income up 55.5%
Includes $7.1 million tax benefit realized in Q2 2004.
Does not include $12.8 million capital gain in Q1 2003.
13. STRENGTH IN KEY MEASURES — BUSINESS GROWTH
EBITDA and Cash Flow Growth
$350,000
CAGR: 28%
$300,000
$250,000 CAGR: 33%
$200,000
$150,000
$100,000
$50,000
$0
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004
Year annualized
EBITDA Cash Flow From Operations
UTILIZATION OF FREE CASH FLOW
($ millions)
160 Debt Reduction
140 Dividends
Acquisitions
120
Share Repurchases
100
80
60
40
20
0
2002 2003 2004*
*2004 Data
• Debt reduction is a forecast
• Dividends and share repurchases are YTD annualized
• Acquisitions are YTD
14. DIVIDEND GROWTH —
A PRIORITY USE OF FREE CASH FLOW
Annual Dividends Paid Per Share*
$0.50
$0.40
CAGR 24%
$0.30
$0.20
$0.10
$0.00
'97 '98 '99 '00 '01 '02 '03 '04
annualized
Dividends increased 37.5% in Q2 2004
to an annual rate of $0.44 per share
*Fiscal years ending November 30
RECOGNIZED LONG-TERM OUTPERFORMANCE
20-year performance among the 79 companies in the
S&P/TSX composite that have been listed on the TSX for
20 years ending Nov 25 2003. Reported by National Post
BUSINESS February 2004.
15. FORWARD LOOKING INFORMATION
This presentation contains certain forward-looking
statements that are made based on management’s
judgment and expectations but are inherently subject to
risks and uncertainties beyond the Corporation’s control.
These risks and uncertainties include economic conditions,
market fluctuations, interest rate and foreign exchange
movements, political events, regulatory change and
competitive developments. Actual results may differ
materially from those anticipated in the
forward-looking statements.