Know Your Product

Agora’s Managed Models fall within the definition of a managed portfolio within securities regulatory requirements. As such KYP obligations are at the “model” (product) level and not the underlying fund level. This is because the advisor is not able to change the funds nor the weightings in any Managed Models. Reviewing the information provided here is designed to help advisors satisfy KYP requirements.

Prepared by our independent portfolio consultants, these documents deliver the rationale and key talking points for the model changes effective March 31, 2026 – watch the Agora Café replay for deeper insight.