Know Your Product
March 31, 2024 Update
Managed Solutions
Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (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 Solution. Reviewing the information provided here is designed to help advisors satisfy KYP requirements.
Performance Reports
The March performance reports for Tempo reflect the realignment that occurred in late February. As a result, the Tempo reports appear slightly different than the other solutions.