Capital Markets named the 2009 Best Bank for the Canadian
Dollar by FX Week Magazine
20, 2009 – BMO Capital Markets, the investment and corporate
banking arm of BMO Financial Group, has been named the
Best Bank for the Canadian Dollar by FX Week Magazine.
is the first time BMO Capital Markets has received this
honour, which is determined by votes from foreign exchange
market professionals around the world. The FX Week Best
Bank Awards are presented annually in London, U.K. during
the benchmark for the performance in the global FX industry,
the FX Week Best Bank Awards are the most accurate
indicator of who is leading the forex marketplace,” said
Stephen Couling, Publisher, FX Week. “And there
is no question BMO Capital Markets has earned the No.
1 ranking in the Canadian dollar as judged by some of
the largest and most influential FX participants.”
selected for inclusion in the Dow Jones Sustainability Index
2009 – BMO Financial Group (BMO) has been selected for
the fifth consecutive year for inclusion in the Dow Jones
Sustainability (DJSI) North America Index. This recognition
places BMO in the leading 20% in terms of sustainability
of the 600 biggest North American companies in the Dow
Jones World Index.
recognized as a global leader in climate disclosure
21, 2009 – BMO Financial Group has been named as one
of the highest scoring companies in the world, and the
only Canadian bank, in the Global 500 Carbon Disclosure
Leadership Index for 2009. This is the second year in
a row that BMO – a long-time signatory to the Carbon
Disclosure Project (CDP) - has been included on this
Index, created by the CDP, is comprised of companies
based worldwide that show distinction in their reporting
of greenhouse gas emissions and climate change strategies.
Index members are distinguished by their comprehensiveness
of disclosure and level of understanding of the risks
and opportunities presented to their businesses by climate
the full press release.
received the Gold Award for its online Annual Report
17, 2009 – BMO was the proud recipient of the Gold Award
for its 2008 online Annual Report at the ARC Awards Gala
in New York.
ARC (Annual Report Competition) Awards is the largest
international competition honouring excellence in annual
reports. ARC is not affiliated with any magazine or trade
association, and does not accept advertising or sponsorships.
The competition is globally recognized and awards excellence
in creativity, clarity, effectiveness and innovation.
named as one of the Best Employers for New Canadians
has been named as one of the Best
Employers for New Canadians for 2009 by Mediacorp Inc.
This special designation recognizes the nation’s best employers
for recent immigrants and the interesting programs they
offer to assist new Canadians in making the transition
to a new workplace and life in Canada.
listed on the Jantzi Social Index
10, 2009 – BMO is currently a constituent of the Jantzi
Social Index® (JSI). Jantzi
Research evaluates companies based on a wide range
of ESG indicators and monitors performance using their
Best of Sector™ approach.
research analysis is used by a growing number of institutions
and individual investors who consider environmental,
social and governance performance, in addition to financial
performance, in the management of their investments.
wins prestigious Data Governance Award
2009 – On June 15, 2009, The Data Warehousing Institute
(TDWI) announced the 2009
Best Practices Awards winners and BMO was recognized
in the data governance category. Judges evaluated all
submissions on four criteria: business impact, maturity,
innovation, and relevance. The judging panel included
IT practitioners, consultants, industry analysts, and
Capital Markets wins the “Best Live Event” category at the
2009 American Business Awards
2009 – BMO Capital Markets was the winner in the “Best
Live Event” category at the 2009 American Business Awards
in New York. The firm won the award in recognition of
our Global Metals and Mining Conference, which provides
an unparalleled client experience for over 1,000 people
from 21 countries.
Capital Markets was also a Finalist in three other categories
at this year’s awards: Best Marketing Department; Best
Marketing Brochure (Global Metals & Mining brochure);
and Best Corporate Social Responsibility Program (Equity
known as the “Stevie” awards, the American Business Awards
competition is open to companies of all sizes, and in
all sectors, across the United States. The 2009 awards
drew a total of more than 2,500 entries, with the final
winners round being judged by nearly a dozen high-profile
Knights Best 50 Best Corporate Citizens Ranking 2009
2009 – For the seventh consecutive year, BMO Financial
Group was recognized for its leadership in corporate social
responsibility ranked by Corporate Knights as one of the
Best 50 Corporate Citizens.
listed as one of Canada’s 50 Most Responsible Corporations
18, 2009 – BMO is included on the 2009 Jantzi/Maclean’s list
of the 50 Most Responsible Corporations in Canada.
was based on performance across a broad range of environmental,
social and governance indicators such as environmental
management, impact on local or First Nations communities,
treatment of employees and record on human rights issues.
Some companies are noted for their development and production
of products or services that contribute directly to sustainability. Read
the full report.
ranked highest in Midwest region in a tie for customer satisfaction
in retail banking
19, 2009 – Harris was ranked highest in retail banking
in the Midwest region for customer satisfaction in a
tie, in the J.D. Power and Associates 2009 Retail Banking
Capital Markets and Harris honored as top contributors for
Chicago United Way
2009 – Harris and BMO Capital Markets were recognized
as a Top Ten contributor for the United Way Metro Chicago
2008 campaign. The firm was also honored with two awards:
the Innovative Promotion Materials award which recognized
the inventive marketing efforts that were employed to
promote LIVE UNITED, and the Volunteerism Pillar award,
which recognizes the company that best encourages and
supports its employees’ involvement through hands-on
Capital Markets analysts recognized in The Wall Street Journal
Best on the Street analyst survey
2009 – The Wall Street Journal’s annual financial
analyst ranking, “Best on the Street”, reviews nearly
50 major industry groups, ranking the top analysts within
each business segment. The stock pickers in each industry
are ranked by their recommendation-performance scores
BMO Capital Markets analysts were recognized for their
stock picking abilities in biotechnology; business and
industrial services; household and personal products;
and retailers: broadline and apparel.
identified as an environmentally and socially responsible company
7, 2009 – For the fifth consecutive year, BMO Financial
Group was selected for inclusion in the FTSE4Good
is an independent company jointly owned by The
Financial Times and the London Stock Exchange.
FTSE does not give financial advice to clients, allowing
for the provision of objective market information.
indices are used extensively by a range of investors
such as consultants, asset owners, fund managers, investment
banks, stock exchanges and brokers.
Fildes of BMO Capital Markets named to Canada’s Top 40 Under
1, 2009 – Shane Fildes, the head of BMO Capital Markets’ Canadian
Energy Group in Calgary, has been named to Canada’s Top
40 Under 40™ for 2009. Canada's Top 40 Under 40™ is a
national program founded and managed by The Caldwell
Partners to celebrate our leaders of today and tomorrow,
and to honour Canadians who have reached a significant
level of success but have not yet reached the age of
Mutual Funds wins Lipper Award
BMO Dividend Fund receives top honours at 2009 Lipper
2009 – BMO Dividend Fund is presented with the 2009 Lipper
Award for best fund over ten years in the Canadian Dividend & Equity
Lipper Fund Awards program highlights funds that have
excelled in delivering consistently strong risk-adjusted
performance relative to peers. Awards are presented to
funds in 21 countries in Asia, Europe, and the Americas.
Capital Markets places first for Equity Research in the 2009
Thomson Reuters StarMine Canadian analyst awards
2009 – BMO Capital Markets placed first in the 2009 Thomson
Reuters StarMine Canadian analyst awards. StarMine is
an independent firm that measures the performance of
analysts based on the returns of their stock picking
recommendations and the accuracy of their earnings estimates.
The 2009 awards apply to 2008 calendar-year performance
and estimates for Canadian-based companies in 20 sectors.
In an exceptionally volatile year, BMO Capital Markets
won the award for Top Broker by collecting 17 individual
list of the winners can be found on the StarMine
Capital Markets wins FX Awards in China
2009 – BMO’s Guangzhou branch was named “Most Popular
Market Maker” in 2008 – as determined by a popularity
vote among market makers. The three runners up were all
Chinese banks – Industrial Bank of China, Bank of China
and Bank of Communications.
was also named "Best Market Maker" for 2008. This award,
which is determined by the China Foreign Exchange Trade
System (CFETS), takes into account technical indices/indicators,
market votes and scoring by regulators. BMO was the only
foreign bank to win this award.
addition, BMO was the only bank to be awarded "Best non-USD
Market Maker” in 2008, as we have the largest share of
volume in non-USD CNY crosses.
Mutual Funds and BMO InvestorLine recognized for customer
2009 – BMO Mutual Funds and BMO InvestorLine have been
recognized for exceptional customer service during 2008
by Dalbar Inc., a premier national research firm which
surveys customer service for many investment companies.