We are a global asset management firm with headquarters in North America. It is our vision to be an industry leader in delivering advice-led, outcome-oriented investment solutions that exceed our clients' expectations.
Our experienced portfolio management teams are entrusted with independent decision-making authority, giving them the freedom to actively pursue opportunities in global financial markets, leveraging the knowledge of regionally based research teams embedded in key regions.
We believe the success of BMO Global Asset Management stems from a focus on the key principles that characterize our approach to investing, including a commitment to innovation, a disciplined process, diligent risk management, collaborative investment teams, and style consistency over time.
- Innovative investment management
It is our mission to demonstrate innovation in action through the calibre of our investment solutions and the quality of our client service. All along the risk/reward spectrum, from managing risk via short-duration fixed income strategies to exploring long-term equity opportunities in frontier markets, we constantly challenge ourselves to ensure our solutions are timely, relevant and delivered as promised.
- Disciplined process
Our investment process is both rigorous and repeatable, designed with the ultimate goal of achieving advice-driven solutions that meet our clients' needs. Our highly qualified equity and credit research analysts provide comprehensive analytical input to help managers make better day-to-day decisions for investment portfolios.
- Diligent risk management
As a disciplined, risk-conscious financial institution, we carefully assess and manage risk at all levels. We are guided by an integrated risk management framework in all our daily business activities, planning processes and investment functions. Beyond the essential strategies of broad diversification and well-structured portfolio oversight, our diligence extends to monitoring operational risk, business risk and risk at the individual security level.
- Collaborative investment teams
We work closely with our clients to identify and understand their needs and challenges, and then we leverage the skills of our global platform to design an appropriate solution. In addition, portfolio managers are available to work directly with clients to develop and maintain investment guidelines and to monitor performance. At all times, we strive to find an effective balance between manager autonomy (to add value) and manager oversight (to reduce risk).
- Style consistency and purity
We work hard to understand your entire portfolio, making sure that our recommendations fit your needs and facilitate adequate diversification across asset and style classes. Each of our investment management teams has a distinct focus, invests in clearly defined areas of the market, and is committed to staying fully invested when the investment philosophy dictates.
- Focus on long-term results
Understanding your mandate to achieve solid, long-term results, our investment managers adhere to strict investment disciplines and draw on high-quality, proprietary research and analysis. Our disciplined investment processes, combined with our fully integrated risk management and tight controls, provide our clients with consistently superior value across their varied risk preferences.