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Our Solutions

 

We provide global capabilities to a diverse client base. It is a privilege to work alongside our clients and help them effectively manage their investments.


Canadian Equity

 

The following represents those strategies where we have Canadian domiciled vehicles available. All of these strategies are available on a segregated basis.

  • Canadian Core Alpha - Providing stable long-term rates of return through long-term capital growth and current income.
  • Canadian Smart Alpha Equity - Adding value while minimizing downside risk.
  • Canadian Small Cap Equity - Investing in a diversified portfolio of well-managed Canadian listed companies with growth potential.
  • Dividend - Growth potential from equities with the security and stability of dividend income.

Global & International Equity

 

Choose from Canadian domiciled vehicles to access global markets, both developed and developing. All of these strategies are available on a segregated basis.

  • Responsible Global Equity ESG – Capital growth and risk management through companies making a positive contribution to society and the environment.
  • Global Core Alpha - Investing to reliably add alpha to the portfolio in a controlled and systematic manner.
  • Global Smart Alpha - Reduced downside risk while adding value.
  • Global Small Cap - Small consistent amounts of value added with low tracking error.
  • Global Equity - Long-term performance with low absolute volatility of returns.
  • International Equity - A disciplined and consistent approach with significant downside protection.
  • Global Emerging Markets - A core long-term strategy which provides exposure to the global Emerging Markets universe.

 

Additionally, the following strategies can be accessed via non-domestic vehicles or on a segregated basis:

  • U.S. – ranging from micro-cap to large cap Region and/or country specific – both developed and developing
  • Region and/or country specific – both developed and developing

Fixed Income & Balanced

 

The following represents those strategies where we have Canadian domiciled vehicles available. All of these strategies are available on a segregated basis.

 

Money Market

  • Money Market - Invests primarily in money market instruments to preserve capital, ensure liquidity and maximize income.

 

Core Canadian Bonds

  • Bond - Preserving capital and the generation of competitive returns through duration calls and selective credit risks.
  • Core Plus - Providing a high level of interest income along with the opportunity for growth.

 

Balanced - Providing stable long-term rates of return through long-term capital growth and current income across Canadian Fixed income, Canadian, U.S. and international equities.

 

Our capabilities also include:

 

Global – developed and developing markets (combining investment and non-investment grade)

U.S. – investment grade

Corporate Credit – U.S. and global investment and non-investment grade; leveraged loans

 


Beta & Smart Beta

 

As the industry leader, BMO GAM offers over 80 different beta and smart beta strategies across equities, fixed income and commodities.

 

Learn more about our ETFs here


Alternatives

 

Our private investment vehicles are designed to provide clients with high quality alternative investment strategies including:

  • Private Equity
  • Real Estate
  • Multi-Asset Solutions
  • Hedge Funds
  • Responsible Engagement Overlay (reo ®)
  • BMO AM Market Neutral Global Equity Fund - Positive absolute return regardless of market conditions using both long and short global equities across a range of styles.

Customized Solutions

 

Whether it’s building an enhanced portfolio with specific risk objectives or simply holding individual securities in a separate account, we understand the need to create strategies and develop customized solutions for the institutional marketplace and are pleased to offer this service.



Our Services

 

Our strategic priorities include providing investment and servicing expertise to institutional clients and to advancing solutions for clients' needs in a constantly changing marketplace.

Customized Solutions

 

Whether it's investing in a specific mandate or building an enhanced portfolio with specific risk objectives, we understand the need to create strategies and develop customized solutions for the institutional marketplace.

 

We offer customized investment solutions ranging from overlay strategies, to Liability Driven Investment solutions, through to mandates involving Environmental Social and Governance (ESG) considerations, and other unique investment needs.

 

 

 

 

Focus on Risk Management

 

Our focus on delivering a favourable risk/return profile for our clients is grounded in our culture of good governance, and is monitored and managed to help ensure that undue risk is avoided. We categorize risk under the following three broad areas:

 

  • operational risk controls (processes and people),
  • investment (market exposure),
  • policy (regulatory and client constraints).