August 25, 2016 11:26 PM ET

Capital Markets

Company Overview of BMO Investments Inc.

Company Overview

BMO Investments Inc. caters to individual and institutional clients. It launches equity, fixed income, and balanced mutual funds for its clients. The firm invests in public equity and fixed income markets. It was formerly known as First Canadian Funds Inc. The firm is based in Toronto, Canada. BMO Investments Inc. operates as a subsidiary of Bank Of Montreal.

77 King Street West

Suite 4200

Toronto, ON M5K1J5

Canada

Key Executives for BMO Investments Inc.

Chief Executive Officer and Director
Co-President
Co-President, Chief Operating Officer, and Director
Age: 49
Chief Financial Officer
Executive Vice-President, Head of Retail Distribution, and Director
Age: 49
Compensation as of Fiscal Year 2016.

BMO Investments Inc. Key Developments

BMO Investments Inc. Launches Two Mutual Funds

To provide Canadians with more choice and the ability to align their investments more closely with their values, BMO Investments Inc. launched two mutual funds, including Canada's first impact investing mutual fund by a Canadian bank - BMO Women in Leadership Fund. BMO Investments Inc. has also introduced BMO Fossil Fuel Free Fund, a socially responsible investment (SRI) strategy. The BMO Fossil Fuel Free Fund aims to provide long-term growth of capital by investing in a globally diversified portfolio of equity securities that excludes companies primarily involved in the development and infrastructure of fossil fuels.

BMO Investments Inc. Introduces Changes to its Mutual Fund Offerings

BMO Investments Inc. has announced changes to its mutual fund line-up. The company said that it will no longer accept purchase orders for Series I securities of each of BMO SelectClass Income Portfolio, BMO SelectClass Balanced Portfolio, BMO SelectClass Growth Portfolio, BMO SelectClass Equity Growth Portfolio, BMO Canadian Tactical ETF Class and BMO Global Tactical ETF Class. In addition, BMO Investments Inc. will terminate each of the said series effective November 13, 2015. Also, effective on November 13, BMO Investments Inc. will terminate Series T5 of each of BMO SelectTrust Conservative Portfolio, BMO SelectTrust Growth Portfolio, BMO SelectTrust Equity Growth, BMO SelectClass Growth Portfolio and BMO SelectClass Equity Growth Portfolio, and Series T8 of each of BMO SelectTrust Growth Portfolio, BMO SelectTrust Equity Growth Portfolio and BMO SelectClass Growth Portfolio. BMO Investments said that in view of the planned changes, investors holding Series I, Series T5 and Series T8 securities may continue to hold the securities until the termination date, when they can redeem the securities entirely. Investors also have the option to switch their Series I, Series T5 and Series T8 securities - if they are qualified - for securities of another BMO Mutual Fund, or redeem their securities entirely and receive the redemption proceeds in the normal course.

BMO Investments Launches New Retirement Portfolios

BMO Investments Inc. has announced that it has launched BMO Retirement Portfolios, a series of flexible and cost effective managed investment solutions. The firm announced that the portfolios are designed to help those in or near retirement to preserve and provide potential to grow their wealth. It has three different risk profiles, and retirees can select depending on their specific needs.

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Recent Private Companies Transactions

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