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April 25, 2015 2:49 AM ET

Capital Markets

Company Overview of BMO Investments Inc.

Company Overview

BMO Investments Inc. is a privately owned investment manager. The firm 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 of the globe. 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
Age: 61
Co-President
Co-President, Chief Operating Officer, and Director
Age: 47
Co-President
Age: 47
Head of Investments
Compensation as of Fiscal Year 2014.

BMO Investments Inc. Key Developments

BMO Investments Inc. Introduces Five Mutual Funds to its Lineup

BMO Investments Inc. launched five new mutual funds, which are intended to provide investors an opportunity to access growth both domestically and globally. The new funds include: BMO Tactical Balanced ETF Fund:An actively managed fund of ETFs which uses a total return approach that adjusts opportunistically between asset classes, sectors and countries based on the current market environment. BMO Tactical Global Bond ETF Fund:An actively managed fund of ETFs which invests in government and corporate bonds, adjusting the credit and maturity exposure based on opportunities in the market. BMO Tactical Global Equity ETF Fund:Another actively managed fund of ETFs which invests in Canadian, U.S. and global equities based on the strongest performers relative to the rest of the market. BMO Growth Opportunities Fund: A growth-oriented fund managed with high conviction to invest in key opportunities regardless of market capitalization or geography. BMO Global Equity Fund: A fund that offers investors access to developed markets globally, with a focus on established companies that are well-managed and disciplined in earnings and cash flow growth, and are consistent with macro themes driving global equity markets.

BMO Investments Inc. Launches New Target Education Portfolios for Canadians' RESP's

BMO Investments Inc. introduced BMO Target Education Portfolios, a series of managed investment solutions specifically designed for education savings and Registered Education Savings Plans (RESPs). The five new portfolios have investing time horizons ranging from Income (for people who are close to or already drawing down their savings) to dates from 2020 to 2035. They are managed based on the child's year of birth and expected date to attend post-secondary education. Each portfolio-consisting of mutual funds and/or Exchange Traded Funds (ETFs)-gradually shifts its asset mix from an emphasis on equities to an emphasis on fixed income as it approaches its target end date, thereby preserving capital for when it is needed. Education Around RESP's: The study also found that more than three quarters (79%) of Canadian parents wish there was more information or education about the benefits of RESPs and saving for post-secondary education. To help address this, Employment and Social Development Canada has introduced Education Savings Week (November 16-22, 2014), which aims to increase awareness around the importance of education savings, the benefits of RESPs and the availability of government incentives. The company reminds Canadians that RESPs offer a number of benefits, including: Tax-deferred growth: Any gains earned in the RESP will not be taxed until the user withdraws user’s funds in the form of educational assistance payments. Canadian Education Savings Grant: The Government of Canada matches contributions to an RESP up to 20% for the first $2,500 contributed, with a maximum of $500 per year and a lifetime maximum of $7,200. Additional Grants: If the user resides in Alberta, Saskatchewan, Quebec or British Columbia, or if the user is a low income household, the user could qualify for additional grants from the provincial or federal government.

BMO Investments Inc. Adds Five Mutual Funds to its Product Lineup

BMO Investments Inc. has added five mutual funds to its product lineup. The new additions are intended to help address a need for growth and income among Canadian investors. The new funds include: BMO Core Bond Fund: A Canadian fixed income fund, which will invest primarily in Canadian government and investment grade corporate bonds. In today's low interest rate environment, the fund will address the investor need for a high level of income and capital preservation; BMO Core Plus Bond Fund: A Canadian fixed income fund that will invest in Canadian government and investment grade corporate bonds plus higher yielding fixed income asset classes. It will target a high level of interest income and maintain a total return approach for investors; BMO Global Balanced Fund: An international fund with a total return strategy designed for investors who are looking for steady growth through a portfolio of equity and fixed income investments; BMO U.S. Dividend Fund: An equity fund designed to address the investor need for income and long-term capital growth by investing in U.S. companies that are expected to grow their dividends over time. It is the Canadian dollar version of the existing BMO U.S. Dollar Dividend Fund; and BMO U.S. Equity Plus Fund: An equity fund for investors seeking high returns through blue chip U.S. and Canadian companies.

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