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August 28, 2015 9:26 AM ET

Capital Markets

Company Overview of BMO Asset Management Inc

Company Overview

BMO Asset Management Inc. is a privately owned investment manager. The firm primarily provides its services to pensions, endowments, trusts, insurance company reserves, corporate surpluses, and mutual funds. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also manages mutual funds for its clients. It invests in the public equity and fixed income markets of Canada. The firm also invests in the equity markets of United States. For its Canadian equity portfolio, it invests in stocks of large-cap companies. The firm invests in stocks of small-cap and mid-cap companies falling in the range of $100mm to $1.5bn in market capitalization for its small cap po...

77 King Street West

Suite 4200

Toronto, ON M5K 1J5


Founded in 1982





Key Executives for BMO Asset Management Inc

Chief Executive Officer, President, Chief Investment Officer, Chairman of the Investment Strategy Committee, and Portfolio Manager
Co-Chief Executive Officer
Senior Vice President, Director of Fixed Income, Portfolio Manager, and Member of Strategic Investment Policy Committee
Senior Vice President, Head of Portfolio Management, and Portfolio Manager
Senior Vice President, Global Head of ETFs, and Chief Investment Officer of Global Structured Investments
Compensation as of Fiscal Year 2015.

BMO Asset Management Inc Key Developments

BMO Asset Management Inc. Launches a New Class of U.S. Dollar Units of BMO Us High Dividend Covered Call ETF

BMO Asset Management Inc. launched a new class of U.S. dollar units of BMO US High Dividend Covered Call ETF, making it more convenient for Canadians who want to use U.S. dollars to invest. The addition of ZWH.U to BMO ETFs' lineup expands the number of BMO ETFs that offer USD Units to five. BMO US High Dividend Covered Call ETF; BMO S&P 500 Index ETF; BMO US Dividend ETF; BMO Low Volatility US Equity ETF; and BMO Mid-Term US IG Corporate Bond Index ETF.

BMO Asset Management Inc. Introduces Four New ETFs to Product Suite

BMO Asset Management Inc. launched four exchange traded funds (ETFs) to help address the portfolio construction needs of investors. The new ETFs include ones which offer exposure to high quality or dividend-based equities and ones showcasing continued innovation in fixed income. The offering of the following new ETFs has closed, and they will begin trading on the Toronto Stock Exchange on November 12, 2014: BMO MSCI All Country World High Quality Index ETF (ZGQ): This ETF will allow investors to access quality investing - a strategy used to select companies with stable business models and viable competitive advantages - with exposure to global equities in a cost-efficient manner; BMO MSCI USA High Quality Index ETF (ZUQ): This ETF will also allow access to quality investing, providing investors with exposure to high quality, U.S. companies; BMO Equity Linked Corporate Bond ETF (ZEL): This ETF is for investors who are looking for fixed income exposure with equity market upside. It will invest in a diversified portfolio of corporate bonds and will buy equity market options; BMO International Dividend ETF (ZDI): This ETF is suited for yield-oriented investors who are seeking a diversified portfolio of international equities. It provides exposure to large- and mid-capitalization international companies with a sustainable dividend yield.

BMO Asset Management Inc. Launches Seven New ETFs

BMO Asset Management Inc. (BMO AM) introduced seven Exchange Traded Funds (ETFs). The new equity and fixed income based ETFs will help investors achieve their objectives of income, growth and diversification. The offering of the following new ETFs has closed, and they will begin trading on the Toronto Stock Exchange February 14, 2014: BMO MSCI Europe High Quality Hedged to CAD Index ETF (ZEQ): The listing will provide investors with exposure to a diversified portfolio of high quality European equities by tracking the MSCI Europe Quality 100% Hedged to CAD Index, which screens large-and mid-cap stocks for high return on equity, stable earnings growth and low financial leverage. This ETF will largely mitigate volatility between the European currencies and Canadian dollar by using a currency hedge. BMO US High Dividend Covered Call ETF (ZWH): The listing will offer non-currency hedged exposure to dividend-paying U.S.-based equities of 30 large-cap stocks diversified across several different sectors. This ETF includes a covered call overlay which increases yield while reducing volatility. BMO Equal Weight US Banks Index ETF (ZBK): This ETF will provide access to a portfolio of large-cap U.S. banks by tracking the Dow Jones U.S. Large-Cap Banks Equal Weight Total Stock Market Index. The listing is the non-currency hedged complement to the existing BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB). BMO MSCI EAFE Index ETF (ZEA): This non-currency hedged ETF will offer access to a diversified portfolio of equities from developed markets (excluding North America) by tracking the MSCI EAFE Index - the most recognized benchmark for international equities. This ETF will complement the existing BMO MSCI EAFE Hedged to CAD Index ETF (ZDM). BMO Discount Bond Index ETF (ZDB): The listing will provide investors with unique exposure to the broad based Canadian income universe through the FTSE TMX Canada Universe Discount Bond Index and will only hold investment grade issues trading near or below par. BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (ZSU): This ETF will provide investors with broad exposure to U.S. investment grade corporate bonds based on tracking the Barclays US Investment Grade 1 to 5 Year Corporate Bond Capped Index CAD Hedged. The U.S. corporate bond universe is more diversified by sectors and issuers than the Canadian space. The listing will focus on the less interest rate sensitive short-end of the yield curve and will complement the existing BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (ZMU). BMO Floating Rate High Yield ETF (ZFH): The listing will invest in Canadian Treasury-bills and sell protection to gain exposure to the credit spread to a diversified transparent portfolio of U.S. high yield corporate bonds.

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