June 23, 2017 7:25 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 mutual funds, pooled funds, wrap accounts, and separately managed institutional client accounts. It manages equity, fixed income, and balanced mutual funds for its clients. The firm also manages exchange traded funds for its clients. It invests in the public equity and fixed income markets. The firm was formerly known as Jones Heward Investment Counsel Inc. It was formed in 1982 and is based in Toronto, Canada with an additional office in Montreal, Canada. BMO Asset Management Inc. operates as a subsidiary of BMO Private Investment Counsel Inc.

First Canadian Place

43rd Floor

100 King Street West

Toronto, ON M5X 1A1

Canada

Founded in 1982

Key Executives for BMO Asset Management Inc.

Chief Executive Officer, President, Chief Investment Officer and Portfolio Manager
Senior Vice President and Chief Administrative Officer
Vice President and Portfolio Manager of Canadian Equities
Senior Vice President and Head of Portfolio Management for ETF and Global Structured Investment
Age: 57
Compensation as of Fiscal Year 2016.

BMO Asset Management Inc. Key Developments

BMO Asset Management Inc. Launches Global Sector Exchange Traded Funds

BMO Asset Management Inc. has added four Exchange Traded Funds, expanding its comprehensive sector suite with the addition of key global exposures. BMO Global Banks Hedged to CAD Index ETF. This ETF is designed to invest in securities of the Russell Developed Large Cap Banks Capped 100% Hedged to CAD Index, providing investors with exposure to global banks. BMO Global Consumer Discretionary Hedged to CAD Index ETF. This ETF is designed to invest in securities of the Russell Developed Large Cap Consumer Discretionary Capped 100% Hedged to CAD Index, providing investors with exposure to global consumer discretionary companies. BMO Global Consumer Staples Hedged to CAD Index ETF. This ETF is designed to invest in securities of the Russell Developed Large Cap Consumer Staples Capped 100% Hedged to CAD Index, providing investors with exposure to global consumer staples. BMO Global Insurance Hedged to CAD Index ETF. This ETF is designed to invest in securities of the Russell Developed Large Cap Insurance Capped 100% Hedged to CAD Index, providing exposure to global insurance companies. With the addition of these four ETFs, BMO AM now offers 90 listings. Since launching its first ETFs in 2009, BMO AM has captured the most inflows in the Canadian ETF industry for six consecutive years. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

BMO Asset Management Inc. Expands its ETF Lineup

BMO Asset Management Inc. (BMO AM) expanded its Exchange Traded Funds (ETF) suite, further providing clients with innovative income solutions to navigate the market effectively. The offering of the new ETFs has closed, and they will begin trading on the Toronto Stock Exchange today: BMO Canadian High Dividend Covered-Call ETF (Ticker: ZWC): This ETF is designed for investors looking for higher dividend-paying Canadian securities with the additional of yield through a covered call overlay. It will complement BMO AM's existing suite of covered call ETFs. BMO US Put Write Hedged to Canada ETF (Ticker: ZPH): This ETF is designed to provide investors with exposure to the performance of a portfolio of put options on U.S. large capitalization equity securities to generate income. This ETF is now available in hedged, unhedged and USD to allow investors to choose their currency exposure. BMO US Preferred Share Index ETF (Ticker: ZUP/ZUP.U) /BMO US Preferred Share Hedged to CAD Index ETF (Ticker: ZHP): These ETFs are designed to invest in and hold the Constituent Securities of the Solactive US Preferred Share Select Index, providing investors exposure to the U.S. preferred-share market with a smart-beta dividend yield screen. BMO US Preferred Share Index ETF and BMO US Preferred Share Hedged to CAD Index ETF are available in hedged, unhedged and USD to allow investors the flexibility to position their portfolio based on market views.

BMO Asset Management Inc. Expands Low Volatility ETF Suite

BMO Asset Management Inc. launched an Emerging Markets low volatility Exchange Traded Fund (ETF) which complements its existing suite of smart beta ETFs. This ETF is designed for investors seeking long-term growth through Emerging Market equities with greater downside protection than market-capitalization-weighted products. With the addition of this ETF, BMO AM now offers more than 70 listings, including seven in its low volatility suite.

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