Company Overview of BMO Investments Inc.
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
Toronto, ON M5K1J5
Key Executives for BMO Investments Inc.
Compensation as of Fiscal Year 2013.
BMO Investments Inc. Key Developments
BMO Investments Inc. Launches New Selecttrust(TM) and ETF Portfolios
Aug 12 13
BMO Investments Inc. introduced two new managed solutions: SelectTrust(TM) Portfolios and ETF Portfolios in a trust structure. Each new investment solution offers a series of six risk-differentiated portfolios, expanded to include new conservative options: fixed income, security, conservative, balanced, growth and equity growth. Each individual portfolio combines actively managed funds and/or passively managed ETFs for increased diversification. Part of BMOII's managed portfolio suite, the core investment vehicles are suitable for a broader range of investment goals and investment plan types, and aim to provide more potential return and lower risk.
BMO Investments Inc. Introduces Five New Mutual Funds for Income Focused Investors
Aug 12 13
BMO Investments Inc. announced that it has launched five new mutual funds to support the needs of income-focused investors. The new funds include: BMO Preferred Share Fund: meant for those who want to invest in a high demand asset class that offers more tax efficient income than debt investments Preferred shares are an excellent portfolio construction tool with different return characteristics from both equities and fixed income; BMO Tactical Dividend ETF Fund: an actively managed fund of ETFs that uses a Canadian core and global active allocation strategy Ideal for those who are seeking income as well as capital growth in a low cost, globally diversified, ETF-based investment Managed by Larry Berman, host of Berman's Call on BNN; BMO U.S. Dollar Dividend Fund: meant for income-seeking investors to purchase in U.S. dollars, who are looking for greater yields than those offered by the debt markets and with equity growth opportunities; BMO U.S. Dollar Balanced Fund: Designed for investors to purchase in U.S. dollars, and offers a total return approach to access the U.S. growth story; BMO Emerging Markets Bond Fund: enables investors to access the emerging markets fixed income sector that provides higher yield than traditional Canadian fixed income investments.
BMO Investments Inc. Announces Plans to Terminate Two Mutual Funds
Jul 19 13
BMO Investments Inc. the manager of the BMO Mutual Funds, announced its intention to terminate BMO Sustainable Climate Class and BMO Sustainable Opportunities Class. Effective July 19, 2013, the Funds will cease offering shares for purchase and will be terminated on or about September 20, 2013. The decision to terminate the Funds is because of the relatively small asset size and the small number of securityholders. Securityholders may redeem or switch their investments in the Funds until the close of business on September 17, 2013. Investments held in a registered account can be transferred to BMO Money Market Fund. Securityholders will not be required to pay any redemption fees or sales charges upon redemption of their investment or the termination of the Funds.
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