August 28, 2014 10:21 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

Canada

Founded in 1982

Phone:

416-359-5000

Fax:

416-359-5950

Key Executives for BMO Asset Management Inc

Chief Executive Officer
Co-Chief Executive Officer
Senior Vice President
Senior Vice President
Senior Vice President and Chief Investment Officer of Global Structured Investments
Compensation as of Fiscal Year 2014.

BMO Asset Management Inc Key Developments

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.

BMO ETFs Presents at 12th Annual World Alternative Investment Summit Canada (WAISC) Conference, Sep-10-2013 01:40 PM

BMO ETFs Presents at 12th Annual World Alternative Investment Summit Canada (WAISC) Conference, Sep-10-2013 01:40 PM. Venue: Fallsview Casino Resort, Niagara Falls, Ontario, Canada. Speakers: Alfred Lee, Vice President, Investment Strategist.

BMO Asset Management Inc. Launches New ETFs

BMO Asset Management Inc. introduced seven Exchange Traded Funds (ETFs). The new equity ETFs and new fixed income ETFs will allow investors to adjust the risk/return characteristics of their portfolio, as well as adjust their portfolio to address changing market conditions. The offering of the following new ETFs has closed and they will begin trading on the Toronto Stock Exchange: BMO U.S. Dividend: The listings provide investors exposure to a portfolio of 100 large-cap stocks diversified across a number of sectors, screened for dividend growth, yield and payout ratio. This strategy is available through three listings: Non-currency hedged CAD units - BMO U.S. Dividend ETF (ZDY); Non-currency hedged USD units - BMO U.S. Dividend ETF (ZDY.u); Hedged to Canadian dollar CAD units - BMO U.S. Dividend Hedged to CAD ETF (ZUD). BMO Low Volatility U.S. Equity: The listings provide investors exposure to the 100 large-cap stocks with the lowest beta relative to the S&P 500 Composite Index, placing a higher emphasis on stocks that are less sensitive to shifts in the market. This strategy is available through two listings: Non-currency hedged CAD units - BMO Low Volatility U.S. Equity ETF (ZLU); Non-currency hedged USD units - BMO Low Volatility U.S. Equity ETF (ZLU.u). BMO Mid-Term U.S. IG Corporate Bond: The listings are expected to have reduced sensitivity to a steepening yield curve by not holding long-term bonds. The U.S. investment grade bonds universe is more diversified than the Canadian corporate bond universe. This strategy can be purchased through three listings: Non-currency hedged CAD units - BMO Mid-Term U.S. IG Corporate Bond Index ETF (ZIC); Non-currency hedged USD units - BMO Mid-Term U.S. IG Corporate Bond Index ETF (ZIC.u); Hedged to Canadian dollar CAD units - BMO Mid-Term U.S. IG Corporate Bond Index Hedged to CAD ETF (ZMU). BMO Mid Provincial Bond Index ETF (ZMP): This ETF invests in a range of debt securities with a term-to-maturity date between five and 10 years. Securities held in the index are issued or guaranteed by Canadian provincial governments and their agencies, as well as by government-sponsored agencies. BMO Long Provincial Bond Index ETF (ZPL): This ETF invests in an assortment of debt securities with a term-to-maturity of more than 10 years. Securities held in the index are issued or guaranteed by Canadian provincial governments and their agencies, as well as by government-sponsored agencies.

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