As our client, you benefit from BMO Financial Group's global scale and objective research to identify and gain cost-efficient access to asset managers located around the world with outstanding capabilites.
History of generating attractive long-term, risk-adjusted returns in multiple market environments.
Manager weighs responsible investing into decision-making process
Sound investment philosophy, logical investment framework and repeatable investment process
Long-term track record of success
Shared decision making across investment teams, reducing the potential for key-person risk
Through ownership and/or compensation structure, employees must be aligned with clients
Manager must display a risk management approach to security selection and portfolio construction
Asset allocation views are formed by fundamental analysis across asset classes, taking the global macro-economic backdrop, valuation and policy considerations into account