Institutional Investing

Your investment needs, and the evolution of your objectives, are aligned to our capabilities spanning geographies, asset classes, and style.

Aligning your needs with our investment capabilities

Navigating complexity is a critical investment skill. Choppy and dislocated markets, as well as an erratic political and social landscape, amplify the importance of understanding the interconnection between securities, asset classes and markets.

 

Whether you are re-evaluating a portfolio strategy or narrowing in on a tactical allocation, you can expect our broad team of experienced investment specialists to work closely with you to identify tailored, market-aware solutions.

Our Investment Capabilities

BMO GAM prides itself on being able to offer institutional clients tailored investment solutions that leverage our vast array of capabilities. Our specialized teams of investment professionals construct portfolios that meet your needs – in the short term and long term.

Active Equities

With a legacy in managing equities spanning over 30 years, BMO GAM offers institutional investors a broad and diverse choice of equity solutions.

Active Fixed Income

The best of both worlds – targeting attractive returns while preserving capital.
Hands over tablet with charts

Multi-Asset Solutions

The Multi-Asset Solutions Team (MAST) works to achieve the right balance between managing risks and seizing opportunities.

Alternative Investments

Aiming to enhance returns, generate income and improve diversification.

Exchange Traded Funds (ETFs)

ETFs designed to meet a variety of unique and evolving investment goals.

Institutional Insights

Multi-Asset
January 24, 2023

Cracking the Fed’s Code

With 2024 underway, our attention returns to central banks’ messaging. What we’re looking for is a clear indication of the timing of interest rate cuts—monetary policy, in our view, is the key to certainty about the upcoming year.
Equities
January 24, 2024

2024: A Goldilocks Economy (and Heroic Central Bankers?)

With a soft landing in sight, stable employment, and inflation reverting to its target range, Douglas Porter, Chief Economist at BMO Financial Group, suggests the policy and economic backdrops are constructive for financial markets this year—a near-complete reversal from year-ago expectations.
Equities
January 24, 2024

Diverging Paths: Behind the U.S. and Canada’s Economic Schism

In the second half of 2023, the economic outlooks for the U.S. and Canada sharply diverged, with Canadian growth flirting with recession while the American economy demonstrated greater resilience.
7789, 8929, 8931, 8937, 8941, 8943, 8944, 8945

Disclosures

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties, and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

 

BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Products and services are only offered to investors in Canada in accordance with applicable laws and regulatory requirements.

 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.