Alternative Investments
Aiming to enhance returns, generate income and improve diversification.
Efficient solutions for all institutional investors
Over the past decade, there has been an ever growing adoption of alternative investments within institutional portfolios. BMO Global Asset Management’s Alternative Investments Team is making access easier, offering evergreen and closed-end solutions across multiple alternative asset classes, whether by leveraging our internal capabilities or by entering into partnerships with leading alternative asset managers worldwide.
Explore the BMO Partners Group Private Markets Fund
This fund provides access to globally diversified private markets in a single ticket for Canadian accredited investors.
Benefits
The addition of alternative assets, alongside public equities and bonds, has the potential of maximizing risk-adjusted returns to better meet institutional investors’ long-term objectives.
Investment philosophy
Meet the Alternatives Team
BMO Global Asset Management’s Alternative Investments Team is tasked with developing and executing innovative alternative investment solutions that can benefit institutional investors seeking to explore beyond traditional portfolios.
Contact us
To learn more please contact us at BMOAM.institutional@bmo.com.
Disclaimers
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.
Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Distributions are not guaranteed and are subject to change and/or elimination. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
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.
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