Welcome to our additional document library, home of all non-fund specific documents
| Date
|
Title
|
Document type
|
Capability
|
Action |
|---|---|---|---|---|
| August 26, 2020 | ESG Viewpoint - Racial justice - The imperative for investor action | Sales Aid | - | View Download |
| August 19, 2020 | BMO Global Asset Management UN PRI Assessment Results 2020 | - | Responsible | View Download |
| August 14, 2020 | BMO Sustainable Opportunities Global Equity Strategy ESG Profile and Impact Report 2020 | Reports | - | View Download |
| August 7, 2020 | IBOR Transition – An Introduction | Announcements | - | View Download |
| August 5, 2020 | Monthly update – BMO Sustainable Multi-Asset Income Fund | - | - | View Download |
| August 4, 2020 | BMO Global Asset Management PRI 2020 Public Transparency Report | Reports | Responsible | View Download |
| July 22, 2020 | BMO Sustainable Opportunities European Equity Fund - Impact Summary | Reports | Responsible | View Download |
| July 15, 2020 | BMO European PRIIPs Template (EPT) | Regulatory Documents | - | View Download |
| July 15, 2020 | Our expectations on environmental practices | Policies | - | View Download |
| July 15, 2020 | BMO European MiFID Template (EMT) | Regulatory Documents | - | View Download |
| June 23, 2020 | ESG Viewpoint: COVID-19 and labour-related impacts | Sales Aid | Responsible | View Download |
| June 17, 2020 | BMO Responsible Global Equity Strategy ESG Profile and Impact Report 2020 | - | - | View Download |
| April 29, 2020 | Thames River Capital LLP - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | Thames River Capital LLP - Annual Trade Execution Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | LGM Investments Limited - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | BMO Asset Management Netherlands BV - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | BMO Asset Management Limited - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | BMO Asset Management Limited - Order Execution Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | BMO AM Multi-Manager LLP - Order Placement Report 2019 | Regulatory Documents | - | View Download |
| April 29, 2020 | Annual Trade Execution Report 2019 | Regulatory Documents | - | View Download |
| November 21, 2019 | BMO Q1 European PRIIPs Template (EPT) | Regulatory Documents | - | View Download |
| November 5, 2019 | BMO Q1 European MiFID Template (EMT) | Regulatory Documents | - | View Download |
| June 21, 2019 | BMO Q4 European MiFID Template (EMT) | Regulatory Documents | - | View Download |
| May 20, 2019 | BMO Q4 Fair Value Mid-Price Template (FVPT) | Regulatory Documents | - | View Download |
| May 20, 2019 | BMO Q4 Defined Contribution Pension Template (DCPT) | Regulatory Documents | - | View Download |
| May 13, 2019 | Thames River Capital LLP - Order Placement Report | Regulatory Documents | - | View Download |
| May 13, 2019 | BMO Central Dealing Desk - Order Placement Report | Regulatory Documents | - | View Download |
| May 13, 2019 | BMO Central Dealing Desk - Order Execution Report | Regulatory Documents | - | View Download |
| May 1, 2019 | BMO RTS28 Annual Trade Execution Report 2018 | Regulatory Documents | - | View Download |
| May 1, 2019 | Thames River Capital LLP - Annual Trade Execution Report 2018 | Regulatory Documents | - | View Download |
| April 24, 2019 | 2018 Environmental, Social and Governance Report and Public Accountability Statement | Reports | Responsible | View Download |
| April 11, 2019 | Corporate Governance Guidelines (CGG) | Policies | Responsible | View Download |
| April 9, 2019 | BMO Global Asset Management Conflicts of Interest Policy – Proxy Voting | Policies | Responsible | View Download |
| November 29, 2018 | BMO Global Asset Management (EMEA) Order Execution Policy | Policies | - | View Download |
| November 19, 2018 | BMO Managers Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | Thames River Capital LLP RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | LGM Investments Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Fund Management Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Management Netherlands B.V. RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO AM Multi-Manager LLP RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Investment Business Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Managers Limited RTS 28 Statement | Regulatory Documents | - | View Download |
| November 19, 2018 | BMO Asset Management Limited RTS 28 Statement | Regulatory Documents | - | View Download |
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