Welcome to our additional document library, home of all non-fund specific documents
| Date
|
Title
|
Document type
|
Capability
|
Action |
|---|---|---|---|---|
| February 26, 2021 | Principal Adverse Sustainability Impacts Statement | Policies | - | View Download |
| February 26, 2021 | Sustainability Risk Policy | Policies | - | View Download |
| January 26, 2021 | BMO Sustainable Multi-Asset Income Fund Broschüre - DE | Brochures | - | View Download |
| January 21, 2021 | BMO Sustainable Multi-Asset Income Fund Broschüre - DE | Brochures | - | View Download |
| December 17, 2020 | Stewardship Report | Reports | - | View Download |
| November 4, 2020 | ESG Viewpoint - The Covid-19 effect: Cybersecurity and data privacy | Sales Aid | Responsible | View Download |
| October 8, 2020 | BMO Global Asset Management (EMEA) Order Execution Policy | Policies | - | View Download |
| 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 29, 2020 | Responsible Global Emerging Markets Strategy | Sales Aid | - | 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 |
Risk Disclaimer
The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested. Past performance should not be seen as an indication of future performance.