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BMO Global Asset Management and SIA Wealth Management
Objective. Rules Based. Unconstrained.
BMO Global Asset Management and SIA Wealth Management have partnered to bring you five unique investment products utilizing the proprietary investment approach and unconstrained flexibility of SIA.
BMO SIA Focused Canadian Equity Fund
A concentrated and unconstrained portfolio of Canadian stocks, available in Mutual Fund and ETF.
ETF ticker: ZFC
BMO SIA Focused North American Equity Fund
A concentrated and unconstrained portfolio of North American stocks, available in Mutual Fund and ETF.
ETF ticker: ZFN
BMO Tactical Global Equity ETF Fund
Unconstrained Global ETF and stock mandate powered by SIA’s proprietary Relative Strength Methodology.
BMO Tactical Global Bond ETF Fund
Unconstrained Global ETF and stock mandate powered by SIA’s proprietary Relative Strength Methodology.
BMO Tactical Global Asset Allocation ETF Fund
A balanced asset allocation ETF mandate that combines holdings in equity ETFs, bond ETFs and individual stocks and is powered by SIA’s proprietary Relative Strength Methodology.
About BMO Global Asset Management and SIA Wealth Management
At BMO GAM, innovation meets investor need in many forms. With continued focus on long-term performance, our leading edge team anticipates your clients’ future needs and innovates to meet them. We provide outcome-oriented solutions for Canadian investors with a comprehensive line-up of in-house investment solutions, and leverage our scale and reputation to partner with select third party sub-advisors that can add value to a portfolio.
SIA Wealth Management (SIA Wealth) is a leader in managing unconstrained tactical investment mandates. By using Relative Strength analysis to engage in effective risk management, SIA Wealth’s unconstrained mandates give portfolio managers flexibility to manage funds effectively through many market conditions, including the ability to move out of the equity markets entirely in the event of a bear market. Portfolios based on SIA Wealth’s relative strength analysis provide exposure across industry groups, asset classes, and individual investments.
The benefit of SIA Wealth’s process is that it generates real-time insights into which asset classes or securities are outperforming and which areas are falling out of favor. Through the objective, comparative analysis of asset classes, sectors and investments, SIA Wealth focuses their holdings on the top performing ETFs and securities in the top ranked asset classes.
Resources for you and your business
ETF Dashboard and Insights
Receive an exclusive view of Canada’s ETF and Mutual Fund landscape by signing up for the BMO ETF Dashboard and Insights monthly newsletter.
Better Conversations Podcast
Better client conversations result in better outcomes. That’s why we’ve created the Better Conversations podcast series to enhance your conversations with:
- Actionable ideas to help grow your business
- Access to industry experts covering a wide spectrum of wealth management
- Content to showcase your value to your clients
Risk Disclaimer
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management U.S. and BMO’s specialized investment management firms.
BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from the Bank of Montreal. BMO Mutual Funds refers to certain mutual funds and/or series of mutual funds offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds and mutual funds. Please read the prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated.
®BMO (M-bar roundel symbol) is a registered trade-mark of Bank of Montreal.