BMO’s multi-asset capabilities and funds are designed around helping investors meet their long-term investment goals. Our teams work to achieve the right balance between managing risks and grasping opportunities – both elements are important as we work to deliver the outcomes our clients seek.

The principle of diversification is a powerful one and each of our portfolios is made up of a blend of different asset types. Active management is key and strategic and tactical asset allocation as well as the selection of individual portfolio components all play a role.

Our multi-asset range includes risk-managed options providing scope for clear alignment with individual risk profiles as well as funds seeking to provide above inflation total returns.


Our Five Lenses approach

Our asset allocation views are formed by fundamental and quantitative analysis across asset classes, taking the global macroeconomic backdrop, valuation metrics and policy considerations into account.

The Five Lenses approach helps explain the drivers of asset allocation decisions.

Lens 1: Asset Class

  • Equities
  • Fixed Income


Key influences:

  • Economic outlook
  • Policy
  • Business cycle
  • Investment sentiment

Lens 2: Equity

  • Canada, U.S., International
  • Emerging Markets
  • Sectors
  • Alternatives


Key influences:

  • Economy
  • Policy
  • Valuation
  • Behavioural

Lens 3: Fixed Income

  • Duration
  • Credit
  • Yield Curve
  • Region
  • Alternatives


Key influences:

  • Economy
  • Policy
  • Rates and inflation
  • Credit

Lens 4: Currency

  • Hedging
  • Currency overlay


Key influences:

  • GDP growth
  • Policy
  • Commodity cycle

Lens 5: Factors

  • Value, Growth, Momentum, Quality, Yield, Size, Volatility
  • Carry


Key influences:

  • Relative value
  • Relative strength
  • Income
  • Volatility

Multi-Asset Insights

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Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.