BMO ETF Portfolio August Commentary: Summer Lovin’, Having a Blast
Institutional capabilities
Distilling opportunity out of complexity
Navigating complexity is a critical investment skill. Choppy and dislocated markets, as well as an erratic political and social landscape, amplify the importance of understanding the interconnection between securities, asset classes and markets.
Strong collaboration and deliberate action inform our partnerships. You can count on us to spend the time needed to understand how and why markets are moving and the opportunities that emerge from uncertainty.
Whether you are re-evaluating a portfolio strategy or narrowing in on a tactical allocation, you can expect our team of investment experts to work closely with you to identify tailored, market-aware solutions.
Multi-Asset + Strategic Asset Allocation
Interested in how strategic asset allocation can form the foundation for optimal portfolio construction? Read about the Multi Asset Solutions Team’s Strategic Asset Allocation framework.
Aligning your needs with our investment capabilities
Multi-asset solutions
- Long term strategic asset allocation strategies employing both fundamental and quantitative analysis to tactically adjust equity, bond, alternatives, and geography weightings
- Style and factor tilts applied depending on macro factors
Alternatives
- Access to innovative alternative solutions and exclusive offerings (such as private equity, real estate and infrastructure)
- Designed to enhance yield opportunities and reduce correlation to traditional markets
Derivatives
- Solutions designed to hedge risk across diverse asset classes and take advantage of better risk adjusted outcomes
- Access to significant options managers well practiced in derivative solutions
Synthetic asset management
- Collateral optimization seeks to strategically source and manage eligible assets in a cost-effective way to enhance overall return on collateral
Global equities
- Sector focused investment style; designed to be flexible, collaborative, global, and scalable
- Solutions combining best sector ideas focused on alpha generation and high-touch client service
Fundamental equities
- Strategies focused on companies’ fundamentals, valuations and competitive advantages designed to deliver long-term value
Disciplined equities
- Blended strategies combining quantitative and fundamental analysis to help drive better long-term results
Active fixed income and liquidity solutions
- Active management strategies with rigorous risk management focused on delivering superior returns and ensuring capital preservation
- Liquidity solutions devised to offer higher liquidity value
ETF strategies and solutions
- Broad offering of passive and active ETF capabilities across all asset classes
- Customized ETF solutions designed to meet immediate or long-term portfolio goals
Responsible investment strategies and solutions
- Deep expertise in design solutions and approaches to meet the rigorous standards of both social responsibility and fundamental financial analysis
People Spotlight
Jeffrey Shell
Jeff joined BMO Global Asset Management in August of 2021 from BMO Capital Markets, where he served as head of Global Financial Institutions, with responsibilities that included serving Asset and Wealth managers. Previous to this, Jeff had a number of leadership roles at BMO including heading Trade Finance, Treasury & Payments Solutions and Asia Corporate Banking, in addition to serving as an advisor in Corporate Strategy. Prior to BMO, Jeff worked as a strategy consultant, as a university researcher and as an entrepreneur. He has authored a number of patents related to advanced technology interface design. He holds a Master’s degree in Computer Science from Queen’s University and an MBA from Cornell University.
Alfred Lee, CFA, CMT, DMS
Alfred is a portfolio manager at BMO Asset Management Inc. where he manages fixed income and preferred share related mandates for both institutional and retail clients. As part of the global fixed income management team, he is involved in the management and trading of a wide variety of portfolios including Canadian bonds, U.S. investment grade, high yield, European and Asian bonds, emerging market debt and others. Previously, he worked for a large Canadian based brokerage developing ETF related strategies and sat on the firm’s investment committee. Alfred is a graduate of the University of Western Ontario, majoring in economics and holds the CFA, Chartered Market Technician and Derivatives Market Specialist and DMS designations.
The viewpoints expressed by these individuals represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice.
