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
Jeffrey Shell, MBA, MSc
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.