Additional Document Library

Welcome to our additional document library, home of all non-fund specific documents

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June 4, 2020 ESG Viewpoint - A focus on affordable housing - - View Download
May 13, 2020 Market reviews – GBP (April 2020) - - View Download
May 7, 2020 ESG Viewpoint: Sustainable Banking in the ASEAN region - - 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
April 27, 2020 BMO Q4 2019 European MiFID Template (EMT) Regulatory Documents - View Download
April 16, 2020 Global Equity Fund Voting and Engagement report Voting Reports Global Equity View Download
April 16, 2020 BMO LDI Counterparty Engagement report Reports LDI View Download
January 9, 2020 CAF Socially Responsible Portifolio application form Forms - View Download
November 21, 2019 BMO Q1 European PRIIPs Template (EPT) Regulatory Documents - View Download
November 13, 2019 Responsible Investment Strategies - Summary criteria Guides Responsible View Download
November 5, 2019 BMO Q1 European MiFID Template (EMT) Regulatory Documents - View Download
August 14, 2019 BMO Responsible Global Emerging Markets Equity Strategy ESG Profile and Impact Report 2019 Reports EM Equities View Download
August 14, 2019 2018 Responsible Investment Review Reports Responsible View Download
June 21, 2019 BMO Q4 European MiFID Template (EMT) Regulatory Documents - View Download
June 16, 2019 Our guide to responsible investing Guides Responsible View Download
May 28, 2019 BMO Responsible Global Equity Strategy ESG Profile and Impact Report 2019 Reports Responsible 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 16, 2019 BMO Diversified Growth Fund quarterly update Reports Multi-Asset View Download
May 16, 2019 BMO Multi Asset Strategy quarterly update Reports Multi-Asset 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 26, 2019 Meet the Responsible Investment Advisory Council Sales Aid Responsible View Download
April 11, 2019 Corporate Governance Guidelines (CGG) Policies Responsible View Download
April 9, 2019 BMO Responsible Investment - Conflicts of Interest Policy Policies Responsible View Download
April 9, 2019 BMO Diversified Growth Fund flash report Reports Multi-Asset View Download
April 9, 2019 BMO Multi Asset Strategy flash report Reports Multi-Asset View Download
March 25, 2019 BMO Investment Funds application form Forms - View Download
February 13, 2019 ESG in 2019: An audience with the Archbishop of Canterbury - - View Download
January 9, 2019 LDI Repo update - Q1 2019 LDI Bulletin LDI View Download
January 8, 2019 LDI outlook 2019 LDI Bulletin LDI View Download
December 13, 2018 BMO Fiduciary Solutions brochure Brochures - View Download
November 29, 2018 BMO Global Asset Management (EMEA) Order Execution Policy Policies - View Download
November 19, 2018 BMO Managers Limited RTS 28 Statement Regulatory Documents - View Download
November 19, 2018 Thames River Capital LLP RTS 28 Statement Regulatory Documents - View Download
November 19, 2018 LGM Investments Limited RTS 28 Statement Regulatory Documents - View Download
November 19, 2018 BMO Fund Management Limited RTS 28 Statement Regulatory Documents - View Download
November 19, 2018 BMO Asset Management Netherlands B.V. RTS 28 Statement Regulatory Documents - View Download
November 19, 2018 BMO AM Multi-Manager LLP RTS 28 Statement Regulatory Documents - View Download
November 19, 2018 BMO Investment Business Limited RTS 28 Statement Regulatory Documents - View Download
November 19, 2018 BMO Asset Managers Limited RTS 28 Statement Regulatory Documents - View Download
November 19, 2018 BMO Asset Management Limited RTS 28 Statement Regulatory Documents - View Download
November 14, 2018 Liability Driven Investment Explained - LDI View Download
November 14, 2018 The UK Stewardship code Guides Responsible View Download
October 16, 2018 Multi-Asset Strategy Brochure Brochures Multi-Asset View Download
October 15, 2018 2017 Responsible Investment Review Brochures - View Download
October 9, 2018 The prognosis for RPI Outlook LDI View Download
October 8, 2018 LDI Repo update - Q3 2018 LDI Bulletin LDI View Download
September 14, 2018 Latest LDI bulletin LDI Bulletin LDI View Download
September 14, 2018 Global Corporate Governance Guidelines Operational Guidelines - View Download
September 14, 2018 Responsible Investment Public Policy Policies - View Download
September 14, 2018 BMO LDI Fund FCP- SIF New Investor Application Form Forms - View Download
September 14, 2018 A brief guide to LDI Guides LDI View Download
September 14, 2018 Tailored LDI brochure Brochures LDI View Download
September 14, 2018 Passive LDI Funds Brochures LDI View Download
September 14, 2018 Equity-Linked Dynamic LDI Funds Brochures LDI View Download
September 14, 2018 LDI Equity-Linked Bond Funds brochure Brochures LDI View Download
September 14, 2018 Dynamic LDI Funds brochure Brochures LDI View Download
September 14, 2018 BMO Global Asset Management corporate brochure Brochures Corporate View Download
September 14, 2018 BMO Global Absolute Return Bond Fund brochure Brochures Absolute Return View Download
June 4, 2020
ESG Viewpoint - A focus on affordable housing
May 13, 2020
Market reviews – GBP (April 2020)
May 7, 2020
ESG Viewpoint: Sustainable Banking in the ASEAN region
April 29, 2020
Thames River Capital LLP - Order Placement Report 2019
April 29, 2020
Thames River Capital LLP - Annual Trade Execution Report 2019
April 29, 2020
LGM Investments Limited - Order Placement Report 2019
April 29, 2020
BMO Asset Management Netherlands BV - Order Placement Report 2019
April 29, 2020
BMO Asset Management Limited - Order Placement Report 2019
April 29, 2020
BMO Asset Management Limited - Order Execution Report 2019
April 29, 2020
BMO AM Multi-Manager LLP - Order Placement Report 2019
April 29, 2020
Annual Trade Execution Report 2019
April 27, 2020
BMO Q4 2019 European MiFID Template (EMT)
April 16, 2020
Global Equity Fund Voting and Engagement report
April 16, 2020
BMO LDI Counterparty Engagement report
January 9, 2020
CAF Socially Responsible Portifolio application form
November 21, 2019
BMO Q1 European PRIIPs Template (EPT)
November 13, 2019
Responsible Investment Strategies - Summary criteria
November 5, 2019
BMO Q1 European MiFID Template (EMT)
August 14, 2019
BMO Responsible Global Emerging Markets Equity Strategy ESG Profile and Impact Report 2019
August 14, 2019
2018 Responsible Investment Review
June 21, 2019
BMO Q4 European MiFID Template (EMT)
June 16, 2019
Our guide to responsible investing
May 28, 2019
BMO Responsible Global Equity Strategy ESG Profile and Impact Report 2019
May 20, 2019
BMO Q4 Fair Value Mid-Price Template (FVPT)
May 20, 2019
BMO Q4 Defined Contribution Pension Template (DCPT)
May 16, 2019
BMO Diversified Growth Fund quarterly update
May 16, 2019
BMO Multi Asset Strategy quarterly update
May 13, 2019
Thames River Capital LLP - Order Placement Report
May 13, 2019
BMO Central Dealing Desk - Order Placement Report
May 13, 2019
BMO Central Dealing Desk - Order Execution Report
May 1, 2019
BMO RTS28 Annual Trade Execution Report 2018
May 1, 2019
Thames River Capital LLP - Annual Trade Execution Report 2018
April 26, 2019
Meet the Responsible Investment Advisory Council
April 11, 2019
Corporate Governance Guidelines (CGG)
April 9, 2019
BMO Responsible Investment - Conflicts of Interest Policy
April 9, 2019
BMO Diversified Growth Fund flash report
April 9, 2019
BMO Multi Asset Strategy flash report
March 25, 2019
BMO Investment Funds application form
February 13, 2019
ESG in 2019: An audience with the Archbishop of Canterbury
January 9, 2019
LDI Repo update - Q1 2019
January 8, 2019
LDI outlook 2019
December 13, 2018
BMO Fiduciary Solutions brochure
November 29, 2018
BMO Global Asset Management (EMEA) Order Execution Policy
November 19, 2018
BMO Managers Limited RTS 28 Statement
November 19, 2018
Thames River Capital LLP RTS 28 Statement
November 19, 2018
LGM Investments Limited RTS 28 Statement
November 19, 2018
BMO Fund Management Limited RTS 28 Statement
November 19, 2018
BMO Asset Management Netherlands B.V. RTS 28 Statement
November 19, 2018
BMO AM Multi-Manager LLP RTS 28 Statement
November 19, 2018
BMO Investment Business Limited RTS 28 Statement
November 19, 2018
BMO Asset Managers Limited RTS 28 Statement
November 19, 2018
BMO Asset Management Limited RTS 28 Statement
November 14, 2018
Liability Driven Investment Explained
November 14, 2018
The UK Stewardship code
October 16, 2018
Multi-Asset Strategy Brochure
October 15, 2018
2017 Responsible Investment Review
October 9, 2018
The prognosis for RPI
October 8, 2018
LDI Repo update - Q3 2018
September 14, 2018
Latest LDI bulletin
September 14, 2018
Global Corporate Governance Guidelines
September 14, 2018
Responsible Investment Public Policy
September 14, 2018
BMO LDI Fund FCP- SIF New Investor Application Form
September 14, 2018
A brief guide to LDI
September 14, 2018
Tailored LDI brochure
September 14, 2018
Passive LDI Funds
September 14, 2018
Equity-Linked Dynamic LDI Funds
September 14, 2018
LDI Equity-Linked Bond Funds brochure
September 14, 2018
Dynamic LDI Funds brochure
September 14, 2018
BMO Global Asset Management corporate brochure
September 14, 2018
BMO Global Absolute Return Bond Fund brochure

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