Managing pensions is increasingly complex. The pressure on trustees is intense – short of time, but required to provide a high duty of care, while ensuring schemes are hitting targets and controlling risks.
As far as we’re concerned, your challenges are ours too. We will share the breadth of our specialist investment expertise with you, helping you explore the potential, plan the strategy, and make the right decisions around both delegation and investments.
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.
Fiduciary client: Pension fund trustee
At BMO Global Asset Management, we have an extensive range of global capabilities which means we offer a greater depth and breadth in our fiduciary solutions.
Global AUM
EMEA LDI clients
Commitment to ESG
Global fiduciary AUM
(29 December 2017)
Professionals in manager research globally
(29 December 2017)
Source: BMO Global Asset Management, correct as at 31 July 2018 unless otherwise stated.
We start by gaining an understanding of your current position and needs. We advise trustees on a suitable strategic asset allocation, tactical asset allocation policy and potential longer-term de-risking plan to meet trustee objectives. Our aim is to bring insight and clarity to what is often a complex set of challenges.
1. Advise
2. Implement
3. Monitor
