Fiduciary Manager of the Year

We’re delighted to have been named Fiduciary Manager of the Year at the Global Investor Group Awards 2019

Christy Jesudasan

Director, Sales, UK, Institutional

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Risk Disclaimer

Past performance should not be seen as an indication of future performance. The value of investments and the 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.

The Global Investor Awards celebrate the huge breadth of achievements of asset managers, securities services firms, and specialist technology providers, recognizing excellence across the financial industry.

Writing about the award win, Global Investor Group said that:

BMO Global Asset Management says that its commitment to fiduciary clients is simple: manage complexity, deliver clarity. The company has adopted this position because it believes the job of a pension scheme trustee is now more difficult than ever before.

And BMO has shown that its approach to fiduciary management can make a real difference to performance by adopting a flexible approach for different clients whether for full fiduciary management or for implementation-only mandates. BMO currently has over 150 fiduciary clients with an established record of tailoring solutions for clients of all sizes. BMO’s key attributes are as follows:

  • Asset Management heritage – BMO has been managing money for almost 150 years through all market cycles, standing the test of time.
  • Access to best of breed third party managers – BMO is truly open architecture and has huge breadth and experience, managing almost £40bn in third party managers globally from a research team of over 40.
  • Expertise in understanding liabilities – For almost 15 years BMO has been operating a UK LDI business and traded the first UK LDI swap trade in 2003.
  • ESG is now increasingly important and BMO has been in this area for over 30 years with one of the largest teams in Europe.
  • Fiduciary management experience – approximately half of BMO’s global assets under management are in its ‘solutions’ business represented by about £30bn in multi-asset, about £30bn in LDI solutions and about £40bn in third party multi-managers.
  • BMO is committed to integrating ESG factors into its investment processes. The BMO fiduciary business has worked with its Responsible Investment team to implement ESG considerations into mandates.
  • LDI – following the successful reshaping of its pooled fund offering, BMO launched several innovative new products that fitted the needs and demands of clients.

BMO said it has designed a comprehensive solution that has enabled clients to achieve their goals of enhancing policyholder value for money through added sources of investment returns, lower costs and improved capital and operational efficiency.’

Risk Disclaimer

Past performance should not be seen as an indication of future performance. The value of investments and the 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.

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