Our story

Investing to make a positive difference

Responsible about investment

At BMO we invest with a purpose – to boldly grow the good. Our focus is simple: to help our clients meet their investment goals, while also building a more sustainable and secure future for us all.

It’s an ethos we’re proud of and one that’s engrained in our heritage as a pioneer in responsible investing. Our first responsible fund launched over 35 years ago and our teams have been actively engaging with companies to drive improvements in relation to their environmental, social and governance (ESG) practices for over two decades.

We understand that each of our clients has individual circumstances, together with specific needs and requirements. Our job is to consider these and deliver their desired outcomes. Doing this well, in a fast moving and interconnected world, requires both a global perspective and an appreciation of local circumstances.

These are strengths you can find at BMO Global Asset Management.

Learn more about our investment proposition

A diverse global investment business focused on making a positive impact

 

Principles that make a difference

We’re firm believers that our principles and the way we do business will generate genuine value for our clients and afford benefits to ourselves, wider society and the environment.

Three tenets that guide us:

Client-first innovation

Everything we do begins with our clients’ needs in mind – it’s been our starting point since the beginning of our business and industry. Our teams are united by this clear focus that in-turn drives the ambition to constantly re-evaluate our approach and product offerings. It’s an ethos that means when we see new challenges and opportunities, we’re positioned to develop genuinely innovative solutions.

Collaborative culture

We recognise that we can only deliver by working together. Our investment platform is characterised by a fertile culture of research and collaboration – a mindset we’ve fostered to encourage sharing of knowledge and the development of ideas. This openness enriches our thinking and means we can combine areas of insight and expertise as part of bigger global teams, to create genuine value-add for clients.

Responsible investment

Being responsible about investment lies at the core of everything we do – it’s a central pillar of the processes we adopt and the products we offer. As pioneers, we’ve led improvement in standards and driven positive change since the 1980s. We are active owners who engage directly and vote thoughtfully. All our active investment teams integrate ESG considerations into their decision making and we continue to develop dedicated and award-winning responsible funds and solutions.

Our history

1817

Bank of Montreal – Canada’s 1st bank

1868

F&C Investment Trust – world’s oldest pooled vehicle

1984

Launched our first Responsible Fund

2006

Founding signatory of UNPRI

2007

Extending our multi-asset capabilities

2008

Extending our property capabilities

2010

BMO Launches ETFs

2011

Expanding high yield and emerging market expertise

2014

Expansion in Europe, Asia & the Middle East with the purchase of F&C

2017

BMO Financial Group marks 200 years

2018

F&C Investment Trust 150 years old

2020

20 years of active engagement

1817

Bank of Montreal – Canada’s 1st bank

1868

F&C Investment Trust – world’s oldest pooled vehicle

1984

Launched our first Responsible Fund

2006

Founding signatory of UNPRI

2007

Extending our multi-asset capabilities

2008

Extending our property capabilities

2010

BMO Launches ETFs

2011

Expanding high yield and emerging market expertise

2014

Expansion in Europe, Asia & the Middle East with the purchase of F&C

2017

BMO Financial Group marks 200 years

2018

F&C Investment Trust 150 years old

2020

20 years of active engagement

Global presence

With offices in over 20 locations, and a diverse mix of 1,200 people managing assets for clients ranging from global institutions to investment advisers and retail investors, our business is positioned to see the bigger picture whilst never losing focus of individual needs.

A strong parent company – BMO Financial Group

More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

Everything we do is focused on building, investing and transforming how we work to drive progress alongside profit and create value that extends far beyond the bottom line.

*Source: BMO 202nd Annual Report 2019

Employees globally

$
billion

in total assets

year

Dividend record – the longest in Canada

2019 World’s Most Ethical Companies Ethisphere Institute – recognised for the 2nd year running*

2019 Bloomberg Gender-Equality index for the 4th year running**

America’s Best Employers for Women 2019 – recognised by Forbes magazine***

Meet our senior team

We believe our competitive advantage arises from our ability to consistently deliver innovative solutions. Our executive leadership oversees specialised teams singularly focused on providing those solutions.

Kristi Mitchem
Chief Executive Officer, BMO Global Asset Management
Richard Watts
Chief Investment Officer, BMO Global Asset Management
Stewart Bennett
Global Head of Alternatives, BMO Global Asset Management
David Logan
Head of Distribution, BMO Global Asset Management
Gillian Noble
Chief Operating Officer, BMO Insurance and BMO Global Asset Management
Angela Ghouse
Director and HR Business Partner, BMO Global Asset Management

*For the second year in a row, BMO has been recognized as one of the 2019 World’s Most Ethical Companies by the Ethisphere Institute, a global leader in defining and advancing the standards of ethical business practices. Ethisphere focuses on five key areas of evaluation in its selection process: governance, a culture of ethics, leadership and reputation, ethics and compliance programs, and corporate citizenship and responsibility.

**BMO Financial Group has been included in the Bloomberg Gender-Equality Index (GEI) for the fifth year in a row. The global index recognizes companies committed to gender equality and inclusivity within the workplace and the community, and publicly demonstrates each company’s commitment to equality and advancing women. This year, the index has expanded to include nearly 6,000 companies across 84 countries.

***BMO Harris Bank has been recognized by Forbes Magazine as one of  America’s Best Employers for Women in 2019. The list was compiled by surveying 60,000 U.S. employees – including more than 40,000 women – working for companies employing at least 1,000 people.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialised investment management firms.

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

This content is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.