BMO Global Asset Management is owned by the BMO Financial Group, which was first established in 1817 and is one of the largest financial institutions in Canada. At BMO Global Asset Management, our aim is to help our clients overcome the challenges they face and deliver the investment outcomes they seek.
Our heritage in asset management spans back around 150 years. During that time, we have striven to constantly reassess and reappraise the needs of our clients and develop innovative and relevant solutions to help them meet their objectives.
We chose to use Dynamic Planner’s stochastic model’s strategic asset allocation output for their pioneering risk targeted range of Lifestyle funds launched in 2007. The introduction of the RTM proposition provides investors with the increased comfort that their investment would not only be suitable at inception, but managed in such a way as to remain aligned to the agreed risk profile for the duration of the investment.