Pension-style investment management is a rigorous investment style that emphasizes:

  • Investments expertly chosen by world-class, third-party money managers rather than selected by our team.
    • This multi-manager approach delivers the combined performance of several outstanding investment managers in a single portfolio.
    • These managers focus full-time on asset management and market influences and are much better qualified to recognize good investments than any one advisor or team could ever be.
    • This also allows us to focus on serving your total wealth needs.
  • Input from internal portfolio management and investment research from teams at BMO Nesbitt Burns and BMO Financial Group, as well as some of the world’s leading portfolio management organizations and global pension consultants.
  • The creation of your customized Investment Policy Statement (IPS), which details your unique profile, risk appetite, and parameters.
  • Proper asset allocation.
  • Diversified asset classes.
  • Regular portfolio meetings.
  • Regularly rebalancing portfolios.
  • Reducing down-size exposure.
  • A long-term focus.