Managed Account Programs Offer Time-Tested Concepts
many clients are considering the benefits of turning to a professional
money manager to invest their assets. The time-tested concepts behind
managed account programs, such as establishing a long-term asset mix
strategy, and implementing portfolio and volatility risk controls have
never been more important than they are in today's environment.
long-term asset mix is a key determinant of your overall portfolio
performance. By investing in both equities and fixed income securities,
you may be more insulated from equity market volatility since these
asset classes are not highly correlated, which means that one tends to
be performing well while the other is not. Diversification, not only by
asset mix, but also by manager and investment style, is a key element
for risk control. In this way, you will hold a variety of different
instruments, managed by differing investment managers and styles, thus
finding a steadier ride during times of market volatility.
managed account process begins by determining your long-term investment
objectives and goals. From there your investment profile, needs and
requirements are matched with the program that is most suitable for you.
We offer tdifferent managed account programs that feature some of the
world's best managers, high level manager due diligence and monitoring,
and top-ranked* equity and fixed income research. Each program has its
own unique benefits and the programs can be used in combination with
each other, or with a more traditional approach in which you are
involved in the day-to-day decisions.
An important feature of a
managed account program can be the benefits provided by an 'open
architecture' manager platform. By 'open architecture' we mean: the
bringing together of some of the best investment managers and solutions
from around the globe, with me, your Investment Advisor, as your main
point of contact. By shopping the investment management market of the
world on behalf of our clients, and continuing to monitor and evaluate
these managers on an ongoing basis, clients can rest assured that they
are always going to be provided with some of the world's best investment
At BMO Nesbitt Burns we provide open architecture through many of our different managed account programs.
BMO Nesbitt Burns Architect Program®
BMO Nesbitt Burns we have always been at the forefront of investing
innovations, so it will come as no surprise that we are leading the way
again. We have elevated the managed assets concept to the next level
with the BMO Nesbitt Burns Architect Program, the first full-featured
unified managed account (UMA) in Canada. Some of the features of the
program are: institutional-calibre investment managers, enhanced
diversification, strategic asset allocation, and active portfolio
If you are looking for a simpler way to manage your
assets and build wealth, the Architect Program achieves this by
consolidating your investments into one account. It’s simple to track
your progress towards your goals as the performance for all of your
Architect investments is presented in one consolidated quarterly
performance package. But the benefits of the Architect Program go well
beyond ease and simplicity.
Affordable, accessible professional money management
a minimum investment of $150,000, the Architect Program provides you
with a managed assets solution previously available only to investors
with significantly larger amounts of investable assets. Within a single
account, you have access to:
A whole new level of diversification
- A wide range of leading money managers from Canada, the U.S., and around the world
- A selection of Mutual Funds ranked "Top Pick” by BMO Nesbitt Burns Mutual Fund research
- Numerous Exchange Traded Funds (ETFs) from Barclays Global Investors Canada Limited
- Automatic rebalancing
- Enhanced tax management
- A more robust approach to Manager and style diversification.
Architect Program takes you beyond the traditional approach to
diversification – an appropriate mix of fixed income and equity
investments – to one that is on par with the approach used by
institutional investors and pension plan managers. Through the Architect
Program, I will diversify by investment management styles and vehicles
in order to manage risk and optimize your long-term return potential.
Depending upon your preferences, your customized Architect solution may
incorporate alternative investments and other specialty asset classes.
Integrated with our proven investment approach
The Architect Program provides you with a proven approach to investing:
Get the power of one working for you
- Developing a personal plan for success: crafting your personal investment policy statement.
- Laying the foundation: developing your portfolio’s optimal asset mix strategy.
- Constructing your customized portfolio: adequately diversifying your portfolio’s mix of money managers and investment vehicles.
monitoring your portfolio’s investment managers and investment vehicles
with the oversight of a team of professionals working for you; and
reporting back to you on your progress towards your stated goals and
Architect Program delivers enormous benefits through a single,
simplified solution. One investment policy executed through one
coordinated portfolio. One set of documents, one fee and one
all-inclusive quarterly statement. It all adds up to one of the most
efficient and effective investment solutions available to you.
this opportunity to consider the benefits of a managed account. One
decision is all you have to make. Please contact me to learn more.