BMO Nesbitt Burns Quadrant Program®
BMO Nesbitt Burns Quadrant Program brings a comprehensive approach to
investment management — one that has proven to deliver dependable
Global in scope, but singular in focus, this innovative program offers:
All at a predictable and very reasonable cost. Minimum investment for
this account is $50,000. The minimum initial investment for RRIF, LIF
and LRIF accounts is $100,000.
- systematic asset allocation,
- access to leading institutional investment managers and
- investment styles from around the world, daily monitoring and
- regular rebalancing and reporting.
Quadrant begins with a thorough
(but brief) investment questionnaire, the results of which form the
basis for an Investment Policy Statement. Once you have approved this
statement it is used to establish guidelines for your ideal asset mix.
Selecting the right asset classes (stocks, bonds and treasury bills) is
the most crucial element in your investment success, accounting for 90
per cent of total portfolio returns.
Your Investment Advisor
next develops a portfolio for you that is designed to take advantage of
the variety of available investment strategies. Under certain market
conditions, some management styles work better than others. As a result,
Quadrant diversifies so that a number of styles are working for you.
This reduces the effects of short-term fluctuations and increases the
likelihood of reaching your long-term goals.
With the Quadrant
Program you can rest assured that the management styles chosen are right
for the times. Our associates at SEI Investments (SEI) are world
leaders in measuring the effectiveness of investment management styles
and management companies. Calling on an unparalleled global database,
SEI researchers in the U.S. and Canada select the elite group of
specialist managers who will work on your behalf through Quadrant.
the more than 25 top investment-management firms chosen for the
Quadrant Program are monitored daily by SEI analysts to ensure that they
stay within defined investment parameters for investment style, process
Depending on your circumstances, your
diversified Quadrant portfolio may be comprised of Canadian and
international mutual funds. These funds could include small- and
large-capitalization stocks representing developed and emerging
economies, along with a variety of fixed-income investments and money