Strategic acquisition broadens client offering
Responsible Investment (RI) – A recognised leader with a broad range of specialist Environmental, Social and Governance (ESG) products and an excellent responsible engagement overlay service that provides corporate engagement on equity and bond holdings, as well as proxy voting services.
Liability Driven Investing (LDI) – A top four LDI business in Europe, dominant in the small/mid-market sector
Fiduciary/outsourced management (OCIO) – A key solutions business that includes fiduciary teams based in the Netherlands and UK
European Real Estate – A continental European direct real estate capability, based in Germany and France.
We will also add depth and breadth in traditional asset classes. BMO’s European fund range comprises several publicly traded investment trusts, including F&C Investment Trust PLC, the world’s longest-tenured investment trust.
Please find FAQs here. If you have any further questions, please contact your usual relationship manager.
* Sources: IPE Top 500 Survey 2020. Top 50 Global Managers ranking; Investment Association – Companies by total retail and institutional funds under management (UK domiciled assets) November 2020