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Milestones
Since launching in June 2009 BMO ETFs has emerged as one of the leading ETF providers in Canada—achieving a number of industry firsts with its broad range of products to meet every investment objective.
January
BMO ETF business led the Canadian ETF industry in new assets for the second year in a row, with over $5 billion in new assets in 2012 (calculations based on Bloomberg data).
November
BMO Asset Management Inc. launches four new and innovative ETFs, including the BMO S&P/TSX Laddered Preferred Share Index ETF (ZPR), the BMO S&P/TSX Equal Weight Industrials Index ETF (ZIN), the BMO S&P/TSX Equal Weight Global Gold Index ETF (ZGD), and the BMO S&P 500 Index ETF (ZSP) and (ZSP.u), which allows investors to access the U.S. equities market with exposure to U.S. currency movement, purchased either with Canadian or U.S. dollars. This brings the total lineup to 48 funds.
August
BMO Asset Management Inc. ranks in the top 10 largest fixed income exchange traded product (ETP) providers worldwide by assets under management.
August
BMO Financial Group announces that its Exchange Traded Fund business has surpassed $7 billion in assets under management (AUM), and has grown by $1 billion in the last two months.
June
BMO Financial Group's ETF Business Marks Third Anniversary by Surpassing $6 Billion in Assets Under Management.
March
BMO ETFs Surpass $5 Billion in Assets Under Management in Under Three Years. In the first two months of 2012 alone, AUM grew by 32 per cent.
February
BMO Asset Management ranked number one in ETF customer loyalty in the Credo Research 'February 2012 Loyalty Ranking Survey' of 33 financial services firms.
January
BMO ETFs reach $4 billion in assets under management.
December
BMO ETF business led the Canadian ETF industry in growth in 2011, accounting for $2.3 billion CDN or 49 per cent of the growth of assets under management (calculations based on Bloomberg data).
October
BMO ETFs launches four new funds which are designed to provide investors with access to potential income in volatile times through dividends and call option premiums with the BMO Canadian Dividend ETF (ZDV), BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA), and the BMO Covered Call Utilities ETF (ZWU). This brings the total line up to 44 funds.
September
BMO ETFs reach $3 billion in assets under management in less than two and a half years after the business was launched. BMO Financial Group's ETF business has doubled in 2011 alone.
April
BMO ETFs reach $2 billion in assets under management in fewer than two years.
February
The launch of 10 new funds brings the total BMO ETFs line up to 40. The new ETFs include yield-focused funds such as the BMO Monthly Income ETF (ZMI), the BMO Covered Call Canadian Banks ETF (ZWB), the BMO Energy Commodities Index ETF (ZCE), and the BMO Precious Metals Commodities Index ETF (ZCP).
September
BMO Asset Management reaches $1 billion in assets under management only 15 months after entering the ETF market.
July
BMO Investments Inc. launches a new series of four risk-differentiated mutual fund portfolios that invest primarily in ETFs. These ETF Portfolios combine the advantages of ETFs with the convenience of mutual funds. BMO ETF Portfolios include the BMO Canadian Tactical ETF Class, the BMO Global Tactical ETF Class, the BMO Security ETF Portfolio, the BMO Balanced ETF Portfolio, the BMO Growth ETF Portfolio and the BMO Aggressive Growth ETF Portfolio. During this time BMO Asset Management also launches the BMO Junior Oil Index ETF (ZJO), giving investors access to the energy sector.
January
BMO Asset Management announces another significant expansion to its ETF line up with the launch of nine new funds—bringing its product line to a total of 22 ETFs. Investors are provided access to dynamic markets and sectors through the addition of the BMO China Equity Hedged to CAD ETF (ZCH), the BMO India Equity Hedged to CAD ETF (ZID) and the BMO Junior Gold Index ETF (ZJG).
October
Nine new funds are added to the BMO ETFs line up, including the BMO Short Federal Bond Index ETF (ZFS), the BMO High Yield US Corporate Bond Hedged to CAD ETF (ZHY) and the BMO Emerging Markets Equity Index ETF (ZEM).
June
BMO Financial Group launches its ETF business through BMO Asset Management Inc. (BMO AM), and is the first bank affiliate in Canada to offer its own line up of ETFs. BMO ETFs launches an initial suite of four funds, including the BMO Dow Jones Canada Titans 60 Index ETF (ZCN), BMO US Equity Index ETF (ZUE).
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