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.
BMO Financial Group celebrates five years since its first four Exchange Traded Funds (ETFs) were listed on the TSX on June 4, 2009. Since then, BMO's ETF business has grown rapidly to 58 ETFs, including innovative smart beta and specialty solutions, a wide array of fixed income strategies and strongly competitive broad market benchmarked funds.
BMO Asset Management Inc. (BMO AM) introduced seven Exchange Traded Funds (ETFs). The new equity and fixed income based ETFs will help investors achieve their objectives of income, growth and diversification. The new ETFs feature innovative approaches to fixed income investing, including new strategies and precise exposure.
BMO ETF business led the Canadian ETF industry in new assets for the third year in a row, with over $5 billion in new assets in 2013 (calculations based on Bloomberg data).
BMO Asset Management Inc. (BMO AM) was awarded Best ETF Initiative at the 19th annual Morningstar Canadian Investment Awards. BMO AM was acknowledged for promoting education and awareness in the Exchange Traded Fund (ETF) industry; and building relationships with the investing and advisor communities.
BMO ETFs surpass $10 billion in assets under management.
BMO Asset Management Inc. (BMO AM) introduces seven new ETFs. The expanded offering includes unhedged Canadian dollar units and U.S. dollar unit ETFs, allowing investors more choice in how they access different asset classes. BMO AM's suite has grown to 55 ETFs in under four years, and with the U.S. dollar offerings, BMO AM is now a leading provider of ETFs listed in U.S. dollars in Canada.
BMO ETFs ranked number one in customer loyalty three years in a row among the ETF providers, Credo February 2011, 2012, 2013 Loyalty Ranking Survey.
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).
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.
BMO Asset Management Inc. ranks in the top 10 largest fixed income exchange traded product (ETP) providers worldwide by assets under management.
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.
BMO Financial Group's ETF Business Marks Third Anniversary by Surpassing $6 Billion in Assets Under Management.
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.
BMO Asset Management ranked number one in ETF customer loyalty in the Credo Research 'February 2012 Loyalty Ranking Survey' of 33 financial services firms.
BMO ETFs reach $4 billion in assets under management.
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).
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.
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.
BMO ETFs reach $2 billion in assets under management in fewer than two years.
BMO Asset Management reaches $1 billion in assets under management only 15 months after entering the ETF market.
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.
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).
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).
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).
BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.