BMO Adviser Edge: Responsible advice integration part 3 - Implementation
We chat to a range of intermediary businesses on their experience in implementing responsible investment choices as part of their central investment proposition. They share their practical insights on client interaction and overall business benefits.
Recorded
Sep 23 2020
66 mins
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Presented by
Graham Finlay, Strategic & Technical Sales
Graham Finlay, Strategic & Technical Sales
Presentation preview:
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BMO Adviser Edge: Concentrating on concentration Mar 24 2021 11:00 am UTC 45 mins
Graham Finlay, Strategic & Technical SalesWhile advisers are generally well aware of the traditional portfolio investment risks such as market, liquidity and volatility, today we will investigate concentration risk. Graham will discuss whether this relatively less well considered risk has now significantly appreciated through the increased use of index or benchmark funds in portfolios. -
BMO Adviser Edge: the ultimate guide to the taxation of collective investments Mar 10 2021 11:00 am UTC 60 mins
Paul Lucas, Strategic & Technical SalesPaul provides an in-depth guide to understanding how collective investments are taxed to help you plan and mitigate your clients’ tax liability. -
Investing with impact in mind: Quarterly BMO Responsible Global Equity Fund Mar 9 2021 2:00 pm UTC 60 mins
Jamie JenkinsOur world faces significant challenges – climate change, social inequalities and the ongoing Covid-19 pandemic to name a few. But we at BMO GAM are optimistic about the future, believing in the ability of society, companies and individuals to discover sustainable solutions to respond to these challenges and create opportunity from adversity. Our Responsible Global Equity Strategy strives to play its part in mobilising private capital towards securing a more sustainable future for all. Join our quarterly update with Jamie Jenkins, Director of our Responsible Global Equity Fund, where we look at the fund performance and opportunities over the last quarter. -
Looking beyond lockdown - Steven Bell monthly webinar Recorded: Feb 25 2021 49 mins
Steven Bell, Chief EconomistAs the vaccine roll out continues, markets are now trying to gauge the pace and sustainability of the recovery from the pandemic. Chief Economist Steven Bell will set out a path for global economic activity and corporate profits with a view to judging the prospects for equites and bonds. -
Looking at the positive impact of Sustainable investing Recorded: Feb 24 2021 46 mins
Simon Holmes and Vicki Bakhshi, BMO Global Asset ManagementTalking impact - we take a closer look at the positive difference investing with a sustainability-focused mindset can make. Vicki and Simon assess how our BMO Sustainable Universal MAP Range stacks up over metrics such as carbon intensity, diversity and alignment with the UN Sustainable Development Goals, then highlight the progress achieved through encouraging companies to operate more sustainably as part of our Stewardship activities. -
Do we need a non-traditional approach to generating income in 2021? Recorded: Feb 23 2021 55 mins
Phil Webster, Hamish Mair and Sam Cosh, Fund ManagersThree of BMO’s investment trust managers discuss their non-traditional approaches to generating income from inherently growth portfolios. They debate their tactics to navigate the volatile markets caused by Covid-19 and how, or if, they’ve adapted their portfolios. -
BMO Adviser Edge: What are transaction costs? Recorded: Feb 10 2021 45 mins
Graham Finlay, Strategic & Technical SalesThe regulatory intent of MIFID II was to enable investors to see and fully understand all the costs involved in investing in a fund. With this in mind Graham will investigate the factors and methodologies impacting the calculation of the explicit and implicit elements of transaction costs. -
Multi-Manager People: Thinking outside of the box Recorded: Feb 4 2021 48 mins
Kelly Prior and Anthony Willis with David Conlon of Gravis CapitalIn a fast-moving world, it’s easy to forget the merits of ‘slow and steady’, an ethos that runs deep at Gravis Capital. Join Kelly and Anthony as they talk long-term investing in real UK assets like nurseries’, domestic boilers and energy and Infrastructure assets with Gravis’ David Conlon. -
New launch – low cost solutions for income investors Recorded: Feb 2 2021 41 mins
Chris Childs, Director, Multi Strategy InvestmentsChris introduces two new funds, both with a capped OCF of 25bps, which seek to offer investors an enhanced level of income by utilising a covered index call strategy. He explains how the BMO Enhanced Income UK Equity Fund and BMO Enhanced Income Euro Equity Fund are structured; how the call strategy is implemented and the funds’ potential use within client portfolios. -
Is it time to invest differently? Recorded: Jan 19 2021 42 mins
Phil Webster, Director, European EquitiesPhil looks at the UK income market through a different lens. His focus is structural rather than cyclical growth. What’s different? A concentrated portfolio with zero exposure to the traditional dividend sectors of high street banks, oil & gas or telecoms. -
Opening Bell: Outlook 2021 - Where will Vaccines Take the Markets? Recorded: Jan 12 2021 52 mins
Steven BellAfter a year dominated by the virus, 2021 offers a return to something approaching normality. But fiscal deficits are bloated, debt has soared and many businesses are in trouble. Steven will examine the prospects for recovery and outline his expectations for financial markets. -
Multi-Manager Review and Outlook Q1 2021 Recorded: Jan 7 2021 49 mins
Gary Potter and Anthony Willis, BMO Multi-Manager PeopleJoin Gary Potter and Anthony Willis for the first Multi-Manager webinar of the New Year as they review broad market performances in a turbulent 2020 and most importantly look forward to the key events, challenges and outlook for 2021. -
Delivering successful engagement – in partnership Recorded: Dec 17 2020 38 mins
Alan FitzpatrickThere is a growing expectation and requirement for investors to adopt better active ownership practices and engage investee companies to encourage more sustainable business practices. However, effective engagement presents several challenges.
In this webinar, we will identify the main challenges to effective engagement and outline how our dedicated engagement and proxy voting service, reo®, can help investors overcome these challenges. -
A year in the life of BMO Sustainable Universal MAP Recorded: Dec 15 2020 44 mins
Simon Holme and Keith Balmer, BMO Global Asset ManagementAgainst the backdrop of a global pandemic it’s been an eventful first year for our low-cost BMO Sustainable Universal MAP range. Join Simon Holmes and Keith Balmer as they explain how our sustainability-orientated approach fared through extraordinary conditions and what lies in store from here. -
Multi-Manager People: Vaccines, Value and Brexit Recorded: Dec 10 2020 42 mins
Rob Burdett, Multi-Manager People and Nick Davis, Polar CapitalJoin Rob Burdett for our latest monthly update, where he will also be joined by guest manager Nick Davis of Polar Capital for the third in our Value Manager trilogy.
As well as exploring the positive vaccine news and probable Brexit news, Nick and Rob will discuss the ethos behind Polar Capital’s Europe-Ex UK Income fund and how it has navigated the pandemic. -
Looking to a post pandemic world Recorded: Dec 9 2020 48 mins
Paul Niven, Fund ManagerAs we head towards the end of an extraordinary year, Paul Niven, manager of F&C Investment Trust, will reflect on what the recent news flow on Covid-19 vaccines means for the future investment landscape and discuss how he has positioned the trust’s portfolio to meet the challenges 2020 has brought. -
Responsible investing in emerging markets – a focus area for investors? Recorded: Dec 8 2020 39 mins
Sam Mahtani and Alan NolanJoin Sam Mahtani and Alan Nolan, Directors of our Responsible Emerging Markets Equities, for our quarterly update on our Responsible Emerging Market fund.
Recovery is on the tip of everyone’s tongue as we take another step towards a “Post-COVID” world. Sam and Alan discuss the risks faced by emerging market investors today, and how responsible, active investing can help mitigate these risks and unlock the true potential of this extraordinary growth story. -
An update on the BMO UK Property Fund: re-opening and fund positioning Recorded: Dec 8 2020 47 mins
Guy Glover and Emma Gullifer, Fund ManagersGuy Glover and Emma Gullifer will be providing an update on the re-opening of the BMO UK Property Fund, the strategic positioning of the portfolio and the outlook for the Fund and the wider UK property market over the next five years. -
Will the world return to normal? Recorded: Nov 26 2020 41 mins
Steven Bell, Chief EconomistVaccines open the prospect of defeating COVID-19. But how will markets fare against a background of ongoing virus cases, massive fiscal deficits and a new US administration? -
Quarterly Responsible Global Equity Update Recorded: Nov 24 2020 50 mins
Nick HendersonJoin Nick Henderson, Director of our Responsible Global Equity Fund, on our quarterly updates on the Responsible Global Equity Fund. We will also give you the opportunity to ask Nick any questions you have on the fund as part of a Q&A session at the end of the webinar.
A leading provider of global investment solutions
BMO Global Asset Management (formerly F&C Investments) is a worldwide investment manager and is part of BMO Financial Group, founded in 1817 as the Bank of Montreal.
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- Title: BMO Adviser Edge: Responsible advice integration part 3 - Implementation
- Live at: Sep 23 2020 10:00 am
- Presented by: Graham Finlay, Strategic & Technical Sales
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