The 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.
RecordedFeb 10 202145 mins
Your place is confirmed, we'll send you email reminders
While 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.
Our 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.
As 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.
Simon Holmes and Vicki Bakhshi, BMO Global Asset Management
Talking 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.
Phil Webster, Hamish Mair and Sam Cosh, Fund Managers
Three 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.
The 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.
Kelly Prior and Anthony Willis with David Conlon of Gravis Capital
In 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.
Chris Childs, Director, Multi Strategy Investments
Chris 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.
Phil 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.
After 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.
Gary Potter and Anthony Willis, BMO Multi-Manager People
Join 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.
There 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.
Simon Holme and Keith Balmer, BMO Global Asset Management
Against 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.
Rob Burdett, Multi-Manager People and Nick Davis, Polar Capital
Join 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.
As 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.
Join 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.
Guy 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.
Vaccines 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?
Join 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.
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.
BMO Adviser Edge: What are transaction costs?Graham Finlay, Strategic & Technical Sales[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]44 mins