Daniel Stanley
Director, Institutional & Advisory ETF Distribution, BMO ETFs
Daniel has over 20 years of experience in the capital markets industry includes positions in sales and investment management in Toronto and New York City. During his 7 years at CIBC World Markets he developed expertise in helping advisors use structured products and foreign exchange solutions. He managed global currency exposure at Bloomberg LP, and previously held a role as an investment advisor at RBC Dominion Securities, where he advised clients on security selection and portfolio management. Daniel’s consultative approach to working with investors is well suited to increasing the awareness of BMO ETFs among retail and institutional clients. Daniel is a CFA Charterholder and holds a B.A. in Economics and Political Science from McGill University.
The VAULT Newsletter
Lower costs, high liquidity and tax efficiency are just three reasons why ETFs are elegant yet practical solutions for trading into (and out of) precise sector exposures. Daniel Stanley, Director, Institutional & Advisory, ETF Distribution, BMO ETFs, makes the strong case that for discretionary portfolio managers, there is simply no better product out there.
Daniel Stanley, Director, Institutional & Advisory, dives deep into Factor investing, examining the differences between Factors and Styles, outlining Factor investing’s key benefits, and exploring how a strategy like low volatility can best be integrated into a portfolio.
Understanding the interests of Millennial and Gen Z clients is an increasingly important consideration for investment counsellors and portfolio managers. Daniel Stanley, Director, Institutional & Advisory, examines the role Responsible Investing and ESG solutions can play in deepening relationships with younger clientele.
With interest rates rising and volatility persisting, Daniel Stanley, Director, Institutional & Advisory, examines the role of fixed income in asset allocation — and the tax benefits of discount bonds.
As family offices and investment counsellors grapple with changing economic and geopolitical factors, Daniel Stanley, Director, Institutional & Advisory, BMO ETFs, shares his views on the need to look outside of traditional assets to satisfy your clients’ needs for a diversified, risk mitigated portfolio.
As family offices and investment counsellors grapple with a changing world, Daniel Stanley, Director, Institutional & Advisory, BMO ETFs, shares his views on the need to look outside fixed income to satisfy your clients’ income requirements.
Views on the fiduciary responsibility to re-think your bond exposure, screen for ESG risks and overcome the obstacles to implementation.
Exchange Traded Funds are effective market access tools, giving family offices greater control over several important elements in investing: currency exposure, taxation, investing costs, enhancing the portfolio construction and implementation process.