Institutional Insights

Not sure how to invest your clients’ U.S. dollars? Erika Toth, Director, Director, Institutional & Advisory, ETF Distribution, BMO ETFs, breaks down the benefits of BMO’s suite of USD ETFs, with solutions ranging from places to park cash to tax-efficient¹ income generators to index-based equity exposure and beyond.

With inflation running hot, investment counselors and family offices may want to re-assess their portfolio’s factor tilts. To this end, Erika Toth, Director, Institutional & Advisory, BMO ETFs, offers insights into how factors perform across different interest rate regimes and market cycles.

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.