Bringing you live news and features since 2006 

Lipper to construct model portfolio solutions for BMO InvestorLine

RELATED TOPICS​

Lipper, a Thomson Reuters company, has been selected by the BMO Financial Group to construct model portfolio solutions of mutual funds and exchange-traded funds ETFs for BMO InvestorLine. 

Lipper will also be providing BMO InvestorLine with an ETF and mutual fund selection research service. 

BMO InvestorLine fund model portfolios and lists of funds will be based upon the Lipper Leader for Consistent Return rating methodology.

The Lipper Leader for Consistent Return measure is an objective rating that evaluates not only a fund’s risk-adjusted performance, but also its consistency.  Aimed primarily at investors, Lipper Leaders ratings have been used to rate mutual funds for close to a decade.

“As Lipper is an independent fund content and analysis provider, it is ideally positioned to offer model portfolios, fund selection, and portfolio construction research services,” says Dr. Gabriel Burstein (pictured), global head of fund research at Lipper.

“Lipper, with its recognised reputation in the global fund industry, is an ideal partner for BMO InvestorLine and our industry leading model portfolio offering,” says Cesar Rainusso, vice president of strategy at BMO InvestorLine.

Latest News

The August data from LSEG Lipper shows that the global ETF industry held USD10,547.4 billion in assets under management on..
HANetf has announced that their European Green Deal UCITS ETF (ticker: EUGD) has reached USD52 million (EUR49.9 million) in assets..
Legal & General Investment Management (LGIM) has announced the launch of the L&G Global Brands UCITS ETF. The firm writes..
Vienna Stock Exchange has launched three new thematic indices: CECE Reshoring, CECE Commodity Producers and CECE Clean Energy, writing that..

Related Articles

John Ciampaglia, Sprott Asset Management
Geo-political tensions and concerns about hitting clean energy targets have brought the focus back onto nuclear power in recent months,...
Nick King, Robeco
Europeam investment management giant Robeco has announced the appointment of Nick King as Head of Exchange Traded Funds (ETFs), in...
Kristof Gleich, Harbor Capital
Harbor Capital burst onto the ETF issuance world in 2021 and now has USD1.1 billion in assets in ETFs. But...
Europe’s thematic ETF provider, Rize ETF, has been acquired by ARK Invest LLC, the parent of ARK Investment Management LLC,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by