Bringing you live news and features since 2006 

Lipper to construct model portfolio solutions for BMO InvestorLine


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

Fidelity International has announced the launch of the Fidelity Global Government Bond Climate Aware UCITS ETF, expanding its climate-focused ETF..
ETFs in Europe gathered net inflows of USD8.61 billion during February, bringing year-to-date net inflows to USD27.94 billion, according to..
Global ETFs gathered USD19.96 billion in net inflows during February bringing year to date net inflows to USD79.79 billion, according..
Since Thursday, four new ETFs issued by Xtrackers are tradable on Xetra and via the trading venue Börse Frankfurt...

Related Articles

Off the Record Episode 1
ETF Express is pleased to announce the launch of Off the Record, a new podcast series, in partnership with Truss...
February ETF flow figures from iShares at BlackRock reveal that inflows into global ETPs were moderate for a fifth consecutive...
Noel Archard, AllianceBernstein
Noel Archard has been in position as the global head of ETFs at AllianceBernstein for just over a year and...
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