Company Press Release

BMO Global Asset Management Unifies Brands Under New Website

CHICAGO, October 1, 2013 – BMO Global Asset Management has launched a new  HYPERLINK "http://www.bmogam.com" website that features a comprehensive look at all the investment, recordkeeping and trust and custody services available through the firm. 

“The new site creates a much more user-friendly and accessible online experience for our clients,” said Barry McInerney, co-CEO, BMO Global Asset Management. “This is more than just a new face for our website. We have coordinated products and services from all of our lines of business in order to present a more holistic picture of the advice-driven solutions that BMO Global Asset Management provides to our clients.”

The new site incorporates multimedia, such as videos, and features interviews, educational content, client surveys and thought leadership. “These tools will help our current and future clients get a much better understanding of the firm’s business structure and how we can help them succeed,” McInerney said. 

“Our focus continues to be on delivering outcome-oriented investment solutions that exceed client expectations, and this new website will keep investors up-to-date on our innovation,” said Craig Rawlins, Chief Investment Officer, BMO Asset Management, U.S. “It will also provide insights and education directly from our portfolio managers and strategists."

The lines of business being unified under the umbrella of the BMO Global Asset Management website include:

Asset Management

Mutual Funds 

Retirement Services

Trust and Custody Services

Within asset management, the website integrates the organization’s centralized, multi-disciplined investment teams in North America with the websites of BMO’s four world-class boutique managers: Monegy, Pyrford International, Lloyd George Management and Taplin, Canida & Habacht. 

By having access to all of these entities in one place, clients can easily view the full suite of BMO Global Asset Management products and solutions.

To view the website, visit  HYPERLINK "http://www.bmogam.com" www.bmogam.com.

About BMO Global Asset Management

BMO Global Asset Management is a global investment manager with more than $129 billion in assets under management, including discretionary and non-discretionary assets under management, and more than $164 billion in assets under administration as of July 31, 2013.

Our two multi-disciplined teams are based in Toronto and Chicago/Milwaukee, and our network of world-class boutique managers is strategically located across the globe. They include Monegy, Inc., Pyrford International Ltd., Lloyd George Management and Taplin, Canida & Habacht, LLC. BMO Global Asset Management delivers service excellence from offices throughout North America, and in London, Abu Dhabi, Mumbai, Beijing, Shanghai, Hong Kong, Melbourne and Sydney. Our approach has led us to be recognized by Pension & Investments as one of the world’s largest 100 asset managers based on combined assets under management as of December 31, 2012.

We are a part of BMO Financial Group (NYSE: BMO), a fully diversified financial services organization with $549 billion CND total assets and more than 46,500 employees as of July 31, 2013.

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Disclosures

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide trust, custody, securities lending, investment management, and retirement plan services. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO). 

BMO Asset Management U.S. consists of BMO Asset Management Corp., BMO Asset Management (Canada)® includes BMO Asset Management Inc., and Lloyd George Management consists of the subsidiaries of LGM (Bermuda) Ltd.

BMO Retirement Services, BMO Not-for-Profit Services, BMO Taft-Hartley Services and BMO Trust and Custody Services are a part of BMO Global Asset Management and a division of BMO Harris Bank N.A., offering products and services through various affiliated entities of BMO Financial Group.

BMO Asset Management Corp. is the investment adviser to the BMO Funds. M&I Distributors, LLC, is the distributor. BMO Funds are not marketed or sold outside the United States.

Investors should carefully consider the investment objectives, risks, charges and expenses of the BMO Funds. This and other important information is contained in the prospectuses and/or summary prospectuses, which can be obtained by calling 1-800-236-3863. Please read carefully before investing.

All investments involve risk, including the possible loss of principal.

Investment advisory services in the United States are provided by BMO Asset Management Corp., Monegy, Inc., Lloyd George Investment Management (Bermuda) Ltd., Lloyd George Management (Europe) Limited, Lloyd George Management (Hong Kong) Ltd., Pyrford International Ltd. and Taplin, Canida & Habacht, LLC.

Investment advisory services in Canada are provided by BMO Asset Management Inc., BMO Asset Management Corp., Monegy, Inc., Lloyd George Management (Europe) Limited, Lloyd George Management (Hong Kong) Ltd. and Pyrford International Ltd.

Financial promotions in the United Kingdom are provided by Lloyd George Management (Europe) Limited and Pyrford International Ltd.  Lloyd George Management (Europe) Limited and Pyrford International Ltd. are authorized and regulated by the Financial Services Authority, United Kingdom.

Asset management services in Hong Kong are provided by Lloyd George Management (Hong Kong) Limited and licensed by the Securities and Futures Commission to conduct regulated activity Type 9 – asset management under the Securities and Futures Ordinance.

Investment products are: NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE

©2013 BMO Financial Corp.