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BMO Global Asset Management Pension Plan
BMO Global Asset Management is a brand name for affiliated entities of BMO Financial Group. It provides trust, custody, securities lending, investment...
BMO Global Asset Management Pension Plan
BMO Global Asset Management is a brand name for affiliated entities of BMO Financial Group. It provides trust, custody, securities lending, investment management, and retirement plan services, including group investment plans for employee financial wellness. Teams in Toronto and Chicago support global offices as fiduciary manager for pension funds.
General information
Firm type
Pension Fund
Year founded
2002
Location
Region
North America
Country
Canada
City
Chicago
Additional offices
Chicago
Principals
Bill Bamber
CEO of BMO Global Asset Management
Sadiq Adatia
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at BMO Global Asset Management Pension Plan?
Bill Bamber serves as CEO and Sadiq Adatia serves as Chief Investment Officer. Both roles are documented in the Altss research record.
Does the plan participate in fund commitments or only direct deals?
The plan holds positions in multiple third-party funds including BMO Partners Group Private Markets Fund and BMO Carlyle Private Equity Strategies Fund.
Which asset classes receive allocation?
Allocations include real estate through dedicated property funds, private equity and infrastructure via evergreen vehicles, and public equity positions such as Tesla and Teradyne.
Where does the plan maintain investment activity?
Core activity occurs in North America with additional exposure in the United Kingdom and global private markets.
How is the plan related to BMO Financial Group?
It serves as the employee retirement vehicle sponsored by BMO Financial Group and is managed under BMO Global Asset Management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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