한국 글로벌 투자 포럼 2021
Korea Global Investment Forum 2021

Global capabilities.
Client-driven solutions.
(Information solely provided to Institutional Investors)

BMO Global Asset Management is a global investment manager delivering superior investment solutions powered by global insights, expertise and service excellence. Managing CA$339 billion in assets as of 31 March 2020, we support our clients around the world through a network of over 20 offices that span 14 countries across five continents.

Our roots date back to 1925 when Bank of Montreal first provided investment services to institutional clients. With a more than 95-year history of meeting the needs of institutional and individual clients, we offer a comprehensive range of advice-driven investment solutions, powered by our global insights and expertise. At the core of our organization are four multi-disciplined investment teams headquartered in Toronto, Chicago, London and Hong Kong.

When you choose BMO Global Asset Management, you choose to work with an asset management firm that is backed by the strength of BMO Financial Group, a fully diversified financial services organization with more than CA$974 billion* in assets and over 44,000 employees* that has helped clients with their investment needs.

It is our vision to be an industry leader in delivering advice-led, outcome-oriented investment solutions that exceed our clients' expectations.

Our belief is that institutional clients need an investment partner that truly understands the environment in which they operate and how it is evolving. This is vital to ensure your changing investment goals can be accommodated by responsive and forward-looking strategies.

We have been managing assets on behalf of pension funds, insurance companies and charities for many decades. Over that time we have gained a strong reputation for product innovation as we aim to keep our clients one step ahead.

We have dedicated and experienced investment teams covering equities and bonds globally. We also have considerable capability outside of the mainstream in specialist areas such as property, alternatives, responsible investment and multi-asset investment solutions.

Our experienced portfolio management teams are entrusted with independent decision-making authority, giving them the freedom to actively pursue opportunities in global financial markets, leveraging the knowledge of regionally based research teams embedded in key regions.

We believe the success of BMO Global Asset Management stems from a focus on the key principles that characterize our approach to investing, including a commitment to innovation, a disciplined process, diligent risk management, collaborative investment teams, and style consistency over time.

For more information, please contact:
Daanish Al-Karimi (Director, Korea & Japan – Institutional Sales & Service, Asia Pacific)
PH: (852) 3716 0806 M: (852) 6604-1537 E: daanish.alkarimi@bmo.com

Clara Lee (Senior Associate – Institutional Sales & Service, Asia Pacific)
PH: (852) 3716 0903 M: (852) 5322-0870 E: clara.lee@bmo.com

BMO Global Asset Management (Asia) Limited
Suite 3808, One Exchange Square, Central, Hong Kong
Please visit: www.bmogam.com

* BMO Global Asset Management, as of 31 July 2020

PGIM, the investment management business of Prudential Financial, Inc. (PFI), has a history that dates back more than 145 years and through over 30 market cycles.* With 38 offices in 16 different countries, our more than 1,300 investment professionals are located in key financial centers around the world.

A top-10 manager globally,** with $1.4 trillion in assets under management, PGIM is built on a foundation of strength, stability and disciplined risk management. Our firm is comprised of seven autonomous asset management businesses, each specializing in a particular asset class with a focused investment approach. This gives our clients diversified solutions with global depth and scale across public and private asset classes, including fixed income, equities, real estate and alternatives.

PGIM is also one of the largest real estate investment managers in the world, with $143 billion in gross assets under management by PGIM Real Estate.

For more information, visit www.pgim.com.

Disclosures:
Sources of data (unless otherwise noted) are as of June 30, 2020.
* “30 market cycles” represents PFI’s asset management expertise through PGIM, its affiliates and its predecessors.
** Prudential Financial, Inc. (PFI) is the 10th largest investment manager (out of 527 firms surveyed) in terms of global assets under management based on Pensions & Investments’ Top Money Managers list published on June 1, 2020. This ranking represents global assets under management by PFI as of March 31, 2020.

All assets under management (AUM) are net unless otherwise noted.
1. Includes $19 billion in assets managed by PGIM Fixed Income for affiliated businesses, $111 billion in PGIM Japan assets, and $136 million of which is sub-advised by PGIM Private Capital.
2. Includes equity $127 billion, fixed income $66 billion, and private credit and other alternatives $466 million.
3. Includes $63 billion in directly managed mandates, $43 billion of institutional and retail assets managed by various affiliated and third-party managers. QMA had $5 billion in assets under advisement.
4. Total AUM reflected as gross. Not included in total AUM: $39 billion in assets under administration as of June 30, 2020.
5. Represents total combined assets of the PGIM Global Partners businesses, including $86 billion from joint ventures in which PFI does not have a controlling interest, and therefore does not correspond to assets under management and administration as reported by PFI. AUM also includes $6 billion in assets sub-advised by other PGIM units and included in their totals.
6. Sub-advised by other PGIM business units and included in their totals.