BMO US Equity Buffer Hedged to CAD ETF - July Trust · NEO:ZJUL
BMO US Equity Buffer Hedged to CAD ETF - July Trust — BMO Partners Group Private Markets Fund — Investor Presentation (July 2023)
19 slides from BMO US Equity Buffer Hedged to CAD ETF - July Trust's investor presentation, July 2023
Slide 1: BMO Partners Group Private Markets Fund
BMO Partners Group Private Markets Fund July 2023 For accredited investor use only
Slide 2: Introducing BMO Partners Group Private Markets Fund
Introducing BMO Partners Group Private Markets Fund Fund Highlights Private Markets. Simplified. – single investment Key complement to portfolios – can be used as a Invest like an institution – sophisticated investors, provides Canadian accredited investors with access to long-term building block in
Slide 3: Private Markets: A Strong Complement to Public Markets
Private Markets: A Strong Complement to Public Markets, Providing Broader Exposure to the Economy P R I VAT E M A R K E T S D R I V E T H E E C O N O MY PUBLIC MARKETS OPPORTUNITY SET MORE C O N C E N T R AT E D A N D S H R I N K I N G 76,000 Private companies • Top seven S&P 500 companies represent
Slide 4: Private Markets Have Historically Outperformed Their Public Market Equivalents
Private Markets Have Historically Outperformed Their Public Market Equivalents Private Equity vs. Public Equities Private Debt vs. Public Debt 20 20 16.5 4.8% excess 15 15 11.7 long-term (%) returns (%) 10 5.1% 8.2 10 excess long-term 5 5 3.1 returns 0 0 10-year 10-year Private equity Public equity
Slide 5: Sophisticated Investors Have Significant Private Markets Exposure
Sophisticated Investors Have Significant Private Markets Exposure Canadian pension plans continue to ramp-up exposures to private ... While independent investors lag significantly markets... CPP/CDPQ - Private Assets Wealth by Investor Type (2022) % of Total AUM1,2 60% Alternative allocation Other a
Slide 6: Canadian Pension Plans Allocate Extensively to Private Markets
Canadian Pension Plans Allocate Extensively to Private Markets “ Our diversified portfolio demonstrated resilience in 2022 with excellent returns from our infrastructure, inflation sensitive and private equity assets … Assets correlated to inflation such as commodities, natural resources and “ Equit
Slide 7: Private Markets Can Improve Portfolio Risk-Reward Outcome
Private Markets Can Improve Portfolio Risk-Reward Outcome vs. Traditional Allocations PRIVATE MARKETS IMPACT ON RISK-RE TU RN OV E R 2 0 YE A R S (2 0 0 2 -2 0 2 2) 9 30% 50% 20% 30% 40% 20% 8 30% 80% 30% 30% GROWTH 40% RETURN (%) 7 40% 60% BALANCED Whether we start 6 40% off with a balanced, conser
Slide 8: Each Private Markets Sub-asset Class Plays a Different Role
Each Private Markets Sub-asset Class Plays a Different Role in Enhancing Risk-reward Each asset class can shift risk-reward to complement investor portfolios. 1. 2. 3. 4. PRIVATE PRIVATE REAL INFRA- EQUITY CREDIT ESTATE STRUCTURE Buyout / Growth / Venture Direct lending / Mezzanine Core / Value Add
Slide 9: Collaborating With a Leading Global Private Markets Firm: Partners Group
Collaborating With a Leading Global Private Markets Firm: Partners Group In delivering a tier-one private markets solution to Canadian accredited investors, BMO Global Asset Management conducted extensive due diligence and is proud to collaborate with a globally renowned, best-in-class private marke
Slide 10: Fund's Target Asset Allocation Offers One-Ticket Diversification
Fund’s Target Asset Allocation Offers One-Ticket Diversification Global Asset Mix Designed to Maximize Returns Through Cycles Real Assets: Private Equity: 20-50% 30-50% Infrastructure and real estate Private businesses Net IRR1: 13% AUM2: $37 Bn Net IRR1: 20% AUM2: $71 Bn 10-12% target net returns,3
Slide 11: The BMO PG Fund Breaks Down Traditional Barriers to Private Markets
The BMO PG Fund Breaks Down Traditional Barriers to Private Markets A single-ticket access point to global private markets – including private equity, credit, real estate and infrastructure for Canadian accredited investors. HOW BMO PARTNERS GROUP PRIVATE MARKETS FUND SOLVES FOR IT TRADITIONAL PRIVA
Slide 12: Partners Group's Relative Value Approach Dynamically Shifts Assets
Partners Group’s Relative Value Approach Dynamically Shifts Assets to the Most Compelling Areas of Private Markets With access to a full menu of private markets All-weather approach dynamically Actively seeks options, selects the right asset class, geography shifts allocations, dialing up/down relat
Slide 13: Position your portfolio for the Future
Position your portfolio for the Future. Harness Themes That Are Changing the World. BMO Partners Group Private Markets Fund gives accredited investors exposure to transformative themes that are driving long-term trends globally. Decarbonization Digitization KEY THEMES New Living & Sustainability & A
Slide 14: Why BMO Partners Group Private Markets Fund? A Summary
Why BMO Partners Group Private Markets Fund? A Summary Private markets drive a big part of the Institutional investors around the world, BMO Partners Group Private Markets global economy and complement public including major pension plans in Fund delivers simplified, single-ticket markets investment
Slide 15: BMO Partners Group Private Markets Fund: Terms & Structure
BMO Partners Group Private Markets Fund: Terms & Structure1 Ontario mutual fund trust distributed by offering memorandum (OM) to Canadian accredited investors (Feeder Fund), invested STRUCTURE into Cayman Islands master fund (Master Fund) FUND SERIES Series F - retail; Series I – institutional MINIM
Slide 16: Appendix
Appendix BMO & Global Asset Management
Slide 17: Diverse Toolkit to Participate in Private Markets Through Direct and Indirect Vehicles
Diverse Toolkit to Participate in Private Markets Through Direct and Indirect Vehicles to Unlock Value Direct Investments Indirect Investing directly into Investments a company through Investing in equity or debt other managers’ funds Lead Investment Co-Investments Private Debt Primary Secondary Con
Slide 18: Key Differences Between Public and Private Markets Investments
Key Differences Between Public and Private Markets Investments PUBLIC MARKETS PRIVATE MARKETS Traditional Semi-liquid & Evergreen • Closed-end funds INVESTMENT • Open-ended mutual funds or ETFs • Closed-end or evergreen funds VEHICLES • Structured as a partnership between the • Fully deployed into u
Slide 19: Disclaimer
Disclaimer TM/® Trade-marks/registered trade-marks of Bank of Montreal, used under license. BMO Global Asset Management (BMO GAM) is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asse
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