Global Prime Brokerage

Experience, knowledge and understanding of client strategies are what define a leading prime broker. The BMO Global Prime Brokerage team has served start-ups and established funds since 1990. Providing solutions and delivering results are the fundamental drivers of our success and what fuels our core purpose.

Delivering Comprehensive and Bundled Services

Client Service & Operation

• Dedicated single point of contact with significant industry experience

• Clearing and settlement in 40+ countries

Reporting & Technology

• Web-based interface for fully automated trade entry and reporting

• Multi-currency, multi-asset class platform with full support of global instruments

• Customizable and subscription based reporting, featuring ‘what-if’ scenario modeling

Financing & Margin

• Rules-based margining

• Bespoke financing solutions for both cash and synthetic Prime Brokerage clients

Securities Lending

• 24-hour global coverage with a diverse and stable supply of retail and institutional assets

• 180+ counterparty relationships worldwide with capabilities in 20+ markets

• Specialist in global hard-to-borrow equities, including ADRs and ETFs

Capital Introduction

Capital Introduction is a valuable Prime Brokerage service designed to assist the capital raising process and to provide business development guidance to our clients.  A few of our value-add services include:

• An Alternative Investment Catalogue to 850+ pre-screened investors

• Facilitation of targeted one-on-one investor meetings

• Themed events, from breakfast panels to educational sessions for IAs and their accredited clients

Trading Expertise

• Equities & Equity Research: specialized in listed and OTC equities, offering a full suite of global electronic products; fully integrated equity research platform in the US and Canada with economics, portfolio strategy, quantitative and technical research group

• Debt & Debt Strategy: one of Canada’s largest originators and market makers in government, corporate and asset backed securities with a global sales and trading presence; the debt strategy team works closely with sales and trading and provides trading ideas on 125+ investment grade issuers

• Derivatives Expertise: dedicated North American sales team providing research-based trade ideas, trade facilitation and execution for convertible bonds, options, futures and preferred shares; facilitation and commitment of capital to our clients

Electronic Trading

BMO Capital Markets offers a robust suite of algorithms through a sophisticated electronic trading platform accessible to institutional clients.  The platform can accommodate multiple asset classes including futures, options and equities on all North American markets.   A few of our capabilities include:

• Holistic electronic trading solution which benefits both high- and low-touch needs

• Bespoke routing and algorithmic customization

• Real time performance and venue analysis

• Integrated back-end straight-through-processing

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