BMO Asset Allocation Fund Pre-Call Report

BMO Asset Allocation Fund Pre-Call Report - BMO Investments...

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BMO Investments Inc. 77 King Street West Toll Free: (800) 665-7700 Suite 4200, Royal Trust Tower Phone: (416) 956-2271 Toronto, ON M5K 1J5 Fax: (416) 867-6250 Email: mutualfunds@bmo.com BMO Asset Allocation Fund Pre-Call Report Prepared for: XXXXXXXX Senior Fund Manager Prepared by: XXXXXXXXXXX Fund Sales Representative Date: February 23, 2007
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. . . . . . . . . TABLE OF CONTENTS EXECUTIVE SUMMARY. ......................................................................................................................................... 1 INDUSTRY KNOWLEDGE. ...................................................................................................................................... 2 COMPANY KNOWLEDGE. ...................................................................................................................................... 5 PRODUCT KNOWLEDGE. ....................................................................................................................................... 7 COMPETITIVE KNOWLEDGE. .............................................................................................................................. 11 CUSTOMER KNOWLEDGE. .................................................................................................................................. 13 ANTICIPATED OBJECTIONS. ............................................................................................................................... 14 References. ............................................................................................................................................................. 15
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BMO Asset Allocation Fund Pre-Call Report EXECUTIVE SUMMARY This report discusses in detail the BMO Asset Allocation Fund. It starts by highlighting the mutual fund industry by detailing statistics such as the size, concentration, competitiveness and the reasons behind the competitiveness. It then talks about the main current economic, legal/political, social/environmental and other trends, how they are impacting the industry and the future outlook regarding these trends. The report goes on to talk about the fund’s parent company, BMO Financial Group, and its immediate parent company, BMO Investments Inc. It outlines the company’s selling policies and procedures as well. The report then moves onto the actual product itself, giving a detailed description of the fund along with relevant key statistics, its main features and how they benefit the investors and then does the same for the fund’s service support features. The next section is about the fund’s main competitor, Fidelity Investment Canada’s Canadian Balanced-B Fund. It contains profiles of the company and the fund, lists key features and benefits of the fund, compares these features and benefits to those of the BMO Asset Allocation Fund and states why the BMO fund is better in these criteria. Customer knowledge is presented next, with the key customer demographics for the
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BMO Asset Allocation Fund Pre-Call Report - BMO Investments...

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