BMO Global Asset Management (BMO GAM) is partnering with Carlyle to provide Canadian accredited investors access to a global diversified private equity portfolio through a single fund, expected to be available this spring.
The strategy is BMO GAM’s third collaboration to broaden access to private markets for Canadian accredited investors.
“We are excited to work with Carlyle to simplify investing in private equity, which has historically been the highest returning segment of private markets,” said Jeffrey Shell, head of alternatives, BMO GAM. “The private equity asset class provides exposure to privately held companies that are drawn from the 80 percent of the economy that is not publicly traded, and traditionally has been available only to large institutional investors. Together with Carlyle, we are focused on product design that puts the experience of Canadian accredited investors front and center; this includes allowing monthly subscriptions at relative
