2015 Outlook: Todd Healy, BMO Asset Management

Terry Flanagan

Todd Healy is head of investment operations at BMO Global Asset Management, a provider of investment management, retirement, and trust and custody services.

What were the major themes of your business in 2014?

The theme of globalization was felt largely across the organization in 2014. From the acquisition of London-based F&C Investments in May to the opening of sales offices in new regions, BMO Global Asset Management has been broadening its reach and expanding its distribution. To that end, we launched a number of new products and funds, and we are constantly seeking innovative means to create operational efficiencies, contain costs and manage regulatory changes.

Todd Healy, BMO Asset Management

Todd Healy, BMO Asset Management

What are your expectations for 2015?

We expect to build on our successes achieved in 2014, so we will continue to look at broadening distribution and working with our significant global partners. The regulatory environment will continue to grow at a rapid pace, so that will require added attention from across the industry. In addition, we will spend considerable time looking at how we can further enhance our client experience. In 2014, our investment book of record proved instrumental in our ability to make better investment decisions for our clients. Initiatives such as these, which allow us to best serve and deliver value, are our top priority.

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