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Kate MacDonald
Portfolio Manager-Equities at
BMO Asset Management, Inc.
Profile
Ms. Meredith K.
MacDonald, CFA, is a Portfolio Manager at BMO Asset Management, Inc. She joined BMO Global Asset Management’s Global Equity team in 2022.
She manages real estate allocations across diversified mandates.
She has more than 15 years of investment industry experience specializing in real estate securities.
Ms. MacDonald was employed as a VP of Portfolio Management & Portfolio Manager by CI Investments, Inc., a Portfolio Manager by First Asset Investment Management, Inc., and an Associate Portfolio Manager by Morguard Financial Corp.
She holds the Chartered Financial Analyst (CFA) designation and a Master of Finance from Queen’s University Smith School of Business.
Kate MacDonald active positions
| Companies | Position | Start |
|---|---|---|
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Portfolio Manager-Equities | 01/11/2022 |
Former positions of Kate MacDonald
| Companies | Position | End |
|---|---|---|
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Portfolio Manager-Equities | 01/10/2022 |
First Asset Investment Management, Inc.
 First Asset Investment Management, Inc. Investment ManagersFinance First Asset works on a consultative basis with advisors providing comprehensive and individualized service to ensure they are best able to position client portfolios. To create innovative, low cost, solution-oriented funds, the firm teams up with high quality investment firms. | Portfolio Manager-Equities | 01/06/2018 |
Morguard Financial Corp.
 Morguard Financial Corp. Real Estate DevelopmentFinance Provides real estate services | Corporate Officer/Principal | 31/12/2012 |
Training of Kate MacDonald
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
44
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing. | Finance |
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Finance |
First Asset Investment Management, Inc.
First Asset Investment Management, Inc. Investment ManagersFinance First Asset works on a consultative basis with advisors providing comprehensive and individualized service to ensure they are best able to position client portfolios. To create innovative, low cost, solution-oriented funds, the firm teams up with high quality investment firms. | Finance |
Queen's University
 Queen's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morguard Financial Corp.
Morguard Financial Corp. Real Estate DevelopmentFinance Provides real estate services | Finance |
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