Our Investments

Our Investments Opportunities

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Our Investments

SIA Wealth Management (SIAWM) offers and manages various different investment products. SIAWM currently manages: BMO Tactical Global Equity ETF Fund, BMO Tactical Global Bond ETF Fund and BMO Tactical Global Asset Allocation ETF Fund. SIAWM currently offers its own funds including: SIA Tactical U.S. Pool, and the SIA Tactical Market Neutral Pool, with more new funds on the way.

Our mandates are unconstrained to allow more flexibility when moving between asset classes as market conditions change. We do not have a mandate that limits us to being fully invested in equities, we can go elsewhere as market conditions and capital flows change.  The benefit of this approach is that as our research generates insights into which asset classes or groups are outperforming and which areas are falling out of favor.  Our multi-step investment process considers risk and Relative Strength to address all potential scenarios and looks to capitalize on changes in the markets.

Through our objective, comparative analysis of asset classes, sectors and investments we are able to focus our holdings on the top performing ETFs and securities in the top ranked asset classes to invest in. By looking at the macro and micro trends that drive sector and geographic asset mix decisions, we work to generate the best possible results.

Mutual Funds

BMO Tactical Global Equity ETF Fund

Unconstrained Global ETF and Stock Mandate powered by SIA’s proprietary Relative Strength Methodology.

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BMO Tactical Global Bond ETF Fund

Unconstrained Global ETF Bond Mandate powered by SIA’s proprietary Relative Strength Methodology.

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BMO Tactical Global Asset Allocation ETF Fund

A Balanced Asset Allocation ETF Fund that combines holdings in Equity ETFs, Bond ETFs and individual stocks.

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Private Pools

SIA Tactical US Pool

Tactical U.S. Pool takes factor-based investing one step further by applying a “Factor-Based Methodology within another Factor-Based Universe”

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SIA Tactical Market Neutral Pool

Tactical Market Neutral Pool seeks to have a lower beta and volatility with better risk-adjusted returns versus the equities market, while attempting to provide downside protection

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BMO Mutual Fund

BMO Tactical Global Equity ETF Fund

Unconstrained Global ETF and Stock Mandate powered by SIA’s proprietary Relative Strength Methodology

Based on an “unconstrained” global equity mandate, the BMO Tactical Global Equity ETF Fund aims to provide long-term capital growth by investing primarily in a diversified portfolio of global equity exchange traded funds and individual securities. The fund’s asset mix may be changed over time to reflect the portfolio manager’s outlook for each asset class.

The Fund uses a combination of global macro analysis and technical indicators to build a diversified global portfolio. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities or longer-term market trends.

  • Utilize exclusive access to SIA Charts analysis technology
  • Benefit from meaningful shifts that position the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets
  • Remove biases and emotions that can harm performance from investing
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BMO Mutual Fund

BMO Tactical Global Bond ETF Fund

Unconstrained Global ETF Bond Mandate powered by SIA’s proprietary Relative Strength Methodology

Based on an “unconstrained” global fixed income mandate, the BMO Tactical Global Bond ETF Fund aims to provide long-term capital growth and preservation of capital by investing primarily in a diversified portfolio of global fixed income exchange traded funds. The fund’s asset mix may be changed over time to reflect the portfolio manager’s outlook for each asset class.

The Fund uses a combination of global macro analysis and technical indicators to build a global fixed income portfolio using ETFs. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities or longer-term market trends.

  • Utilize exclusive access to SIA Charts analysis technology
  • Benefit from meaningful shifts that position the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets
  • Remove biases and emotions that can harm performance from investing
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BMO Mutual Fund

BMO Tactical Global Asset Allocation ETF Fund

A Balanced Asset Allocation ETF Fund that combines holdings in Equity ETFs, Bond ETFs and individual stocks powered by SIA’s proprietary Relative Strength Methodology

Based on an “unconstrained” global equity and fixed income mandate, the BMO Tactical Global Asset Allocation ETF Fund combines holdings in Equity ETFs, Bond ETFs and individual stocks. This fund’s objective is to provide long-term capital growth and preservation of capital by investing primarily in a globally diversified balanced portfolio. The fund’s asset mix with respect to equities and bonds may be changed over time to reflect the portfolio manager’s outlook.

The Fund uses a combination of global macro analysis and technical indicators to build a global balanced portfolio that invests primarily in equity and fixed income ETFs, with the flexibility to also invest in securities directly. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities and longer-term market trends.

  • Utilize exclusive access to SIA Charts analysis technology
  • Benefit from meaningful shifts that position the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets
  • Remove biases and emotions that can harm performance from investing
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SIA Wealth Private Pool

SIA Tactical US Pool

Launched in 2017, SIAWM offers the Tactical U.S. Pool through an Offering Memorandum. This Pool combines SIA’s proprietary Relative Strength Analysis with Factor Based Investing to select the top-ranked investments for the portfolio through various market environments. This enables the pool to pursue long-term capital appreciation while attempting to protect capital value from major stock market downturns.

One of the main attractions of the SIAWM Tactical U.S. Pool is its use of Factor Based analysis. Different market segments: such as growth, momentum, value, large cap, small cap, dividend yield, low volatility and others can perform relatively better at different times. Rather than sticking with a single philosophy or strategy through good times and bad, our analysis focuses on the factors that are showing the strongest relative performance at any given time and to move between factors as market conditions change.

The Tactical U.S. Pool invests in approximately 28-36 different positions. The pool owns top ranked stocks within 9 different Factor Based Index Universes, and exits when the stock ranking drops below predefined levels within each universe. Combining factor and tactical strategies, the pool offers the benefits of strategic diversification, relative strength, and risk management through ever-changing market conditions.

  • SIA Factor Squared investing applies factor-based methodology within another factor-based universe
  • Follows market factors as the primary contributors to performance over time
  • Identifies the top performing stocks within factor-based universes to build a diversified portfolio of strong investments
  • Tactical portfolio adjustments based on the SIA Equity Action CallTM

Interested parties should contact their investment professional.

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SIA Wealth Private Pool

SIA Tactical Market Neutral Pool

SIA Wealth Management offers a Tactical Market Neutral Pool launched in January 2017 that seeks to have lower beta and volatility while offering better risk-adjusted returns relative to equities markets. The pool attempts to provide downside protection during a market crisis and the potential to sidestep or even profit from prolonged stock market declines.

The Pool invests in individual securities and ETFs to offer global exposure. The long-short balance is based on SIA Wealth’s Relative Strength methodology and the SIA Equity Action CallTM.

  • Fund aims to deliver better risk adjusted returns over time than equity markets through higher return or lower risk
  • Downside protection in times of falling stock markets
  • Flexible Long-short allocation changes over time depending on the SIA Equity Action CallTM

Interested parties should contact their investment professional.

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Objective. Rules-based. Unconstrained.

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