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Interview OpportunityToo many investment options making your head spin? Consider putting your portfolio on autopilot

WHAT:

Maintaining a productive and well balanced investment portfolio over the long-term can be a challenge given today's volatile market conditions, and exploring the various investment options may just make you plain dizzy.

One of the latest options to be introduced to Canadian investors is life cycle funds. Different from regular mutual funds, which you can hold until you decide to sell the units, life cycle funds have pre-determined end dates and as that date approaches – be it in 10, 15 or 25 years – the fund automatically adjusts to become more conservative. This re-balancing mechanism helps protect the value of the fund as it gets closer to maturity.

WHY:

Whether it's saving for a child's education, a new home or retirement, saving for long-term goals doesn't have to be time consuming or daunting. Through BMO LifeStage Plus Funds, BMO's unique line of life cycle funds, investors get access to the only funds in Canada, offered by a bank, to include a daily lock-in feature, ensuring investors receive the highest daily value during the life of the fund.

WHO:

BMO Financial Group has national and regional experts available to comment on the following:

A review of some of the newer investing products available today;
What investing products are most appropriate when planning for short-, medium- and/or long-term goals;
An overview of what life cycle funds are and how they differ from other investing products;
How BMO LifeStage Plus Funds differ from other life cycle funds on the market.

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