BMO Investment Strategy Group Overview - Amazon S3

BMO Investment Strategy Group Overview

Brian G. Belski Chief Investment Strategist BMO Capital Markets Corp.

(212) 885-4151 (416) 359-5761 brian.belski@

Refer to pages 22 to 25 for Important Disclosures, including Analyst's Certification.

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US Strategy Publications

US Strategy Comment

Weekly commentary on relevant market topics and associated investment implications.

US Chartbook

Our GO-TO Report that delineates our investment process, with monthly analysis of

the S&P 500 Index, sectors and Industries.

US Strategy

US Factor Profiles

Monthly analysis, stock lists, and performance history of key fundamental investment factors

within the S&P 500.

US Snapshot

Ad Hoc pictorial of important investment related topics and relationships as it relates to

our investment PROCESS and models.

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Canadian Strategy Publications

Canadian Snapshot

Ad Hoc pictorial of important investment related topics and relationships as it relates to our investment process and models.

Canadian Chartbook

Our GO-TO Report that delineates our investment PROCESS, with monthly analysis of

the S&P/TSX Index, sectors and Industries.

Canadian Strategy

Canadian Factor Profiles

Monthly analysis, stock lists, and performance history of key fundamental investment factors

within the S&P/TSX.

Small Cap Research

Daily report measuring performance of the BMO Small Cap Index, which is a widely used benchmark for small cap stocks in Canada.

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Portfolio Strategy Publications

BMO Research Portfolio Changes

Summary of changes to the BMO Research Top 15 Fundamental Lists and Model Portfolios.

Investment Strategy Portfolios

Portfolios designed to encapsulate our current investment opinions. We have four actively traded portfolios: 1. US Equity PLUS ? designed to encapsulate our current US and Canadian

Strategy opinions regarding the S&P 500 and S&P/TSX indices, sectors, and industries. 2. US Large Cap Disciplined Value ? designed to encapsulate our current Large Cap Strategy opinions regarding fundamental themes and sector recommendations, with a focus on attractive relative value. 3. Large Cap Canadian Plus ? a portfolio ranging from 30 to upwards of 35 stocks, in which roughly two-thirds are invested in the Canadian Market and the remaining one-third invested in US Equities. 4. North American Dividend Growth ? designed to balance core dividend holdings with an actively managed tactical style component around our dividend growth methodologies and higher yielding strategies.

Portfolio Strategy

Top 15 Fundamental Lists

BMO Capital Markets top 15 fundamental lists are designed to provide investors with BMO Equity Research best investment ideas based on the

strength of our fundamental analysis within five specific categories: 1. Canadian Large Cap 2. Canadian Small Cap 3. US Large Cap 4. US Small Cap 5. North American Income

BMO Equity Research Model Portfolios

The BMO Research Model Portfolios are designed to provide investors with a well-diversified portfolio of BMO Equity Research best investment ideas based on the strength of our fundamental analysis. We have three

core portfolios: 1. Large Cap Canadian PLUS 2. Large Cap Canadian 3. Small Cap Canadian

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Recent Investment Strategy Publications

US Strategy Commentary

October 2, 2017: There is Still Time to Own Financials and Trade Energy (Snapshot) September 21, 2017: Positioning Within Our Market Weight Sectors September 14, 2017: An Interpretation of Sector Seasonal Trends (Snapshot) September 6, 2017: Raising Base Case 2017 Year-End S&P Forecast to 2,600 (Snapshot) August 16, 2017: The Pain Trade Likely Remains Higher (Snapshot) August 9, 2017: Low Risk Factors Pacing US Stock Leadership (Snapshot) July 26, 2017: Time to Add to Energy July 20, 2017: Selection Model Update July 13, 2017: 2Q17 Earnings Preview June 22, 2017: 2017 Half Time Check Up June 1, 2017: Consumer Discretionary Indifference May 18, 2017: Roadmap for Rangebound Markets May 10, 2017: Remaining Patient With Technology Apr 27, 2017: Focus on Large Cap Apr 20, 2017: Our Style Preference Remains Value Mar 30, 2017: Control What You Can, Prepare for What You Cannot Mar 16, 2017: Leaving Crisis Rates Behind Mar 9, 2017: Realities of Our S&P 500 Price Target

Special Reports

Nov 18, 2016: 2017 Market Outlook

US Strategy Monthly

September 6, 2017: US Chartbook September 6, 2017: US Factor Profiles

Canadian Strategy Monthly

September 6, 2017: Canadian Chartbook September 6, 2017: Canadian Factor Profiles

Portfolio Strategy

October 2, 2017: Top 15 Fundamental Lists/Changes October 2, 2017: BMO Research Model Portfolios October 2, 2017: Investment Strategy Portfolios July 10, 2017: Investment Strategy Portfolios - 2Q Review

Investment Strategy Snapshots

September 28, 2017: Discretionary Deviations Between the US & Canada September 14, 2017: CDN Strategy: Time for Canadian Stocks to Wake Up August 16, 2017: CDN Strategy: TSX Valuation Reversion August 9, 2017: CDN Strategy: Highlights From Canadian Chartbook - August July 26, 2017: CDN Strategy: Canadian Selection Model Update

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