![Jimmy Xu](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jimmy Xu
Head-Equity Investments at
BMO Asset Management, Inc.
Profile
Mr. Jimmy Xu, CFA, is a Head of Liquid Alternatives & Non Linear ETF at BMO Asset Management, Inc. He joined the firm in September 2023 with responsibility for building and managing liquid alternatives investment solutions.
Previously, Mr. Xu was a Portfolio Manager at another large Canadian bank-owned asset management firm, where he managed global multi-asset portfolios and cross-asset derivative strategies.
He holds a Bachelor of Applied Sciences in Systems Design Engineering from University of Waterloo.
He is also a CFA charterholder.
Jimmy Xu 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. | Head-Equity Investments | 2023-08-31 |
Former positions of Jimmy Xu
| Companies | Position | End |
|---|---|---|
TD Asset Management, Inc.
 TD Asset Management, Inc. Investment ManagersFinance TDAM aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps them to develop a comprehensive perspective on managing risk and taking advantage of opportunities. | Trading-Equity | 2023-08-31 |
Training of Jimmy Xu
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
56
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TDAM aims to provide strong risk-adjusted investment returns over the long term. A collaborative team-based approach helps them to develop a comprehensive perspective on managing risk and taking advantage of opportunities. | 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 |
The University of Waterloo
 The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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