Catherine Roche - Bank of Montreal Head, Office of Strategic Management
| BMO Stock | USD 90.06 0.70 0.77% |
Executive
Ms. Catherine Roche serves as Head, Marketing and Strategy of the Company. She was Head, Office of Strategic Management of the company. Prior to joining BMO, Ms. Roche spent 20 years working with the Boston Consulting Group, most recently as Partner and Managing Director. She led BCGs global Center for Consumer and Customer Insight a functional area of expertise on customer experience and knowledge that crosses all sectors. Adding to this broad and impressive background, Ms. Roche is a published expert in fields such as consumer analytics, data and customer experience. Ms. Roche sits on the boards of Futurpreneur Canada and Toronto Global since 2017.
| Tenure | 7 years |
| Professional Marks | MBA |
| Address | 129 rue Saint-Jacques, Montreal, QC, Canada, H2Y 1L6 |
| Phone | 416-867-7366 |
| Web | https://www.bmo.com |
Bank of Montreal Management Efficiency
At this time, Bank of Montreal's Return On Tangible Assets are very stable compared to the past year. As of the 5th of November 2024, Return On Assets is likely to grow to 0.01, while Return On Capital Employed is likely to drop 0.01. At this time, Bank of Montreal's Asset Turnover is very stable compared to the past year. Bank of Montreal's management efficiency ratios could be used to measure how well Bank of Montreal manages its routine affairs as well as how well it operates its assets and liabilities.Similar Executives
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Management Performance
| Return On Equity | 0.0849 | ||||
| Return On Asset | 0.005 |
Bank of Montreal Leadership Team
Elected by the shareholders, the Bank of Montreal's board of directors comprises two types of representatives: Bank of Montreal inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Bank. The board's role is to monitor Bank of Montreal's management team and ensure that shareholders' interests are well served. Bank of Montreal's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Bank of Montreal's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Eric Fleche, Independent Director | ||
| Herbert Mazariegos, Chief Officer | ||
| Thomas Flynn, Chief Financial Officer | ||
| Craig Broderick, Independent Director | ||
| Patrick Cronin, Chief Risk Officer, BMO Financial Group | ||
| Martin Eichenbaum, Independent Director | ||
| Larry Zelvin, EVP Unit | ||
| Stephen Dent, Independent Director | ||
| Erminia Johannson, Group Head, North American Personal Banking & U.S. Business Banking, BMO Financial Group | ||
| Michael Bonner, Senior Yukon | ||
| Catherine Roche, Head, Office of Strategic Management | ||
| Sophie Brochu, Independent Director | ||
| Cameron Fowler, Chief, Strategy and Operations Officer, BMO Financial Group | ||
| Tayfun Tuzun, Deputy Chief Financial Officer, BMO Financial Group | ||
| Kimberley Goode, Chief Officer | ||
| Sharon HawardLaird, General Counsel | ||
| Steve Tennyson, Chief Technology and Operations Officer | ||
| David Harquail, Independent Director | ||
| William White, CEO Director | ||
| Richard Rudderham, Chief Human Resource Officer | ||
| Steve CFA, Chief Officer | ||
| Christine Viau, Head Relations | ||
| Geoff Barsky, CoHead Markets | ||
| Madhu Ranganathan, Independent Director | ||
| Deland Kamanga, Group Management | ||
| Mona Malone, Chief Human Resources Officer and Head of People & Culture, BMO Financial Group | ||
| Ronald Farmer, Independent Director | ||
| Simon Fish, General Counsel, BMO Financial Group | ||
| Gary CFA, Europe Banking | ||
| Gail CPA, Chief Auditor | ||
| Janice Babiak, Independent Director | ||
| Darryl White, Chief Executive Officer of BMO Financial Group, Director | ||
| James Walsh, Managing Director | ||
| George Cope, Independent Chairman of the Board | ||
| David Casper, U.S. Chief Executive Officer, BMO Financial Group, Chair and Chief Executive Officer, BMO Harris Bank N.A. and Group Head, North American Commercial Banking | ||
| Christine Edwards, Independent Director | ||
| Linda Huber, Independent Director | ||
| Daniel Barclay, Chief Executive Officer and Group Head, BMO Capital Markets | ||
| Joanna Rotenberg, Chief Marketing Officer & Head - Strategy | ||
| Lorraine Mitchelmore, Independent Director |
Bank Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Bank of Montreal a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.0849 | ||||
| Return On Asset | 0.005 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | (109.06 B) | ||||
| Shares Outstanding | 729.41 M | ||||
| Shares Owned By Insiders | 0.02 % | ||||
| Shares Owned By Institutions | 55.06 % | ||||
| Number Of Shares Shorted | 9.82 M | ||||
| Price To Earning | 14.84 X |
Pair Trading with Bank of Montreal
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Bank of Montreal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Bank of Montreal will appreciate offsetting losses from the drop in the long position's value.Moving together with Bank Stock
| 0.8 | C | Citigroup Fiscal Year End 10th of January 2025 | PairCorr |
| 0.92 | BK | Bank of New York Fiscal Year End 10th of January 2025 | PairCorr |
| 0.79 | CM | Canadian Imperial Bank Fiscal Year End 5th of December 2024 | PairCorr |
| 0.73 | RY | Royal Bank Fiscal Year End 5th of December 2024 | PairCorr |
The ability to find closely correlated positions to Bank of Montreal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bank of Montreal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Bank of Montreal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Bank of Montreal to buy it.
The correlation of Bank of Montreal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Bank of Montreal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bank of Montreal moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Bank of Montreal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Bank of Montreal. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. To learn how to invest in Bank Stock, please use our How to Invest in Bank of Montreal guide.You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Is Diversified Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Bank of Montreal. If investors know Bank will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Bank of Montreal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.17 | Dividend Share 6.04 | Earnings Share 6.2 | Revenue Per Share 43.316 | Quarterly Revenue Growth (0.04) |
The market value of Bank of Montreal is measured differently than its book value, which is the value of Bank that is recorded on the company's balance sheet. Investors also form their own opinion of Bank of Montreal's value that differs from its market value or its book value, called intrinsic value, which is Bank of Montreal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Bank of Montreal's market value can be influenced by many factors that don't directly affect Bank of Montreal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Bank of Montreal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Bank of Montreal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Bank of Montreal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.