BMO Capital Markets performs a customized margin analysis on each portfolio and provides leverage in accordance with applicable regulatory guidelines.

Our proprietary technology ensures that client positions are automatically assigned the appropriate leverage. Our systems are designed to recognize hedged positions and provide margin offsets, ensuring optimal leverage.

We also provide "net" financing solutions to our hedge fund clients at competitive rates. Our Position Report and Capital Usage Report capabilities let you track your hedges and keep tabs on the funds you are using to maintain your strategies.