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About the Lab

Please be advised that from Monday July 22nd, 2024, the BMO Financial Group Finance Research and Trading Lab will be closed due to a planned renovation to its media walls.  The Lab’s physical space and terminals will be unavailable during this multi-week project.  Please refer to the Finance Lab Resources page for a current list of available online datasets. 


A Bloomberg terminal located in the Milt Harris Library, on the 5th floor of the south building, can be used within the library’s business hours during this renovation period.  Supplemental Finance Lab terminals are also located in Room 3002 (FOB access only).

Welcome to the BMO Financial Group Finance Research and Trading Lab (BMO FRT-Lab) at the Joseph L. Rotman School of Management. Our multi-function laboratory integrates theory and practice by providing a focal point for research and training in a range of financial disciplines including investment strategy and portfolio management, financial engineering and risk management, analyses of the microstructure of markets and trading, as well as other financial decision-making disciplines.

The Financial Research and Trading Lab (FRT-Lab) was founded by Professor Tom McCurdy, funded by a grant from the Ontario Research and Development Challenge Fund (ORDCF), and opened in 1999. In 2013, thanks to the financial support of the BMO Financial Group, the FRT-Lab was renamed the BMO Financial Group Finance Research and Trading Lab (BMO FRT-Lab) and moved to a new location in a newly renovated and larger space. This high-tech facility enables students, faculty, and staff to interact with the global financial community and its resources in a real-time setting.

The Lab has 71 stations with ultrawide monitors and two media/data walls. The stations provide access to our research data delivery portals and real-time market data and information feeds. Training is enhanced by providing access to worldwide information on fundamentals, research, news, and prices, as well as by using industry applications and custom simulation-based-learning applications. This allows students to practice implementing the material they are learning in the classroom. To access information on some of our current FRT-Lab resources, please visit this link.

The Lab Mandate

Focal Point for Research and Training: The Lab serves as a dynamic hub for research and training across a wide range of financial disciplines. Whether delving into investment strategy and portfolio management, mastering financial engineering and risk management, or exploring trading and market microstructure analysis, the Lab provides the resources and environment to deepen your expertise and practical skills.

Integration of Theory and Practice: The Lab aims to seamlessly blend theoretical knowledge with practical application. By offering hands-on experiences, the Lab enhances your learning and positions you at the forefront of the financial industry. This approach not only boosts your global competitiveness but also prepares you to tackle real-world financial challenges with confidence and insight.

Innovation in Curriculum Development: As a leader in educational innovation, the Lab continually develops cutting-edge curricula, business initiatives, and software tools. These advancements benefit both the Rotman School and the broader academic and business community, ensuring that students and partners remain ahead of industry trends and technological advancements.

Enhancement of Teaching and Training: The Lab significantly enriches the Rotman School's educational offerings. By providing students with real-time access to the global financial community and its resources, the Lab creates a vibrant learning environment where theoretical concepts come to life. This real-world interaction equips you with the knowledge and skills necessary to excel in the competitive financial sector.

Vision Statement

To be a leading global center of excellence in financial Research and education, where students, faculty, and industry professionals collaborate to push the boundaries of knowledge, innovation, and practical application in the financial sector. 

Mission Statement

The BMO Financial Group Finance Research and Trading Lab (BMO FRT-Lab) at the Joseph L. Rotman School of Management is dedicated to providing a cutting-edge, inclusive environment that bridges theory and practice. Our mission is to enhance the learning journey and research capabilities of our students and faculty by offering state-of-the-art resources, real-time market data, and hands-on training. By fostering innovation, developing new curricula, and contributing to the global financial community, the Lab equips students with the skills and knowledge to excel in a rapidly evolving industry.

Lab Assistants Alumni

2024 – 2023

Brandon Chen

Shaswata Chowdury

Matthew DeMarinis

Bonnie Ding

Aryan Goel

Aishwarya Gupta

Izora Kayumova

Dhairya Khara

Christina Lin

Sophia Lou

Ruben Navasardyan

Edward Papiev

Prithvi Thapar

Suki Wang

Simon Xin

Estella Xu

Joyce Xue

Amy Zhang

2023 – 2022

Amy Zhang

Aryan Goel 

Aviral Bhardwaj
Brandon Chen
Joyce Xue
Christina Lin
Crystal Zhang
Dhairya Khara
Suki Wang
Victor Xiao
Simon Xin
Prithvi Thapar
Ruben Navasardyan
Shaswata Chowdhury
Jeremy Jiang
Justin Xu
Sophia Lou

2022 – 2021

Cindy Li
Edward Shen
Emily Wen
Eric Zhang
Ivanna Lytovchenko
Jason Mao
Joey Poh
Joshua Hur
Kamil Mansoori
Lisa Wu
Petra Torovic
Shahriyar Habib
Sofija Kotarac

2021 – 2020

Anh Nguyen
Jenny Zhang
Cheryl Zhang
Mike Hambardzumyan
Janki Shah
Angela Fu
William Rodgers
Christopher Lor
Ralph Kerrebijn
Danny Huh

2020 – 2019

Judson Asiruwa
Jack Chen
Chelsea Chen
Rebecca Kay
Jinhyung Kwon
Mary Li
Jacky Liu
Saarah Sheikh
Tony Tsai
Milliene Xu
Diana Zhang

2019 – 2018

Billy Sun
Zena Xing

2018 -2017

Mansour Dia
Cavelle Van Nest
Annie Sun
Jessica Leung
Tianquan Wang
Tony Ye

2017 – 2016

Sergey Sapel’Nyk
Laura Murphy
Amanda Wildi
Filip Pejic
Tony Guo
Edward Xiao
Crystal Lou
Iven Poon

2016 – 2015

Tony Ding
Paige Franzoi
Michael Mazza
Jeremy Chiu
Roman Bohulevych
Linpan Li
Steven He

2015 – 2014

Annie Du
Catherine Qian
Esther Li
Janice Cha
Kirtpal Khattra
Rae Kim

2014 – 2013

Vincent Wang
Megan Jiang
Radhika Karker
Wallace Chau
Dottie Omino
Charles Liu
David Allen

2013 – 2012

Nina Baktina
Carrie Guo
Olivia Li
Richard Li
Ruijiang Ma
Violeta Peczulis
Matthew Tang

2012 – 2011

Brittney Franzoi
Steve El-Hage
Kiana Xu
Tony Chuang
Dawoon Chung
Junwei Huo

2011 – 2010

Richard Gao
Jasper Chan
Angel Liang
Tian Shen
Kimberley Ling
Jack Zhu
Mamoun Toukan
Aaron Ma
Richard Li
Winter Li
Sherry Xu

2010 – 2009

Paul Xing
Gary Liang
Eric Tsui
Michael Gorev
Evan Koetsenruijter
Shabnam Mohsenzadeh
Salman Razzak
Eric Chiu
Han Lin

2009 – 2008

William Ma
Jesse Chen
Chelsey Tam

2008 – 2007

Dmitri Izmailov
Yiyi Yang
Emily Shi
Ali Akber Kanchwala
Armana Hossain
Min Teo

2007 – 2006

Henry Zhang
Bryce Cheung
Mazen Issa
Diana Potapenko
Haswin Utomo

2006 – 2005

Ian Kim
Babak Golpayegani
Klara Gotz
Li Dai
Calvin Liang
Yanrong Cao

2005 – 2004

Huan Liu
Jing Feng
David Dai
Sophia Zhang
Annie Theriault
Bill Bobey

2004 – 2003

Nick Lee
Charles Williams
Mike Larkin

2003 – 2002

Collin Chu
Mavis Chen