• A Complete Investment Solution for Charities and Foundations

     At BMO Global Asset Management we have been investing on behalf of our Charity clients for over 30 years. 

    We understand that whilst financial markets may rise and fall, the demands from your Charitable mission are often constant. That is why we have formed a team dedicated to providing investment solutions for UK Charitable Institutions.    

    Is it time to review your investment portfolio?

    • Do your investments align with your Charitable mission?
    • Just how responsible are your investments?
    • Fees – how much do your investments really cost?
    • How up to date is your Statement of Investment Principle?

    We begin by understanding the needs of each specific Charity, then structure an appropriate investment solution to address those needs.

  • Understanding your investment challenges

     Investment goals - Capital growth, income generation, responsible or all of the above?  

     Fiduciary duty - Helping you with your investment responsibilities 

     Investment Governance solutions - Multi-asset solutions designed to address your investment governance challenges 

    Read our latest Investment Impact Report here


  • Past performance should not be seen as an indication of future performance. The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

     
  • Speak to a Specialist

    Paul Myles 90x90

    Paul Myles - Institutional Sales Director

     

    Call us: 020 7011 5235

  •  Our Responsible Investment Advisory Council  

      Justin Welby

    The most Reverend Justin Welby (President) 

     The Council gives valuable independent advice on issues such as ethics, screening and sustainability. It is presided over by The Most Reverend Justin Welby, the Archbishop of Canterbury and Howard Pearce, former Head of Fund Management at the Environment Agency Pension Fund as Chairman.

     

  • Read more about our Responsible fund range for charities

    Our philosophy for responsible investing is based on three pillars – Invest, Avoid and Improve.

    Our Responsible Funds offer customers a way to invest in shares and bonds of companies that adhere to certain values and standards, and are managed to provide capital growth and income. We do this by applying ethical and ESG principles to the selection of investments, having a robust approach to portfolio construction and management, and using our influence as shareholders to encourage more ethically, socially responsible and environmentally sustainable behaviour by companies.

    How do our ethical funds work?

    Each of our Responsible Funds is underpinned by a comprehensive process that employs the expertise and experience of three separate teams: 

    Investment management - our Responsible Funds are managed just like any of our mainstream portfolios with the exception that each company is screened against a set of ethical ESG criteria before we can invest in it. Our fund managers research individual companies and investment themes and are responsible for actively managing the portfolios in order to generate outperformance compared to a standard unscreened benchmark. 

    Governance & Sustainable Investment Team - we have one of the largest dedicated research teams of its kind in Europe, with extensive experience across a range of ESG issues and sectors. Responsibilities include: researching emerging ESG issues to help inform policy development, reviewing companies against the ethical criteria, voting at company meetings and engaging with companies, regulators and other stakeholders to improve corporate governance and corporate sustainability performance. 

    Responsible Investment Advisory Council - a six-strong independent Responsible Investment Advisory Council oversees the screening criteria within which the Funds are managed. The Council is made up of experts in a range of ethical and sustainability matters. 

    Range of Responsible Funds

    To find out more information on our responsible fund range click here

  • To find out more about our capabilities and how we approach Responsible Investing , click here