Responsible Investment​

Join us in our journey to engage, activate and advance investing for a sustainable future.

How we approach responsible investing at BMO GAM

ESG Integration

Five-Star Rating

*****

UN PRI 2021 5-star rating in the “direct-listed equity – active fundamental incorporation module” category1

Stewardship

6,441

Company meetings voted2

Climate Action

111

Climate Action-related milestones achieved2,3

Social Equality

734

Social Equality-focused engagements2

Latest Insights

Responsible Investment
March 7, 2024

Closing the 30% Gender Gap by 2030

Although long term prosperity depends on closing the gender gap, the world is not on track to achieve gender equality by 2030. What can investors do?
Responsible Investment
February 28, 2024

A “Just” AI Transformation

What do the AI transformation and energy transition have in common? Leaving no one behind in the AI transformation.
Responsible Investment
December 20, 2023

From Voluntary to Mandatory: Key developments in ESG regulation in 2023

A discussion of the significance and impact of the responsible investment industry’s most notable regulatory events of 2023

As part of our investment process, we recognize the importance of leaving no stone unturned when evaluating investment opportunities for our clients and fundamentally believe in the value of sustainability practices. We explore these considerations in some of our investment processes, particularly when developing ESG-oriented investment solutions.

Sadiq Adatia
Sadiq Adatia
Chief Investment Officer

Featured Investments

Environmental, social, and governance (ESG) factors measure the sustainability attributes of a company or industry’s business activities. More and more, we are understanding how these factors can have material implications for financial performance and investor returns. Investors are increasingly seeking out ESG investment options to both mitigate risk and generate opportunities. Following are a few BMO funds that can provide ESG investment opportunities to investors.

BMO Global Climate Transition Fund

Active equity mutual fund
This fund’s objective is to increase investment value over the long term by investing primarily in equity securities of companies from around the world that may focus on the global transition to a low carbon economy.

BMO Sustainable Opportunities Canadian Equity Fund

Active equity mutual fund

This fund’s objective is to achieve long-term capital appreciation by investing primarily in Canadian equity securities using a responsible investment approach.

ESGG - BMO MSCI Global ESG Leaders Index ETF

Passive equity ETF
Replicates the MSCI World ESG Leaders Index that includes equities with high ESG performance relative to their sector peers.

ESGY - BMO MSCI USA ESG Leaders Index ETF

Passive equity ETF

Replicates the MSCI USA ESG Leaders Index that includes equities with high ESG performance relative to their sector peers.

ZESG - BMO Balanced ESG ETF

Multi-asset passive ETF

Builds a 60/40 portfolio by selecting equity and fixed income ETFs based on a responsible investing approach.

BMO Sustainable Growth Portfolio

Multi-asset active mutual fund

Builds a 80/20 portfolio by selecting equity and fixed income ETFs and mutual funds based on a responsible investing approach.

There is no denying that ESG considerations are mainstream risks that are multi-faceted and pervasive throughout society. Our Responsible Investment strategy aims to mitigate these risks and capitalize on opportunities for investors, paving the way to a sustainable future for all.

Nalini Feuilloley profile photo
Nalini Feuilloley
Head of Responsible Investment

Footnotes


1 BMO Asset Management Inc., together with its affiliate BMO Investments Inc., as BMO Global Asset Management (BMO GAM), together with its former asset management affiliates in Europe, Asia and the United States, was awarded a 5-star rating in the 2021 Direct Listed Equity – Active Fundamental – Incorporation module by the United Nations Principles for Responsible Investment (UN PRI). The UN PRI is an investor initiative in partnership with UNEP Finance Initiative and UN Global Compact (see www.unpri.org). UN PRI does an independent assessment of all global signatories annually through an extensive questionnaire. Five stars is the highest rating from the UN PRI awarded in this module.


2 This also includes engagement activities conducted on behalf of BMO GAM by a third party responsible engagement overlay (reo®) service for the period January through December 2022.


3 A milestone is considered when a company makes tangible improvements in its policies and practices that align with our engagement and proxy voting activities.