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

Trophy

Industry Recognition

2023 Awards
  • Institutional Connect Climate Change Partner Award1
  • Received FundGrade A+® Awards for the BMO MSCI Global ESG Leaders Index ETF (ESGG) and the BMO Sustainable Global Multi-Sector Bond Fund2

Stewardship

6,527
Company meetings voted3

Climate Action

100

Climate-action related milestones achieved4

Social Equality

678

Social equality-focused engagements5

Latest Insights

windmills
windmills
Responsible Investment
September 24, 2024

AI’s Exponential Energy Boom: Can Clean Energy Keep Up?

What challenges and opportunities does the AI boom prompt for countries, Big Tech, and investors to meet global climate goals?
Responsible Investment
June 12, 2024

Cybersecurity’s growing importance: what investors need to know

As the world grows more connected, investors might be overlooking cybersecurity and data security risks in various industries.
Responsible Investment
June 6, 2024

Five key takeaways from our 2023 Responsible Investment Annual Report

A roundup of major world events, ESG initiatives and regulatory developments that transpired during 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 Read more about the award criteria and methodology here.

2 Read more about the award methodology here.

3 This includes meetings voted on behalf of BMO GAM by a Responsible Engagement Overlay (reo®), a third-party engagement and proxy voting service for the period January through December 2023

4 A milestone is considered when a company makes tangible improvements in its policies and practices that align with our engagement and proxy voting activities. This includes engagements conducted on behalf of BMO GAM by reo® for the period January through December 2023

5 This includes engagements conducted on behalf of BMO GAM by reo® for the period January through December 2023

Commissions, management fees and expenses (if applicable) may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts, ETF Facts or prospectus of the relevant mutual fund or ETF before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in BMO Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF .

BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

 

BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal.

 

BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal.