Engineered for Sustainability banner

Responsible Investment Leaders

We believe that responsible investment is a mindset: as asset managers, we have a privileged and trusted position as stewards of capital, which gives us both influence and responsibility.

BMO Global Asset Management’s heritage and commitment to ESG investing runs deep. We take our responsibility seriously and that includes considering the impact of our investments on society and the environment.

Over 30+ years we’ve developed a range that includes specialist ESG products, investment strategies with ESG integration and engagement incorporated, and our Responsible Engagement Overlay service, reo®.

  • Thought leadership – promoting and encouraging the development of responsible investment across the broader marketplace and industries
  • Leaders in active ownership – using our position as an asset owner to drive positive change through engagement and proxy voting
  • Leaders in integration – ensuring financially material ESG issues are considered within our active investment processes
  • Leaders in products – offering a range of ESG oriented investment solutions built around a clear sustainability philosophy
46

countries where we engaged with companies in 2018

10,600

number of votes cast in 2018

655

companies engaged on ESG issues in 2018

237

company improvement milestones achieved in 2018

12,500

companies in our engagement database

CA 5.5 bn

AUM in Responsible Funds as at 30 September 2019

A voice for Responsible Investment: View our memberships and affiliations

View our proxy voting records

New ESG ETFs to solve sustainable investment needs

We fuel your expertise with unique ESG products and integrated solutions that help clients seeking growth, income, and lower risk.  Solutions that complement your portfolio, and prove that investing sustainably doesn’t mean sacrificing performance.

Global Growth

  • All-in-one equity solution
  • Global diversification
  • Access to MSCI Leaders Index

Enhanced Income

  • Access to ESG Integration
  • Unique solution
  • Source of income

Lower Risk

  • All-in-one ESG solution
  • Balanced diversification
  • Unique asset allocation

ESG Mutual Funds

Latest insights on sustainability

No posts matching your criteria

Solutions for your other client needs

Engineered for Global Growth nav

Engineered for Lower Risk nav

Engineered for Enhanced Income nav

Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds 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.

The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.

BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from the Bank of Montreal. BMO Mutual Funds refers to certain mutual funds and/or series of mutual funds offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal.