Leaders in Responsible Investment

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
A+ rated

United Nations Principles for Responsible Investment (Strategy and Governance) & founding signatory

30+ years

of ESG solutions

20+ years

of engagement

765

companies engaged in 2019

1,509

engagements in 2019

313

positive changes achieved in 2019

View our proxy voting records

Latest insights on sustainability

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August 2020

COVID-19 and climate change

An update on COVID-19’s impact on climate change.

July 2020

The ESG implications of COVID-19: Focus on food production

Here we explore the food-related challenges of the COVID-19 crisis, and the role for investor engagement.

June 2020

Modern slavery: Engagement update

In our last Viewpoint about modern slavery, we highlighted that as long-term investors, we encourage companies – particularly those in high-risk sectors – to identify and manage modern slavery risks.

May 2020

U.S. responsible investment regulatory update

Although we would agree that rigor needs to be applied to ESG investment funds to avoid “green-washing”, we are concerned that if regulations are impractical or inflexible then it could stifle product innovation to meet client needs.

April 2020

The meaty realities of food production

The growing global population is driving demand for protein, increasing the impact of the global food industry on workers and the environment.

March 2020

ESG implications of the COVID-19 pandemic

We are still in the early stages of understanding the impact that COVID-19 will have. However, some important implications are already emerging.

March 2020

Living wage in the retail sector

The way we shop has changed radically over the past decade. The growth of low-cost online retailers has put unprecedented pressure on the margins of high street stores.

March 2020

Gender diversity: A decade of progress, but it must continue

Companies should increase the level of diversity at the board, management and all levels of the organization to ensure that they draw on the richest possible combination of competencies, experience and outlooks.

February 2020

A new life for old coal power?

As part of our 2020 climate-related engagement, we will tackle coal as it is the most carbon-intensive fossil fuel.

February 2020

ESG ETFs: A New Toolkit for Retaining Next-Gen Assets

As perceptions flip, the question shifts from “Why Use ESG?” to “Why NOT?” 

February 2020

How to Proactively Integrate RI into Your Practice

Nalini Feuilloley tells advisors everything they need to know to successfully incorporate RI into their practice, including how to avoid greenwashing, and important issues to have on your radar now.

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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.