Now is the time to take action
Join us in our journey to engage, activate and advance investing in support of a sustainable future.
A recap of our 2022 proxy voting in Canada
What to look for at COP27
Learning from the past to inform our future
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.
Rosa van den Beemt
Rosa leads BMO GAM’s Stewardship approach, such as engagement with investee companies, proxy voting and public policy advocacy on ESG topics to create positive long-term change on behalf of end clients. She actively represents BMO GAM at industry collaborations and memberships, including on the Advisory Council of the Investor Alliance for Human Rights, the Environmental & Social Committee of the Canadian Coalition for Good Governance, the Steering Committee of Climate Engagement Canada and the Leadership Council of the Responsible Investment Association. Prior to BMO GAM, Rosa worked at NEI Investments where she led their proxy voting program and various corporate engagement initiatives. With approximately 10 years in the responsible investment space, Rosa has extensive experience in North American corporate governance, human rights and investments, and engaging public issuers’ management and board members on ESG. She holds a BA in Political Science and an MSc in International Development Studies from the University of Amsterdam.
Nalini Feuilloley is Head of the Responsible Investment (RI) team at BMO Global Asset Management, responsible for RI strategy and oversight of ESG integration, stewardship, and thought leadership. Nalini previously served as Head of Canada of the UN-supported Principles for Responsible Investment (PRI), where she managed the Canadian base of institutional clients and educated the broader investment community on ESG issues and integration strategies. Prior to this, Nalini covered pension funds, endowments and foundations at BlackRock Canada, where she championed the firm’s Responsible Investment initiatives locally. She has also held positions in the UK, with Roubini Global Economics and the Gerson Lehrman Group, both alternative investment research firms supporting the buy-side. Nalini began her career with Accenture, consulting with clients in the Technology, Media and Telecom sector.
Daniel is responsible for key stakeholder management and content production, and focuses on ESG research, thought leadership and supporting our wider ESG strategy work across our business. Prior to joining the BMO GAM Responsible Investment team, Daniel worked on GAM’s Multi-Asset desk, where he was involved in investment strategy, portfolio strategy, portfolio management support and research. After two summer internships with BMO, Daniel joined BMO Wealth Management full-time in 2016 as a Rotational Associate, where he rotated across various lines of business, including Nesbitt Burn’s retail trading floor, Wealth Management’s HQ Strategy team and GAM’s Quantitative Equity, ETF and Multi-Asset desks. Daniel holds an Honours Bachelor of Commerce from the University of Ottawa.
Sarah Morris Lang, MBA
As the lead for social equality related stewardship activities for BMO GAM’s Responsible Investment team Sarah collaborates with internal and external stakeholders to develop strategies to promote systems change in support of more equitable outcomes. She also conducts key topic related engagement activities, provides thought leadership, and develops due diligence frameworks for investment teams. Before joining BMO GAM, Sarah was a frontline child welfare worker in the Greater Toronto Area for 15 years where she often partnered with economically and socially marginalized communities to improve outcomes for children and youth. Sarah also has experience providing refugee sponsorship and settlement support and communications and advocacy to help advance the socio-economic interests of First Nations in Northern Ontario and across Canada. Sarah has undergraduate degrees in the humanities and applied arts broadcasting, a Masters in Social Work, and a Masters in Business Administration.
Graham Takata is the Director of Climate Change for the Responsible Investment team, leading BMO GAM’s Climate Action and Net Zero RI strategy. Prior to BMO, Graham worked in both technical and climate advisory roles, leading some of Canada’s first carbon-financed projects, net zero green building strategies, and ESG benchmarking for real estate investors and asset managers. He has worked across multiple sectors including health care, energy, automotive, and large industry on carbon reduction and broader ESG initiatives; and has supported various levels of government on innovation, climate technology, and policy.
Elgin supports ESG integration across the different investment teams and asset classes at BMO GAM. Elgin joined BMO GAM from Act Analytics, an ESG analytics company he co-founded, which recently exited to a large financial data provider. Prior to that, he has worked at Connor, Clark & Lunn Investment Management where he was the quantitative equity product specialist, and at Guardian Capital as a quantitative analyst where he was responsible for the design and implementation of systematic investment strategies. Elgin holds a BSc in Computer Science from the University of Toronto.
As the Client Strategy Manager on BMO GAM’s Responsible Investment team, Danna is responsible for liaising with sales teams and their clients to represent BMO GAM’s RI approach/activities, the broader sustainable product platform, and to educate clients on various ESG topics. Danna joined BMO GAM from ESG service provider ISS, where she held various roles in client success and sales serving Canadian and U.S. institutional investors. Her previous experience included positions in investor relations, investment analytics consulting and fund valuation. Danna holds an MBA from Schulich School of Business at York University and is a CFA charterholder.
The viewpoints expressed by these individuals represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice.