Responsible Investment

Now is the time to take action. 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
February 28, 2024
March 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
Responsible Investment
November 27, 2023

What to look for at COP28

The UN’s annual climate conference meets in the United Arab Emirates November 30-December 12. Here’s what we’re watching.

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 Sustainable Opportunities Global Equity Fund

Active equity mutual fund

Selects an active, high conviction portfolio of global equities based on a responsible investing approach.

BMO Sustainable Opportunities Canadian Equity Fund

Active equity mutual fund
Selects an active, high conviction portfolio of Canadian equities based on a responsible investing 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

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. 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.

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.

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.

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.

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

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.