Responsible Investment

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®.

46

countries where we engaged with companies in 2018

10,600

number of votes cast in 2018

665

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

  • 2019 Principles for Responsible Investment A+ rated
  • PRI’s mission: “We believe that an economically efficient, sustainable global financial system is a necessity for long-term value creation. Such a system will reward long-term, responsible investment and benefit the environment and society as a whole.”

Our approach is an active one. We contribute to public policy development and engage with companies on ESG matters. And we express our views and perspectives through voting and thought leadership as well as working to ensure that ESG analysis is integrated across our broader investment processes.

Responsible Investment Team - BMO Global Asset Management Canada

Responsible Investing – ESG Policy Statement

At BMO Global Asset Management, portfolio investment decisions are always made in the best interests of our clients. Supporting these investment decisions is the belief that prudent management of environmental, social and governance (ESG) issues can have an important impact on the creation of long-term investor value. Companies that successfully manage their ESG risks, and proactively follow ESG best practices, may experience risk-adjusted outperformance over the longer-term.

Material ESG considerations are integrated into our overall investment process. Our research analysts and portfolio managers follow a process that considers the potential impact of ESG issues related to investments in our internally managed portfolios, and we seek partners that do the same. This analysis informs our asset allocation, stock selection, portfolio construction, shareholder engagement and voting.

This approach does not apply to non-discretionary accounts where clients make their own investment choices or investments where we replicate an index.

Risk Disclaimer

For professional/regulated qualified investors only. Past performance should not be seen as an indication of future performance. The value of investments and income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

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