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.

Responsible Investment Insights

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July 2020

How to spot greenwashing and find a partner that fits

As RI quickly becomes best practice for institutions globally, it’s more important than ever to select credible, experienced investment partners that support your values.

July 2020

Sustainable Opportunities in a Post-Pandemic World

As the coronavirus pandemic reshapes markets and underlying economies, how should investors manage catastrophic risk with the need for upside growth?

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.

April 2020

BP sets a course for net zero

A major commitment to become a “net-zero operating” company by 2050 was unveiled by BP’s new CEO Bernard Looney.

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.

January 2020

Gender diversity: Are German companies keeping up?

It is a long way for the DAX30 companies to become the Diversity30.

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