ESGY - BMO MSCI USA ESG Leaders Index ETF

Portfolio Strategy

The BMO MSCI USA ESG Leaders Index ETF (ESGY) has been designed to replicate, to the extent possible, the performance of the MSCI USA ESG Leaders Index, net of expenses. The ETF invests in U.S. companies that have higher MSCI ESG ratings than their peers. The ETF invests in and holds the Constituent Securities of the Index in the same proportion as they are reflected in the Index.

Benchmark Info

The MSCI USA ESG Leaders Index is based on the MSCI USA Index, which includes large and mid-capitalization stocks across the U.S. The Index aims to capture the performance of securities that have been assigned higher ESG ratings by MSCI relative to their peers and targets 50% of the market capitalization within each sector. The Index excludes securities of companies that earn significant revenues from tobacco, alcohol, gambling, conventional weapons and civilian firearms, any controversial weapons, significant generation of nuclear power as well as companies involved in severe business controversies. The portfolio is weighted by market capitalization and is re-balanced quarterly.

Benefits

  • Designed for investors looking for growth solutions
  • Designed for investors looking to align socially responsible values with their investments using a best-in-class approach
  • Exposure to diversified U.S. equities
  • Benefits from local currency appreciation
  • Professionally managed by BMO Global Asset Management

Full details: ESGY - BMO MSCI USA ESG Leaders Index ETF

Latest insights

Multi-Asset
Woman wearing a protective mask getting vaccinated
August 2021

August Monthly MAST Commentary: Delta not Enough to End the Winning Streak for Global Equities

Economic normalization has made substantial progress in North America when looking at economic activity as there remains very few restrictions on the economy.
Multi-Asset
Men at office doing presentation for team
July 2021

July Monthly MAST Commentary: Falling Macro Uncertainty Lifts Global Equities

With expectations for strong growth building up in recent months, macro uncertainty and investors’ fear about the S&P 500 have normalized to near pre-COVID-19 levels.
Multi-Asset
Busy UK high street
June 2021

June Monthly MAST Commentary: From Recovery to Expansion

Supply shortages are fueling inflation fears, but with global trade thriving, we think supply shortages are mostly driven by the consumption binge of U.S. consumers.
Graphs of the globe
June 2021

Transitory or sustained inflation?

That is the question that continues to dominate markets.
Multi-Asset
Focused woman working from home
June 2021

Positioning for Peak Growth and High Inflation

Two concerns are top of mind for investors: inflation overheating and peak economic growth.
Multi-Asset
Business analyst looking at four computer screens
May 2021

New highs for S&P 500: Don’t be afraid of heights

As the global economy emerges from the pandemic, central banks are starting to reduce emergency stimulus.