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
Training

Stewardship

5,260
Company meetings voted2
global icon

Climate Action

84%
Of shareholder proposals supported2
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Social Equality

729
Social Equality-focused engagements2

Latest Insights

Top view of the forest and construction site with three trucks
Top view of the forest and construction site with three trucks
Climate, Responsible Investment
May 29, 2023

Seeing the Forest through the Trees – How Investors Can Assess Biodiversity Risk

How investors can leverage tools and frameworks to assess their biodiversity-related risk exposure
Hand Coin tree. The tree grows on the pile. Saving money for the future. Investment Ideas and Business Growth
Hand Coin tree. The tree grows on the pile. Saving money for the future. Investment Ideas and Business Growth
Climate, Responsible Investment
May 3, 2023
May 2023

Why Climate Action Matters for Investors

The risks—and opportunities—of the transition to a net-zero emissions economy.
field of the sunflowers
field of the sunflowers
Climate, Responsible Investment
April 20, 2023

Assuring Earth – How mandatory climate disclosure moves us closer to a sustainable future

Mandatory climate disclosure will provide investors with complete, comparable, contextual, and credible data.

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 funds

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

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.

 

2This includes voting activity and engagement conducted on behalf of BMO GAM by the Responsible Engagement Overlay (reo) service offered by former colleagues at BMO GAM EMEA, now part of Columbia Threadneedle, in the period of November and December 2021

Shaping investing for a changing world
Our Responsible Investment 2022 Annual Report highlights the work we’ve done to achieve positive outcomes for our clients.

916, 1205, 10315, 10316, 21144, 10725, 19966, 21140

The need to invest responsibly has never been greater. Over the next decade, our focus will continue to be on driving real world outcomes from meaningful climate action to advocating for social equality.

Kristi Mitchem profile photo
Kristi Mitchem
Co-CEO, BMO Global Asset Management