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

6,441

Company meetings voted2
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Climate Action

111

Climate Action-related milestones achieved2,3

Collaboration icon

Social Equality

734

Social Equality-focused engagements2

Latest Insights

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.
Equities, Investing, Responsible Investment
November 9, 2023
December 2023

Getting to Net Zero Requires Action on Indigenous Reconciliation

Canadian investors must proactively encourage industry policies and practices that deepen historical understanding, honour Indigenous rights and ensure equitable distribution of economic gains.
Responsible Investment, Social Equity
September 27, 2023

Reconciliation, Reflection and Action

We reflect on National Day for Truth and Reconciliation and express our commitment to year-round reconciliation action.

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

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 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.

 

3A milestone is considered when a company makes tangible improvements in its policies and practices that align with our engagement and proxy voting activities.

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
Co-CEO, BMO Global Asset Management