Responsible Investing Policies & Approaches

Policy & Approach Documents

About BMO Global Asset Management's Responsible Investing Team

BMO Global Asset Management’s Responsible Investing team manages and develops the firm’s Responsible Investing (RI) thought leadership, publishing regular insights and deep dives on a variety of emerging environmental, social and governance (ESG) topics. The team collaborates with investment teams on emerging ESG developments, provides ongoing ESG integration support, employs a progressive approach to stewardship activities and oversees BMO Global Asset Management’s ESG initiatives and commitments to responsible investing.

Disclosures

The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

Responsible Investment
September 2023

Reconciliation, Reflection and Action

We reflect on National Day for Truth and Reconciliation and express our commitment to year-round reconciliation action.
Multi-Asset
September 2023

Sidestepping Cracks in Uncertain Markets

For the past several months, we’ve emphasized that the near-term economic outlook is relatively healthy, and that it’s not yet time to shift to a more defensive stance.
Weekly Commentary
10 minutes
September 2023

A Housing Head Fake

With inflation proving sticky in the U.S., are more rate hikes from the Fed in the cards? Will banks continue to be left behind as markets rally?
Weekly Commentary
10 minutes
September 2023

The ABCs of Alphabet’s Potential Breakup

Is the European Central Bank close to a rate-hiking pause? Could Alphabet be broken up by regulators, and what would that mean for Tech?
Weekly Commentary
10 minutes
September 2023

Will a September Selloff Lead to a December Rally?

What are the takeaways from the Bank of Canada’s latest interest rate decision? Should investors be expecting an autumn pullback in markets?
Weekly Commentary
10 minutes
September 2023

An Unusual Week: Jackson Hole and Q3 Bank Earnings

What did we learn from the Jackson Hole symposium?
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