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.

Weekly Commentary
Sadiq Adatia
10 minutes
March 2024

Will Bonds Ever Take Flight?

Why have fixed income returns disappointed, and what is the outlook for the rest of 2024? Are we likely to see some catch-up from names outside the Magnificent Seven?
Responsible Investment
10 minutes
February 2024

A “Just” AI Transformation

What do the AI transformation and energy transition have in common? Leaving no one behind in the AI transformation.
Weekly Commentary
Sadiq Adatia
10 minutes
February 2024

How Nvidia Became the New Apple

As Nvidia’s stock soars, is it time to take profits or are there further gains to be found? What does the inflation gap between the U.S. and Canada mean for interest rates?
Monthly House View
February 2024

The American Exception: How U.S. Markets Beat the Bears…Again

It was mixed news for markets, but it did provide the one thing we’ve been seeking for months: greater clarity
Commentary
February 2023

BMO ETF Portfolios’ February Commentary: Rate Cuts See Their Shadow

January’s slow start turned quickly into a continuation of the fourth quarter’s “everything rally” in the U.S., as earnings season delivered above average upside earnings surprises.
Commentary
10 minutes
February 2024

Commercial Real Estate Winter 2024 Market Update: Bricks, Clicks and the Pace of Change

Traditionally slow, commercial real estate now adapts faster to changing behaviors.
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