The BMO Balanced ESG ETF (ZESG) is designed to provide moderate long-term capital appreciation and income by investing in global equity and fixed income ETFs. The ETF will rebalance quarterly to its strategic index asset allocation weights of 60% equity and 40% fixed income and will invest in broad indexed equity and fixed income ETFs. The equity and fixed income securities will be selected based on ESG ratings assigned by the index providers associated with the underlying ETFs. ZESG is a fund of fund; the management fees charged are reduced by those accrued in the underlying funds.
- Designed for investors looking for a growth and income solution
- Designed for investors looking to align socially responsible values with their investments using a best-in-class approach
- Exposure to a diversified portfolio of fixed income and equity BMO ETFs
- Index based asset allocation
- Professionally managed by BMO Global Asset Management
Full details: ZESG - BMO Balanced ESG ETF
Are the Bears Ready to Hibernate?
We’ve advocated for a balanced position as we waited for the bulls and bears to fight it out. Now, we can start seeing a slight advantage for the bears.
Readying for a Real Estate Rebound
Is the recent spike in bankruptcies a warning sign for equities?
Is It Game Over for the Greenback?
With tensions between North America and China rising, how should investors evaluate risk? Are we witnessing the end of the Greenback era of dominance in global finance?
Defense Wins Championships
How do Fed Chairman Powell’s recent remarks affect markets’ interest rate expectations? In the wake of First Republic’s collapse, how will markets respond to the PacWest crisis?
Why Climate Action Matters for Investors
The risks—and opportunities—of the transition to a net-zero emissions economy.
First Republic is Gone. Now What?
Does the collapse of First Republic Bank create broader risks for the banking sector? With earnings season underway, what does the profit picture look like?