Responsible Investment
BMO Global Asset Management’s heritage and commitment to ESG investing runs deep. We take our responsibility seriously and that includes considering the impact of our investments on society and the environment.
Over 35+ years we’ve developed a range that includes specialist ESG products, investment strategies with ESG integration and engagement incorporated, and our Responsible Engagement Overlay service, reo®.
Our approach is an active one. We contribute to public policy development and engage with companies on ESG matters. And we express our views and perspectives through voting and thought leadership as well as working to ensure that ESG analysis is integrated across our broader investment processes.
21 professionals
in our Responsible investment team
A+ Rated
by UN Principles for Responsible Investment, and founding signatory
1984
Launched Europe's first social and environmentally screened fund
760
companies engaged with in 2020
£8.3bn
assets managed in responsible funds and mandates as at 31 December 2020
Featured Responsible Investment Solutions
PRI Public Transparency Report
Key Documents
- KIIDs
- Factsheets
- Prospectuses
- Annual Reports and Accounts
- Impact Reports
- Stewardship Report 2020
- Expectations for Social Policies
- Stewardship Report
- Responsible Investment capability brochure
- Engagement policy
- Reo engagement policy
- Global exclusion policy – weapons
- Responsible Investment Conference 2021
