Responsible Investment

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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.

See our voting records here.

Team

21 professionals

in our Responsible investment team

Rated

A+ Rated

by UN Principles for Responsible Investment, and founding signatory

Awards

1984

Launched Europe's first social and environmentally screened fund

Newsletter

760

companies engaged with in 2020

Globe

£8.3bn

assets managed in responsible funds and mandates as at 31 December 2020

Influencing for good

In a year engulfed by a global pandemic, our commitment to responsible investing remained as clear as ever. Watch our video about our Responsible Investment 2020 Review to discover more.

 

Meet the Responsible Investment team

 
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“People are understanding that what they do with their savings, with their pension money, is not disconnected from the real world. Their money means something and they want it to reflect their values and concerns.”

Alice Evans, Co-head, Responsible Investment team

Awards

Winner in best sustainable and esg equity fund - awards 2020
Award 2020 for best sustainable and esg investment
Label of Sustainable Investment Awards 2020 for ESG research of the year
Winner in esg investing - awards 2020
Label of Sustainable & ESG investment awards 2019 for best ESG/SRI/Impact Researcg Team
Winner in best esg investment fund - awards 2019
Label of Sustainable and ESG investment awards 2018 in best ESG Research Team category
Label of Sustainable Investment Awards 2020 for ESG research of the year

Responsible Investment Insights

Responsible Investment
People hiking in the mountains
3 min read
April 2022

Principles for carbon offsetting

Many net zero commitments made by companies either implicitly or explicitly rely on carbon ‘offsetting’. We outline our principles on when companies should use carbon offsets and explore our engagement with businesses, especially in high impact sectors.
Global Equities
Woman holding cellphone
8 min read
April 2022

The digitalisation of everything

Our daily lives are becoming increasingly digitalised. Read our perspective on the opportunities and challenges this profound shift presents to businesses and some of the companies well placed to benefit.
Responsible Investment
Kyiv city view
3 min read
March 2022

Russia’s war on Ukraine

Being an Active Owner in times of conflict. How and why we’re engaging with companies with exposure to Russia and Ukraine.
Responsible Investment
Man walking in the forest
2 min read
March 2022

Nature as an ally: tackling the climate-nature nexus

We explore how nature can be a powerful ally in the fight against climate change.
Responsible Investment
Coal power station
4 min read
March 2022

Future proofing – Indian companies addressing the climate challenge

India’s committed to net zero by 2070. We examine how businesses are adapting their practices, explore progress made and highlight the role we play as investors in tackling climate change through allocation of capital and engagement.
Global Equities
Fisherman
4 min read
March 2022

Investing with impact in mind – 3 years of our SDG Engagement Global Equity Strategy

Using the SDGs as a roadmap to a better future and a framework for investing with a view to delivering positive impact alongside financial returns.