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.
See our voting records here.
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
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
Alice Evans, Co-head, Responsible Investment team
Awards
Literature
- Our expectations on environmental practices
- Climate Change Approach
- Stewardship Report 2020
- Responsible Investment Approach
- Responsible Investment Strategies Summary Criteria
- Global Corporate Governance guidelines
- Stewardship Report
- Conflicts of Interest Policy - Active Ownership
- Meet the Responsible Investment Advisory Council
- Expectations for Social Policies
- Engagement policy
- Reo engagement policy
- Global exclusion policy – weapons
- Responsible Investment Conference 2021
- Responsible Investment Capability Brochure
Impact Reports
- BMO Responsible UK Income Fund - Impact Report - 2021
- BMO Responsible UK Equity Fund - Impact Report - 2021
- BMO Responsible Global Emerging Markets Equity Strategy - ESG Profile and Impact Report - 2021
- BMO Responsible Sterling Corporate Bond Fund - Impact Report - 2021
- BMO Responsible Global Equity Strategy - ESG Profile and Impact Report - 2021
- BMO Sustainable Opportunities Global Equity Strategy - ESG Profile and Impact Report - 2021
- BMO SDG Engagement Global Equity Fund - Impact Report - 2021
- BMO SDG Engagement Global Equity Fund - Active Ownership Summary - 2021
- BMO SDG Engagement Global Equity Fund - Engagement Progress Profiles - 2021
