Launched in 2015, the BMO Sustainable Opportunities Global Equity fund aims to provide capital growth while driving positive change by focusing on companies whose products and services are directly alleviating long-term sustainability challenges.
While we are encouraged by the rising interest in ESG investing, there must be more scrutiny on funds purporting to invest in this way. As with all our ESG-focused offerings, we orientate investment decisions around our Avoid, Invest, Improve philosophy: excluding companies perceived harmful to people and the planet; investing in market leaders within several megatrends; and engaging companies to improve management of ESG issues.
Our process for assessing the sustainability A.I.M. of products and services enables us to critically analyse the true sustainability of a company: looking at the additionality and innovation provided to the market, the intentionality with which the company is prioritising these issues, and the materiality that ESG opportunities mean for the business.
To monitor and measure the impact of our investments, we publish an impact report annually to provide analysis on how the products and services provided by the companies within the portfolio align with the sustainable development goals (SDGs) – both positively and negatively; key portfolio impact metrics on carbon, water and gender; and a summary of our engagement, and how this aligned with the SDGs.
Our 16-person Global Equities team is responsible for day-to-day stock picking and portfolio management. They work in tandem with our award-winning Responsible Investment team – 21 sustainability experts with 275 years’ experience – to ensure ESG-related factors are hardwired into our analysis and engagement.