Responsible Engagement Overlay (reo®) Service

Looking to create positive impact through your pool of assets?

As investors, our responsibility does not end when an investment is made. At BMO Global Asset Management, we are active owners, using considered engagement and thoughtful voting to drive positive change, reduce risk and enhance long term performance.

Our Responsible Engagement Overlay (reo®) service is widely sought by a global client base of investors including pension funds, insurers, asset managers, fiduciary managers, charities, family offices and discretionary managers.

These clients trust our award winning reo® service to engage investee companies on ESG issues and sustainability risks and opportunities related to investments. Like all our activity, reo® is aligned to the UN Sustainable Development Goals, enabling clients to measure the impact of their investments and ultimately drive towards a better future for us all.

Through reo® clients can access the full suite of stewardship expertise including research, screening, engagement and proxy voting. This service ensures clients enjoy greater influence to effect positive change by pooling assets to create one single, powerful voice. reo® provides global cross-sector coverage across the market cap spectrum and systematic analysis of ESG risks in client portfolios to inform engagement priorities.

Like all our activity, reo® is aligned to the UN Sustainable Development Goals, enabling clients to measure the impact of their investments and ultimately drive towards a better future for us all.

Through reo®, clients can access the full suite of stewardship expertise including research, screening, engagement and proxy voting. reo® provides global cross-sector coverage across the market cap spectrum and systematic analysis of ESG risks in client portfolios to inform engagement priorities.

£474.13bn

total assets under engagement1

20+ years’ experience

of influencing positive change

4,106

recorded instances of positive change since 20002

£474.13bn

total assets under engagement1

20+

years’ experience of influencing positive change

4,106

recorded instances of positive change since 20002

As at 30 June 2021

Milestones recorded in ESG practices as at 31 December 2020

BMO Global Asset Management’s voting, engagement and public policy work is conducted independently of the wider BMO Financial Group. Positions taken by BMO Global Asset Management may not be representative of the views of the BMO Financial Group as a whole or of the other lines of business within it.

Responsible Engagement Overlay (reo®) Service

Learn how our reo® Service can help you drive real, positive change

 

Responsible Investment 2020 Review

In 2020 we continued to drive positive change and focus on our communication and partnership with companies to achieve our ambitious goals.

We are innovators with a focus on the future

ESG Investing Awards 2021 - Winners logo
Winner in esg investing - awards 2020
Label of Sustainable Investment Awards 2020 for ESG research of the year
2019 winner ESG reporting by an asset or fund Sustainable Investemnt awards
Winner in best sustainable and esg equity fund - awards 2020
Sustainable & esg investment awards
Label of Sustainable and ESG investment awards 2018 in best ESG Research Team category

Why BMO for Responsible Investing

Learn how BMO has been a driving force in responsible investing and how this has helped drive long-term results for clients.

Impact Reports

As responsible investors, we know that actions speak louder than words. That’s why we measure and disclose the impact our investments have on the world around us.

>BMO Global Asset Management’s voting, engagement and public policy work is conducted independently of the wider BMO Financial Group. Positions taken by BMO Global Asset Management may not be representative of the views of the BMO Financial Group as a whole or of the other lines of business within it.

Sign-up for responsible investing insights from BMO

The smartphone and mail icon

Contact Us

Want to know more about how we can help your clients invest responsibly?