Why BMO for Responsible Investing?
ESG that’s not just box-ticking
Our responsible investment capability, founded over 35 years ago, sits at the heart of our business and is integral to our purpose of boldly growing the good. As a global asset manager, we have the power and passion to be a positive influence for our clients – not just with carefully selected investments, but with the insights and expertise that helps champion clients’ causes.
We’ve spent time building our responsible investment capability, which is now one of the largest and best resourced in the world with over 275 years of collective experience. We offer one of the broadest ranges of solutions and have developed sophisticated processes that combine active ownership and superior security selection to inform better investment decisions and drive meaningful change in the companies we invest in.
As the world changes, we believe we’re the right partner to help our clients wherever they are on their journey.
Our responsible investment capability, founded over 35 years ago, sits at the heart of our business and is integral to our purpose of boldly growing the good. As a global asset manager, we have the power and passion to be a positive influence for our clients.
We offer one of the broadest ranges of solutions and have developed sophisticated processes that combine active ownership and superior security selection to inform better investment decisions and drive meaningful change in the companies we invest in.
An influential investor
20+ years of driving positive change through ESG engagement
Sustainability experts
Over 20 ESG specialists plus an independent Advisory Council to inform our investment decisions
£6.3bn AUM in Responsible products1
A fund range spanning geographies and asset classes, built around our Avoid, Invest, Improve philosophy
Committed to more than just performance
Measuring the impact of our investments against the UN Sustainable Development Goals
A leading voice in a vital conversation
Top-tier research and insight to influence positive change
Our Responsible Investment Advisory Council (RIAC)
Five independent sustainability experts, as well as one internal BMO GAM member, help inform how our Responsible products are run by providing advice on ethical and sustainability criteria. Their insights feed into our broader responsible investment activities.
Let's talk about risk
All of our funds involve a level of risk and the value of your investments can go down as well as up. The level of risk will depend upon the underlying investments in those funds. You need to be comfortable that you may not get back the original amount invested. Past performance should not be seen as an indication of future performance.
Useful Documents
- Responsible Investment Capability Brochure
- Consumer Guide to Responsible Investing
- Responsible Investment Approach - Policy Document
- Responsible Investment Strategies - Summary Criteria
- PRI 2020 Public Transparency Report
- PRI 2020 Assessment Results
- Corporate Governance Guidelines - CGG 2020
- Stewardship Report
- The UK Stewardship Code - Policy Document
- Conflicts of Interest Policy - Active Ownership
- Expectations for Social Policies
- Responsible Investment - A glossary of terms
- Contributing to Climate Action
- Responsible Investment Advice Integration - BMO Support Proposition
- Responsible Investment Conference 2021
- Net Zero Methodology Paper
Useful Documents
- Responsible Investment Capability Brochure
- Consumer Guide to Responsible Investing
- Responsible Investment Approach - Policy Document
- Responsible Investment Strategies - Summary Criteria
- PRI 2020 Public Transparency Report
- PRI 2020 Assessment Results
- Corporate Governance Guidelines - CGG 2020
- Stewardship Report - Q1 2021
- The UK Stewardship Code - Policy Document
- Conflicts of Interest Policy - Active Ownership
- Expectations for Social Policies
- Responsible Investment - A glossary of terms
- Contributing to Climate Action
- Responsible Investment Advice Integration - BMO Support Proposition
- Responsible Investment Conference 2021
- Net Zero Methodology Paper
The importance of engagement
Responsible Investment 2020 Review
Responsible Engagement Overlay reo® Service
Access our full suite of stewardship expertise and gain greater influence to effect positive change by joining one single, powerful voice.
Impact Reports
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BMO Adviser Edge
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Looking for structured CPD?
BMO Adviser Edge
Access professional support focusing on financial planning, investment and practice management. Create an account to access structured CPD content and log your CPD hours.