Responsible about investment

At BMO we invest with a purpose – to boldly grow the good.

Responsible investment runs deep

It is fundamentally integrated into how we seek opportunity, manage risk and operate.

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Leading thinkers

We are thought leaders with a Responsible Investment team that is one of the largest and most experienced in the industry. The team’s specialist expertise, research and insights reach further than our direct investment activities and form a leading voice for positive investing across our industry and beyond.

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Hardwired into our processes

Together with input from our Responsible Investment team, our active investment teams all consider material ESG issues when making security selection decisions. ESG factors are systematically integrated into our investment processes with a view to reducing risk and improving returns over the long term.

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We’re active owners

Our approach to active ownership focuses on considered engagement and thoughtful voting, and is one of the main ways we seek to improve standards of behavior around ESG factors in the companies we invest in. We always exercise our proxy votes to influence positive change in how firms do business.

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Product innovators

We offer an evolving range of Responsible products. Since launching Europe’s first ethical pooled strategy in 1984, we’ve continued to create award-winning ranges drawing on our Exclusion-based, Sustainability-focused or Impact-orientated components. We also provide an engagement and voting overlay service reo®.

A+ rated

United Nations Principles for Responsible Investment (Strategy and Governance) & founding signatory

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of ESG solutions

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of engagement


companies engaged in 2020


engagements in 2020


Positive changes achieved in 2020

The UNPRI assessment methodology is available at:

BMO Global Asset Management’s full Transparency Report is available from

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. Positive changes achieved are not a guarantee of future performance.


Capabilities that count

Three areas form the backbone of our investment capabilities: Equity, Fixed Income and Alternatives. We offer specialist strategies within each of these areas, but they also come together globally to support our growing range of innovative Multi-Asset Solutions, designed for today’s investors.

Above all, whatever the solution or strategy, at BMO Global Asset Management, Responsible Investment runs deep and lies at the core of our approach – and underpins everything we do.

BMO Investment Capabilities Five Core Capabilities
BMO Investment Capabilities Stack

Watch our video to learn more about our investment proposition.

CSR commitments


For a sustainable future

Mobilising $400 billion for sustainable finance by 2025


For a thriving economy

Doubling support for small businesses and for women entrepreneurs


For an inclusive society

Reducing barriers for an inclusive society to inclusion for employees, customers and stakeholders partnering with BMO

CSR Global Initiatives

Since our parent company BMO Financial Group opened its doors in 1817, we’ve strived to raise hope and give back to the communities around us. Our promise ‘we’re here to help’ applies beyond our clients to the wider world. Social responsibility is inextricably linked to our purpose as an organisation; we’re driven to lead positive change and endeavour to be creative in our approach.

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The Employee Giving Campaign is an annual initiative open to all employees across North America and expat employees working in our North American divisions, offering them the opportunity to donate to a registered non-profit organisation of their choice.

Every June, thousands of employees donate their time to BMO Volunteer Day, supporting a wide range of local charities. The campaign extended to employees in the UK and Ireland for the first time in 2018.

As part of a BMO global initiative, we support Ronald McDonald House Charities, fundraising and volunteering to help provide a place for families to call home while their child is cared for in hospital.

Thought Leadership

We are thought leaders with a Responsible Investment team that is one of the largest and most experienced in the industry. The team’s specialist expertise, research and insights reach further than our direct investment activities and form a leading voice for positive investing across our industry and beyond.
Responsible Investment
Man and child playing by the river
5 min read
September 2021

Responsible investing comes of age

Sustainability is now a mainstream investment consideration – explore the key drivers and discover the issues that remain.
Global Equities
People collecting plastic waste on the beach.
3 min read
September 2021

How can investors tackle plastic pollution?

Discover the role investors can play in tackling plastic pollution.
Global Equities
Diver diving in the ocean looking down and fishes
4 min read
September 2021

Investing in our blue planet

The world’s oceans are in crisis, and investors have a critical role to play in resolving this
Responsible Investment
Woman presenting to an audience
3 min read
September 2021

ESG knowledge shared: September 2021

Keep up to date with responsible investing through our monthly roundup of highlights – articles we’re reading, podcasts we’re enjoying, useful videos and more.
Global Equities
Office skyline green city
7 min read
August 2021

Rethinking finance: enabling sustainable development

Discover the finance sector’s role in driving innovation and the transition to sustainability.
Responsible Investment
Wind blowing pollution from a coal burning power plant
3 min read
August 2021

The road to COP26

Principles for Responsible Investment CEO Fiona Reynolds discusses the role of finance in reaching net zero emissions.
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialised investment management firms.
®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.
This content is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.