Responsible Investing

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By considering long-term environmental, social, governance and ethical issues, we believe we are better placed to match our clients’ investment goals with what they value. For more than 30 years, our responsible investment approach has driven the creation of investment solutions and funds across sectors and geographies.

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“People are understanding that what they do with their savings, with their pension money, is not disconnected from the real world. Their money means something and they want it to reflect their values and concerns.”

Alice Evans, Co-head, Responsible Investment team

 
Top-performer

In-house expertise

Separate teams focus on sustainable screening and portfolio management with extensive research capabilities and risk management.

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Global coverage

Environmental, social & governance (ESG) analysis on hundreds of global companies to support Responsible Investment strategies.

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Engagement

Responsible engagement and voting program led by our in-house analysts.

Team

17

The number of professionals on our Responsible Investing team

Rated

A+

Our rating from the UN Principles for Responsible Investment for our overall strategy and governance

awards

1984

Launched Europe’s first social and environmentally screened fund

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675+

The number of companies we engaged with in 2017

Responsible Investment Insights

Global Equities
Woman wearing white face mask in public
August 2021

Diverging vaccination rates a concern for emerging markets

The recovery in emerging markets has taken a turn for the worse over the last two months. The IMF downgraded its GDP forecast for emerging economies by 0.4%.
Global Equities
Checking charts on the screen
July 2021

The stock market is in perpetual motion

And so the merry-go-round continues. Government debt piles up whilst interest rates sink well below the prevailing rate of inflation. Real yields? A fading memory.
Fixed Income
Coronavirus vaccine
June 2021

June 2021 BMO Fixed Income Market Update

We witnessed significantly higher inflation than expected, including the highest monthly core inflation print in four decades, as well as a jobs report that underwhelmed projections so badly it shifted the narrative on unemployment policy.
Global Equities
Business professionals group meeting

Economic growth rebounds but government support expected to roll off

The recovery continues to pick up speed, particularly in the U.S. and the U.K. where both nations have successfully vaccinated a majority of the population.
Fixed Income
Young man wearing mask on the street
May 2021

May 2021 BMO Fixed Income Market Update

While there has been dramatic spread tightening within the riskiest portion of the credit universe, opportunities may remain within the higher quality segments of high yield.
Responsible Investment
People walking in masks in the underground passage
March 2021

International Women’s Day: Women at the heart of the COVID-19 recovery

To build back better post-COVID in support of a more resilient economy and businesses, we need to put the interests of women at the heart of the recovery.
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