Our commitment, our progress

As a founding signatory to the United Nations Principles for Responsible Investment (UNPRI), we believe in the growing relevance of environmental, social and corporate governance (ESG) drivers to investment decision making. 

United Nations Principles for Responsible Investment

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Risk Disclaimer 

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

BMO Global Asset Management is committed to helping establish a more sustainable financial system. As a founding signatory to the United Nations Principles for Responsible Investment (UNPRI), we believe in the growing relevance of environmental, social and corporate governance (ESG) drivers to investment decision making. At BMO, we strive to advance the Principles in our own work and broadly in the marketplace. We are proud to have achieved the maximum rating of A+ for key areas of our responsible investment approach, including strategy and governance, and ESG incorporation and active ownership in listed equities. We are pleased to share the overall results of the 2019 UNPRI assessment of our efforts, which demonstrates accountability and commitment to the Principles. 1,2

Risk Disclaimer 

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

Focus of reporting module BMO GAM score Median score UNPRI indicator description

Strategy and Governance 

A+

A

Covers overall approach to responsible investment, including governance, responsible investment policy, objectives and targets, the resources allocated to responsible investment and the approach to collaboration on responsible investment and public policy-related issues. 

Listed Equity - Incorporation

A+

B

Covers integration of ESG issues into investment decision making for internally managed listed equity holdings. 

Listed Equity - Active Ownership 

A+

B

Covers engagement and voting for internally managed listed equity holdings. Engagement policy, prioritisation, collaboration, outputs and external communication are all scored as well as proxy voting policy and outcomes

Fixed Income - SSA3

A

B

Covers application of ESG to internally managed fixed income SSA holdings. SSA holdings include supranational organisations; sovereign states and governments; government agencies; and sub-nationals such as municipalities. 

Fixed Income - Corporate Non-Financial

A

B

Covers application of ESG to internally managed fixed income debt securities issued by public or private nonfinancial companies. 

UN PRI Principles

We will incorporate ESG issues into investment analysis and decision-making processes. 

We will be active owners and incorporate ESG issues into our ownership policies and practices. 

We will seek appropriate disclosure on ESG issues by the entities in which we invest. 

We will promote acceptance and implementation of the Principles within the investment industry. 

We will work together to enhance our effectiveness in implementing the Principles. 

We will each report on our activities and progress towards implementing the Principles. 

1 UNPRI assessment methodology available at: www.unpri.org/report
2 BMO GAM’s full private Assessment Report from the UNPRI is available upon request. 
3 Sovereign, Supranational and Agency 

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