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Responsible investment policy

Responsible investment policy

At BMO Global Asset Management, portfolio investment decisions are always made in the best interests of our clients. Supporting these investment decisions is the belief that prudent management of environmental, social and governance (ESG) issues can have an important impact on the creation of long-term investor value. Companies that successfully manage their ESG risks, and proactively follow ESG best practices, may experience risk-adjusted outperformance over the longer-term. This belief underpins our commitment to being a responsible investor.

Material ESG considerations are integrated into our overall investment process. Our research analysts and portfolio managers follow a process that considers the potential impact of ESG issues related to investments in our internally managed portfolios, and we seek partners that do the same. This analysis informs our asset allocation, stock selection, portfolio construction, shareholder engagement and voting.

This approach does not apply to non-discretionary accounts where clients make their own investment choices or investments where we replicate an index.

United Nations Principles for Responsible Investment – 2018 Summary Assessment Report

Awards and recognition

Awards and recognition

  • BMO Named One of the 2018 World's Most Ethical Companies by the Ethisphere Institute*
  • Signatory of UN supported Principles for Responsible Investment (PRI) since 2014
  • PRI’s mission: “We believe that an economically efficient, sustainable global financial system is a necessity for long-term value creation. Such a system will reward long-term, responsible investment and benefit the environment and society as a whole.”

17 professionals
in our Responsible Investment team

A+ Rated
by UN Principles for Responsible Investment for our overall strategy and governance

Launched Europe's first social and environmentally screened fund

Companies engaged with in 2017

Responsible investment annual review

Discover how we use engagement and voting to encourage better management of sustainability and governance issues by companies.

“Over the two decades we have run an ESG engagement program, we have seen more and more companies come to the realization that if they work together with investors, both sides can reap the benefits in terms of long-term performance.” — Juan Salazar, Governance and Sustainable Investment team

Responsible investing insights

Responsible investing insights

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* The World’s Most Ethical Companies assessment is based upon the Ethisphere Institute’s Ethics Quotient® (EQ) framework. Scores are generated in five key categories: ethics and compliance program (35 percent), corporate citizenship and responsibility (20 percent), culture of ethics (20 percent), governance (15 percent) and leadership, innovation and reputation (10 percent). In 2018, 135 companies were honored from 23 countries and 57 industries.