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In-house expertise

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

Global coverage

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

Engagement

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


Investment solutions

Investment solutions


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.


Responsible investing team

Responsible investing team


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Financial advisors, RIAs and broker-dealers

 

Responsible investing insights

Responsible investing insights