Responsible Investment
Join us in our journey to engage, activate and advance investing for a sustainable future.
Investing for a sustainable future
Our 2023 Responsible Investment Annual Report highlights the work we’ve done to achieve positive outcomes for our clients.
Canadian companies make decent policy commitments to respect human rights, but implementation is still lacking.
This is one of the findings of BMO GAM’s latest RI deep dive research report "Respect and Protect: The State of Corporate Human Rights Due Diligence in Canada".
How we approach responsible investing at BMO GAM
Latest Insights
Featured investments
Environmental, social, and governance (ESG) factors measure the sustainability attributes of a company or industry’s business activities. More and more, we are understanding how these factors can have material implications for financial performance and investor returns. Investors are increasingly seeking out ESG investment options to both mitigate risk and generate opportunities. Following are a few BMO funds that can provide ESG investment opportunities to investors.
BMO Global Climate Transition Fund
Active equity mutual fund
This fund’s objective is to increase investment value over the long term by investing primarily in equity securities of companies from around the world that may focus on the global transition to a low carbon economy.
BMO Sustainable Opportunities Canadian Equity Fund
Active equity mutual fund
This fund’s objective is to achieve long-term capital appreciation by investing primarily in Canadian equity securities using a responsible investment approach.
ESGG - BMO MSCI Global ESG Leaders Index ETF
Passive equity ETF
Replicates the MSCI World ESG Leaders Index that includes equities with high ESG performance relative to their sector peers.
ESGY - BMO MSCI USA ESG Leaders Index ETF
Passive equity ETF
Replicates the MSCI USA ESG Leaders Index that includes equities with high ESG performance relative to their sector peers.
ZESG - BMO Balanced ESG ETF
Multi-asset passive ETF
Builds a 60/40 portfolio by selecting equity and fixed income ETFs based on a responsible investing approach.
BMO Sustainable Growth Portfolio
Multi-asset active mutual fund
Builds a 80/20 portfolio by selecting equity and fixed income ETFs and mutual funds based on a responsible investing approach.
Resources
Meet the Responsible Investment team
Disclaimers
The viewpoints expressed by these individuals represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice.
Commissions, management fees and expenses (if applicable) may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts, ETF Facts or prospectus of the relevant mutual fund or ETF before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in BMO Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF .
BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal.
BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal.