Responsible Investment

Join us in our journey to engage, activate and advance investing for a sustainable future.

How we approach responsible investing at BMO GAM

ESG Integration

Five-Star Rating *****

UN PRI 2021 5-star rating in the “direct-listed equity – active fundamental incorporation module” category1

Training

Stewardship

6,441

Company meetings voted2

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Climate Action

111

Climate Action-related milestones achieved2,3

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Social Equality

734

Social Equality-focused engagements2

Latest Insights

Responsible Investment
December 20, 2023

From Voluntary to Mandatory: Key developments in ESG regulation in 2023

A discussion of the significance and impact of the responsible investment industry’s most notable regulatory events of 2023
Responsible Investment
November 27, 2023

What to look for at COP28

The UN’s annual climate conference meets in the United Arab Emirates November 30-December 12. Here’s what we’re watching.
Equities
November 9, 2023

Getting to Net Zero Requires Action on Indigenous Reconciliation

Canadian investors must proactively encourage industry policies and practices that deepen historical understanding, honour Indigenous rights and ensure equitable distribution of economic gains.

As part of our investment process, we recognize the importance of leaving no stone unturned when evaluating investment opportunities for our clients and fundamentally believe in the value of sustainability practices. We explore these considerations in some of our investment processes, particularly when developing ESG-oriented investment solutions.

Sadiq Adatia
Sadiq Adatia
Chief Investment Officer

There is no denying that ESG considerations are mainstream risks that are multi-faceted and pervasive throughout society. Our Responsible Investment strategy aims to mitigate these risks and capitalize on opportunities for investors, paving the way to a sustainable future for all.

Nalini Feuilloley
Head of Responsible Investment
8733, 7778, 8732, 7773, 7782, 8731, 8730, 8729

BMO Asset Management Inc., together with its affiliate BMO Investments Inc., as BMO Global Asset Management (BMO GAM), together with its former asset management affiliates in Europe, Asia and the United States, was awarded a 5-star rating in the 2021 Direct Listed Equity – Active Fundamental – Incorporation module by the United Nations Principles for Responsible Investment (UN PRI). The UN PRI is an investor initiative in partnership with UNEP Finance Initiative and UN Global Compact. UN PRI does an independent assessment of all global signatories annually through an extensive questionnaire. Five stars is the highest rating from the UN PRI awarded in this module.

1 BMO Asset Management Inc., together with its affiliate BMO Investments Inc., as BMO Global Asset Management (BMO GAM), together with its former asset management affiliates in Europe, Asia and the United States, was awarded a 5-star rating in the 2021 Direct Listed Equity – Active Fundamental – Incorporation module by the United Nations Principles for Responsible Investment (UN PRI). The UN PRI is an investor initiative in partnership with UNEP Finance Initiative and UN Global Compact (see www.unpri.org). UN PRI does an independent assessment of all global signatories annually through an extensive questionnaire. Five stars is the highest rating from the UN PRI awarded in this module.

This also includes engagement activities conducted on behalf of BMO GAM by a third party responsible engagement overlay (reo®) service for the period January through December 2022.

2 This also includes engagement activities conducted on behalf of BMO GAM by a third party responsible engagement overlay (reo®) service for the period January through December 2022.

A milestone is considered when a company makes tangible improvements in its policies and practices that align with our engagement and proxy voting activities.

3 A milestone is considered when a company makes tangible improvements in its policies and practices that align with our engagement and proxy voting activities.