Responsible Investment

As the lead for social equality related stewardship activities for BMO GAM’s Responsible Investment team Sarah collaborates with internal and external stakeholders to develop strategies to promote systems change in support of more equitable outcomes. She also conducts key topic related engagement activities, provides thought leadership, and develops due diligence frameworks for investment teams. Before joining BMO GAM, Sarah was a frontline child welfare worker in the Greater Toronto Area for 15 years where she often partnered with economically and socially marginalized communities to improve outcomes for children and youth. Sarah also has experience providing refugee sponsorship and settlement support and communications and advocacy to help advance the socio-economic interests of First Nations in Northern Ontario and across Canada. Sarah has undergraduate degrees in the humanities and applied arts broadcasting, a Masters in Social Work, and a Masters in Business Administration.

Nalini Feuilloley is Head of the Responsible Investment (RI) team at BMO Global Asset Management, responsible for RI strategy and oversight of ESG integration, stewardship, and thought leadership. Nalini previously served as Head of Canada of the UN-supported Principles for Responsible Investment (PRI), where she managed the Canadian base of institutional clients and educated the broader investment community on ESG issues and integration strategies. Prior to this, Nalini covered pension funds, endowments and foundations at BlackRock Canada, where she championed the firm’s Responsible Investment initiatives locally. She has also held positions in the UK, with Roubini Global Economics and the Gerson Lehrman Group, both alternative investment research firms supporting the buy-side. Nalini began her career with Accenture, consulting with clients in the Technology, Media and Telecom sector.

Graham leads BMO GAM’s Climate Action and Net Zero strategy through which BMO GAM has committed to achieve net zero emissions across all assets under management by 2050 or sooner. Prior to BMO, Graham worked in both technical and climate advisory roles, leading some of Canada’s first carbon-financed projects, North American green building strategies, and ESG benchmarking for institutional investors and asset managers. He led Ontario’s commercial cap and trade investments under the Green Ontario Fund, and has supported multiple sectors to integrate climate change risks and opportunities into their business strategy. Graham is a member of the Responsible Investment Association and the Association of Energy Engineers and holds a Bachelor of Environmental Science from the University of Guelph and a Master’s in Applied Science from Ryerson University.

Gustavo joined BMO Global Asset Management in March 2023 and is focused on the integration of material ESG risks and opportunities in the investment analysis process across asset classes. Prior to BMO GAM, Gustavo was the Head of ESG Integration at Invartis Consulting, where he helped asset owners to incorporate ESG factors in investment analysis, decision-making, and operational processes. He founded TerraBlanca Impact Capital, an impact investment fund in Latam and has also worked as an investment management consultant in Singapore and as a fixed income portfolio manager. Gustavo is a CFA charterholder, holds an MBA from the National University of Singapore (NUS) and a BBA from the National University of Colombia.

Ajit joined us in January 2023 and is focused on proxy voting and governance, in addition to supporting ESG and climate-related stewardship activities and thought leadership. Prior to joining BMO Global Asset Management, Ajit worked at Shareholder Association for Research and Education (‘SHARE’) as an engagement and advocacy analyst and specialized in climate and emissions reduction engagements with the North American energy sector. Prior to this, Ajit has five years of experience overseas in corporate engagement for the low-carbon transition, uptake of renewable energy and electric mobility, and stakeholder management. Ajit holds an Honours Masters in Economics from Panjab University and an MBA from Schulich School of Business at York University.

As the Client Strategy Manager on BMO GAM’s Responsible Investment team, Danna is responsible for liaising with sales teams and their clients to represent BMO GAM’s RI approach/activities, the broader sustainable product platform, and to educate clients on various ESG topics. Danna joined BMO GAM from ESG service provider ISS, where she held various roles in client success and sales serving Canadian and U.S. institutional investors. Her previous experience included positions in investor relations, investment analytics consulting and fund valuation. Danna holds an MBA from Schulich School of Business at York University and is a CFA charterholder.

Daniel is responsible for key stakeholder management and content production, and focuses on ESG research, thought leadership and supporting our wider ESG strategy work across our business. Prior to joining the BMO GAM Responsible Investment team, Daniel worked on GAM’s Multi-Asset desk, where he was involved in investment strategy, portfolio strategy, portfolio management support and research. After two summer internships with BMO, Daniel joined BMO Wealth Management full-time in 2016 as a Rotational Associate, where he rotated across various lines of business, including Nesbitt Burn’s retail trading floor, Wealth Management’s HQ Strategy team and GAM’s Quantitative Equity, ETF and Multi-Asset desks. Daniel holds an Honours Bachelor of Commerce from the University of Ottawa.

Jorge plays a key role in variety of projects within BMO GAM’s responsible investment team, with a focus on engagement research and support, ESG integration projects, sustainability-related due diligence, and stewardship reporting. Before joining the RI team at BMO GAM in April 2024, he completed two internships there during his MBA at the University of Toronto’s Rotman School of Management. These experiences steered him towards a career in responsible investment, driven by a strong interest in the energy transition, financial products and sustainability research. Prior to joining BMO GAM, Jorge worked at Heineken Mexico, where he was involved in leading consumer and market research projects to develop data-driven insights through analytics and industry expertise. He holds a Bachelor of Applied Science in Electrical and Computer Engineering from the University of British Columbia and an MBA from the Rotman School of Management at the University of Toronto.