BMO Women in Leadership Strategy

    In Short

    NameWomen in Leadership Strategy
    Asset ClassListed Equity
    Theme/Sub-classThematic: women
    NordSIP CategoryScreened / Thematic
    Fund ProfileAvailable here
    Morning StarNA
    AvailabilityFor institutional investors only
    ManagerBMO Asset Management Inc.

    Strategy description

    The fund invests in equity securities of issuers based on, but not limited to, gender criteria of representation of women on the board of directors and/or a female chief executive officer. The portfolio manager will reference the holdings of the Barclays Women in Leadership North America Index, which is designed to provide exposure to North American based companies that satisfy one or both of the gender diversity criteria of having a female chief executive officer or having at least 25% female members on the board of directors.

    SRI Highlights

      • The BMO Women in Leadership Fund invests in North American companies that promote gender-diverse leadership
      • Provides investors with more choice and the ability to align their investments more closely with their values
      • Enables a measurable, beneficial social impact alongside a financial return.


    International Norms: companies whose activities clearly infringe international agreements and which are complicit in human rights abuses (following the UN guiding principles and OECD guidelines).

    Fossil fuel / Thermal coal: companies that derive over 10% of their revenues from the extraction of thermal coal, oil and gas companies whose production derived from oil sands is 1% or more of total production and extractives companies undertaking exploration and production activities in sensitive areas.

    All Weapons including Anti-personnel mines, Cluster munitions, Nuclear, Biological & Chemical Weapons

    Tobacco: companies that derive any turnover from the manufacture of tobacco products or derive 10% or more of turnover from the sale of tobacco products.

    Gambling: companies whose core business is gambling, such as casinos or derive 10% or more of their total revenues from gambling, such as hotels or restaurants.

    Pornography: companies involved in the production or distribution of pornographic materials or retailers that derive more than 3% of turnover from the sale of such material.

    Alcohol: companies that derive any turnover from the production of alcoholic beverages, that derive over 33% of turnover from selling alcohol or derive over 10% from bottling, wholesale or sale.