BMO Responsible Global Emerging Markets Equity Copy

    In Short

    NameBMO Responsible Global Emerging Markets Equity
    Asset ClassMulti-Assets (Equity & FI)
    GeographyEmerging Markets
    NordSIP CategoryCore/Impact
    Fund ProfileAvailable here
    HållbarhetsprofilenAvailable here
    Morning Star3 globes
    Available here
    Product/StrategyLuxembourg UCITS
    AvailabilityRegistered for investment in Sweden, Norway, Finland and Denmark
    ManagerRishikesh Patel, Gokce Bulut, Sam Mahtani

    Strategy description

    Coupled with engagement efforts, we aim to generate strong long-term, risk-adjusted returns by investing in high-quality companies that help address sustainable development challenges in emerging markets.

    SRI Highlights

    • Engagement is an integral part of our investment philosophy and progress is reported on in a structured manner
    • Increasing focus on identifying stocks that provide innovative solutions to sustainable
    • Producing compelling and periodic content for clients and the public on active ownership activities, impact and topical EM ESG issues






    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.