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    BMO Global Asset Management

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    BMO Global Asset Management

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    Facts & Figures

    Inception of sustainability strategy1984
    Total AUM (USD)260 billion
    AUM Responsible Strategies (USD)3 billion
    % screened>90
    % ESG integration>90
    % engagement>90
    % proxy voting>90
    Responsible Investment team15 experts

    Ticking Boxes

    Firm-wide ESG integration
    Impact investingselected strategies
    PRI Signatorysince 2006
    UN Global Compactsince 2004
    CDP Signatory
    UNEPFI Signatorythrough parent company
    IIGCC Signatorysince 2000
    SWESIFsince 2016
    Funds in Hållbarhetsprofilen
    Other membershipsUKSIF, GNI, ICGN, ACGA, GIGN, 30% Club, CII, Eumedion Investment Committee,

    Exclusions

    All RI StrategiesFirmwide
    International norm violations
    Fossil fuel (all)
    Thermal coal
    Anti-personnel landmines & Cluster munitions
    Weapons of mass destruction (nuclear, biological & chemical)
    Weapons (all)
    Tobacco
    Alcohol
    Gambling
    Pornography
    Fur
    GMOs

    IN BRIEF

    BMO Global Asset Management is a well-diversified asset management group with capabilities in all asset classes with focus on responsible investing going back over three decades. BMO GAM is headquartered in London and operate in over 25 offices in 15 countries. Our primary investment centres in London, Chicago, Toronto and Hong Kong are complemented by a number of specialist investment teams in Europe and North America.

    BMO Global Asset Management forms part of the BMO Financial Group (headquartered in Toronto) and is wholly owned by the Bank of Montreal (BMO), Canada’s first bank, which opened for business on 3 November 1817. With total assets of $765 billion as of 31 July 2018, BMO provides a broad range of retail banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, Wealth Management and BMO Capital Markets. BMO is publicly listed on the New York (NYSE) and Toronto (TSX) stock exchanges.

    SRI HIGHLIGHTS

    Full SRI highlights

    Early committent to Responsible Investing
    Three decades of responsible investing

    First ethical strategy in Europe launched in 1984

    Founding member of PRI (2006)

    Carbon neutral since 2010

    Dedicated engagement resources
    In 2017, BMO had 1,063 engagements with 676 companies, 37% on environmental, 21% on social and 42% on corporate governance issues. Through its Responsible Engagement Overlay Services, the firm votes and engages on behalf of clients, for both equity and fixed income portfolios.

    Dedicated industry specialist ESG team
    RI staff and fund managers collaborate closely including through joint company meetings and regular internal seminars discussing key ESG trends

    Awards & Recognitions
    Best Sustainable Investment Fund Management Group 2016 – Sustainable Investment Awards (Investment Week)

    Best ESG Research Team 2018 – Sustainable Investment Awards (Investment Week)

    BMO Responsible Global Equity – Moneywise Fund Awards 2018 – Best Ethical Fund

    Sustainable Products & Strategies

    Core / Impact

    Active SRI

    Screened

    Source & Resources