BMO Global Asset Management

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BMO Global Asset Management

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Latest News

IIGCC Launches Consultation on Net Zero Investing Framework

Stockholm (NordSIP) - The Institutional Investors Group on Climate Change (IIGCC) launched a consultation on a draft Net-Zero investment Framework on August 5th. The framework...

BMO GAM Names New Sustainable Investment Co-heads (CityWire Selector)

  http://citywireselector.com/news/bmo-gam-names-new-sustainable-investment-co-heads/a1107209?re=53794&ea=468133&utm_source=BulkEmail_Global_Daily&utm_medium=BulkEmail_Global_Daily&utm_campaign=BulkEmail_Global_Daily BMO Global Asset Management has named Alice Evans and Claudia Wearmouth as its new co-heads of governance and sustainable investment (GSI). The duo will be...

BMO To Divest All Fossil Fuel Holdings

Stockholm (NordSIP) - BMO Global Asset Management, the global investment manager with US$230 billion in AUM, announced Monday that all the funds within its...

Research

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

BMO Private Equity – Climate Opportunity Partners LP

In Short Strategy description SRI Highlights .         Exclusions International Norms: companies whose activities clearly infringe international agreements and which are complicit in human rights abuses (following...

BMO Green Bond Strategy

In Short Strategy description SRI Highlights .         Exclusions International Norms: companies whose activities clearly infringe international agreements and which are complicit in human rights abuses (following...

BMO SDG Engagement Global Equity

In Short Strategy description The objective of the Fund is to achieve long term capital growth and support sustainable development. The Fund invests in companies identified...

Active SRI

BMO Responsible Euro Corporate Bond Fund

In Short Strategy description Managed actively on a bottom-up basis and coupled with engagement efforts, the Fund aims to maximise returns through investment primarily in fixed...

BMO Responsible Global Emerging Markets Equity

In Short 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...

BMO Responsible Global Equity Fund

In Short Strategy description The strategy seeks to actively invest in companies that stand to benefit from or substantially contribute to trends in sustainable development whilst...

Screened

BMO Fossil Fuel Free Strategy

In Short Strategy description The fund invests primarily in a globally diversified portfolio of equity securities, but excludes securities of issuers that explore for, process, refine...

BMO Women in Leadership Strategy

In Short Strategy description The fund invests in equity securities of issuers based on, but not limited to, gender criteria of representation of women on the...

Source & Resources