We offer portfolios that integrate ESG factors into investment decisions — selecting companies that are leaders in environmental responsibility, social impact, and governance.
Our goal: deliver strong returns with a positive global footprint.
Further details on this approach can be found here.
Investment professionals generally focus on fundamental, quantitative and technical attributes to select stocks for inclusion in portfolios (i.e. earnings momentum, valuation, price trends, etc). However, beyond that, there are many factors which are not easy to measure in monetary terms but may play a significant role in the long-term performance of a security, namely Environmental, Social and Governance (ESG) factors.
Responsible Investing (RI), also known as “sustainable investing,” refers to the process of using ESG factors to select the stocks of companies which are committed to improving their business practices along these factors. Tangible examples of this include companies committed to reducing their water usage, carbon footprint, increasing diversity in their ranks and more ethically motivated efforts.
The BMO Nesbitt Burns Portfolio Advisory Team (PAT) actively manages several guided portfolios. Each portfolio typically contains 25 high conviction securities, diversified across multiple sectors which can offer attractive returns, while striving to have a positive societal impact.