Socially Responsible Investing

 

We offer a full range of socially responsible investing (SRI) options for clients.

Socially responsible Investing is an investment philosophy that focuses on companies making positive social and/or environment change.  To this end, most SRI investing uses (ESG) screening to determine a company's record on:

(E)nvironmental sustainability.
(S)ocial sustainability.
Corporate (G)overnance.

BMO Private Wealth / Nesbitt Burns employ a dedicated team of SRI/ESG specialists, whom our group engages with via the 'Global Sustainable Investment Portfolio'.  This model is represented by an equally-weighted portfolio comprised of 20 large/mid-cap stocks, based on fundamental, quantitative and social impact analysis.  Companies involved in the following activities are excluded from the model:
 

• Alcohol.

• Gaming.

• Fossil Energy.

• Tobacco & Marijuana.

• Weapons/Defense.

• Nuclear Power.

 

BMO as a socially responsible company
 

• Named one of the world's most ethical companies - Ethisphere Institute.

• A+ rating by the UN Principles for Responsible Investment for our overall strategy and governance.

• Top rated Canadian bank by Corporate Knights in their '50 Best Corporate Citizens' ranking.

• Named most sustainable bank in North America per Corporate Knights 'Global 100 Most Sustainable Corporations' ranking.