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:
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Alcohol.
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Gaming.
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Fossil Energy.
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Tobacco & Marijuana.
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Weapons/Defense.
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Nuclear Power.
BMO as a socially responsible company
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Named one of the world's most ethical companies - Ethisphere Institute.
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A+ rating by the UN Principles for Responsible Investment for our overall strategy and governance.
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Top rated Canadian bank by Corporate Knights in their '50 Best Corporate Citizens' ranking.
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Named most sustainable bank in North America per Corporate Knights 'Global 100 Most Sustainable Corporations' ranking.