Sustainability

Sustainable Investing
 

 

The Burton Wealth Group offers a full range of sustainable investing options for clients.

Sustainable investing is an investment strategy that considers environmental sustainability factors in addition to financial returns. The goal is to generate long-term growth while also having a positive impact on the world. 
 

BMO Private Wealth / Nesbitt Burns employ a dedicated team of sustainability 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.  

 

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.