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.