SRI Options

Socially Responsible Investing
 

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

Socially responsible investing (SRI) is an investment strategy that considers ethical and 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.