BMO Nesbitt Burns
55 Water Street West
Socially Responsible Investing
Investing for the Future
today’s world, a company’s impact on the environment and their social
and governance practices have become significant factors to consider
when making investment decisions.
The BMO Nesbitt Burns Architect
Program® is the first program of its kind to offer Socially Responsible
Investing (SRI) portfolios as a Separately Managed Account to the
Canadian retail market.
The SRI investment managers selected for the
Architect Program employ a fully integrated ESG (Environmental, Social
and Governance) approach to their portfolio management and research
The following SRI products are available through the Architect Program:
Equity SRI Inhance Canadian Equity Fund managed by Vancouver based
Inhance Investment Management Inc., a division of Vancity
- Global Equity SRI managed by London, UK based F&C Management
- Ethical Special Equity Fund managed by QV Investors Inc. Ethical Funds is a division of Northwest and Ethical Investments L.P.
With the Architect Program, you will receive the following unique benefits:
flexibility to invest in separately managed accounts, mutual funds,
exchange traded funds and alternative investments – all in one account
- Automatic rebalancing
- Enhanced diversification
- Enhanced tax management
- One account, one fee, one set of documents and one comprehensive statement
in SRI portfolios offered through the Architect Program, you can be
confident that your investments and your values are in harmony.
"BMO (M-bar Roundel symbol)” is a registered trademark of Bank of
Montreal, used under licence. "Nesbitt Burns” is a registered trademark
of BMO Nesbitt Burns Corporation Limited.
® "Nesbitt Burns Architect
Program” is a registered trade-mark of BMO Nesbitt Burns Corporation
Limited, used under licence.Commissions, trailing commissions management
fees and expenses all may be associated with mutual fund investments.
Please read the prospectus before investing. Mutual funds are not
guaranteed, their values change frequently and past performance may not