Socially Responsible Investing
The Burton Wealth Group offers 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 environmental 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.
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.