BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

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Socially Responsible Investing

Socially responsible Investing (SRI) 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 analyses. 

Companies involved in the following activites 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 by the Ethisphere Institute 4 years in a row.
  • 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.