“Two decades of running this Strategy has left us in no doubt that global sustainability and financial performance go hand in hand.”
Jamie Jenkins, Managing Director, Co-Head of Global Equities
Making a positive impact
With a track record spanning over two decades, our Responsible Global Equity Strategy seeks to invest in sustainable companies that are proactively managing their ESG opportunities and risks to make a positive impact on society and the environment.
We realise that it is no longer enough for investors to claim they are investing in a sustainable way – we need to do what we can to measure the impact we have, both positive and negative, through the companies we invest in and the way we act as investors.
This is our fourth impact report for this Strategy and we are still learning about what meaningful impact measurement means in listed equities. We have evolved our approach over time, building on our experience as well as on industry initiatives such as the Impact Management Project*.
The Sustainable Development Goals (SDGs) remain a key reference point for us. This year, for the first time, we map every one of our Strategy holdings against both the 17 SDGs and the underlying 169 detailed targets. We also focus more deeply on the topic of how financial companies in our portfolio can promote Access to finance, following our focus areas of Health and well-being and Technological innovation last year.
We plan to share this report with our investee companies, and look forward to working with them to build further improvements in the way both investors and companies report impact.
This document is provided for information purposes only and is not to be construed as investment advice to a recipient on the merits of any investment. This document does not constitute, or form part of, any solicitation of any offer to deal in any type of investment. Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any products that may be mentioned.
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
* The Impact Management Project is a forum for building global consensus on how to measure, manage and report impact
Read our BMO Responsible Global Equity
Strategy ESG Profile and Impact Report 2019
For Professional Clients and/or Qualified Investors only
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any stocks or products that may be mentioned.