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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
BMO Socially Responsible Investing (SRI) Strategy Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $31M (in US$ millions)

Required Minimum: 500,000

Benchmark used: S&P 500 Composite Total Return

Strategy type: Equity Large Cap

Strategy description: The Socially Responsible Index (SRI) Portfolio is a custom solution based on our clients’ investment goals and unique social preferences. The Investment Team combines a passively managed index portfolio with active SRI driven exclusions and the ability to emphasize the companies that make a positive social impact.

Strategy web link: --

 

About The Company - [Return to Top]

Institution Name:
BMO Global Asset Management

Approach to Sustainable & Responsible Investment: BMO Asset Management Corp. manages $193 million in SRI assets on a discretionary basis. We also implement ESG sensitive proxy voting and are a signatory to the UNPRI. Our UK affiliate, formerly F&C Investments and now BMO GAM EMEA, has expansive RI capabilities including specialty product and shareholder engagement offerings.

Total AUM in SRI: $193M (in US$ millions)

Research conducted: Both internally and externally

Researcher name: IWF Financial, MSCI, Internal Staff

Contact info:
115 South LaSalle St; 11th FL
Chicago, IL 60603
USA
Phone: (414) 287-8674
Email: bmogam.info@bmo.com
Web: http://www.bmogam.com/ (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics
  • Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics

Social

  • Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics
  • Human Rights: Restricted/Exclusionary Investment - Ability to restrict based upon several metrics – child labor/sweat shops
  • Labor Relations: Restricted/Exclusionary Investment - Ability to restrict based upon several metrics – child labor/sweat shops
  • Sudan: Restricted/Exclusionary Investment - Ability to restrict by identified involvement

Governance

  • Board Issues: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics
  • Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics

Products

  • Alcohol: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics
  • Animal Welfare: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics
  • Defense/Weapons: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics
  • Gambling: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics
  • Tobacco: Combination of Positive and Restricted/Exclusionary Strategies - Ability to screen and/or restrict based upon several metrics

Other

  • Other/Qualitative: Abortion, Contraceptives, Stem Cell Research, Adult Entertainment: Ability to screen and/or restrict based upon several metrics
  • Proxy Voting: Actively voted by my institution for this investment strategy in support of environmental, social or governance issues in accordance with formal guidelines

 

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