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BMO Global Asset Management

Stewardship and Corporate Governance

BMO Global Asset Management is a global investment manager and part of the BMO Financial Group, wholly owned by the Bank of Montreal (BMO), a 200-year-old institution.

By providing market-leading investment capabilities across multiple asset classes, we focus on innovating and delivering investment solutions for clients. Today we manage assets in excess of £207bn for a diverse client base, including 500+ UK Pension Schemes (as at 31 October 2019).

 

We are dedicated to pursuing growth in a responsible and sustainable manner. For over three decades, we have taken a leadership approach in developing sustainable investment solutions. Since launching the UK’s first ethical strategy in 1984, our offering has broadened to include a range of ethical and thematic strategies, as well as a comprehensive approach to engagement and voting. In 2000, we launched our flagship reo® service which continues to be a market-leading engagement overlay service.

In 2006 we were a founder signatory to the United Nations Principles for Responsible Investment (PRI). The 2019 framework marks our fourth unified PRI Transparency Report, jointly encompassing our operations in North America and Europe. We are proud to have achieved the maximum rating of A+ for our overall Strategy and Governance.

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Knowledge Hub

Introducing: RetirementMatters – financial education that bridges the gap to retirement
03 July 2020

Introducing: RetirementMatters – financial education that bridges the gap to retirement

The PMI is delighted to announce the launch of a new retirement focused financial education service to help emplees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.

 

 

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Pensions industry 'pessimistic' about future pensions policy
29 June 2020

Pensions industry 'pessimistic' about future pensions policy

The majority (60 per cent) of pensions industry professionals remain "pessimistic" about the direction of future pension policy following the current pandemic, according to research by the Pensions Management Institute (PMI).

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Bulk annuities post COVID – Getting engagement and value from insurers
25 June 2020

Bulk annuities post COVID – Getting engagement and value from insurers

The bulk annuity market seems to have withstood the impact of COVID, but what’s changed? Is the market still supply driven after COVID? How should trustees prepare assets for a bulk annuity? Will there be a return to the end of year sale? What data must be supplied to secure pricing and what can wait until after the transaction?

This session will provide practical advice for trustees considering a bulk annuity.

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Our Insight Partners help us provide PMI members with a rich and specialised experience. Contact us to find out more.

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