PMI Crest
PMI

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.

 

 

You might also like

Knowledge Hub

Engaging with fund managers to deliver better ESG outcomes
05 March 2021

Engaging with fund managers to deliver better ESG outcomes

Voting and engagement are crucial aspects of responsible ownership and valuable tools for encouraging companies to adopt better standards of corporate governance and management of Environmental, Social and Governance (ESG) issues. Here, River and Mercantile’s Ajeet Manjrekar explains how fiduciary managers can support trustees to meet their regulatory obligations by challenging and influencing underlying fund managers’ behaviour and policies.

Read more
Reporting on Dalriada Trustees’ first year as a PRI signatory
05 March 2021

Reporting on Dalriada Trustees’ first year as a PRI signatory

Dalriada Trustees became a signatory to the United Nations Principles of Responsible Investment (PRI) in September 2019, the first Professional Trustee firm in the UK to do so. Over the last year or so we have been working to better incorporate Environmental, Social and Governance (ESG) factors both within how we undertake our role as trustee and in how we operate internally.

Read more
The key to making your pension fund more sustainable
05 March 2021

The key to making your pension fund more sustainable

“So, Mr Chief Executive, we really like what your company is doing in relation to environmental improvements and we’re pleased to see you’re working effectively towards your net zero climate change pledge. It’s also encouraging to see your positive policies on diversity across all aspects of your business. But what are you doing to make your pension fund more sustainable?”

Read more

Get in touch

CONTACT OUR TEAM

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

Get in touch
PMI Crest