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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

North West Regional Group: Investing in and sponsoring pensions in 2020; some topical challenges discussed
23 September 2020

North West Regional Group: Investing in and sponsoring pensions in 2020; some topical challenges discussed

The “Chinese puzzle”

No, not Covid (or at least, not just Covid) but “May you live in interesting times”.

On the assumption we think there will be a future (certain political leaders seem quite keen to pick a fight at the moment), how should we save for our future retirement?

We face increasing volatility in world investment markets along with uncertainty in healthcare, employment and politics. How do we protect our members against:

  • Market volatility driven by Covid
  • Trump v China (and anyone who isn't Trump) antagonism
  • The decimation of the hospitality and retail sectors
  • A no-deal Brexit
  • Potential pressure on interest rates
  • Not to mention tax policies

But before we decide to put all our money under the mattress, what would be the downside of no exposure to markets and can we afford to take that risk?

What can we learn from historic volatility without just locking ourselves away for a few years?

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PMI partners with Lincoln Pensions for integrated risk management provision
22 September 2020

PMI partners with Lincoln Pensions for integrated risk management provision

The Pensions Management Institute (PMI) has named Lincoln Pensions as its insight partner for integrated risk management (IRM).

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PMI Annual Report 2019
22 September 2020

PMI Annual Report 2019

Each year we publish our Annual Report highlighting key areas of our work and plans for the future. Download the full report below.

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CONTACT OUR TEAM

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

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