BMO Investments Launches Suite of Sustainable Portfolios

Mark Segal September 14, 2020

BMO Investments announced today that it is launching a new suite of solutions that invest in companies committed to positive ESG outcomes. The new BMO Sustainable Portfolios will combine equity and fixed income ETFs designed to represent the performance of companies that have high ESG ratings relative to their peers, as well as actively managed mutual funds that can provide risk mitigation and the potential to outperform the market.

BMO Investments Inc.’s new portfolios include:

BMO Sustainable Income Portfolio
BMO Sustainable Conservative Portfolio
BMO Sustainable Balanced Portfolio
BMO Sustainable Growth Portfolio

Mark Raes, Head of Product, BMO Global Asset Management Canada, said:

“We are excited to continue expanding our responsible investment offerings, and build off the success of our ESG ETFs and Sustainable Opportunities mutual funds. We are proud of our 35-year history in responsible investing, and are firmly committed to advancing the ESG dialogue. These funds will provide Canadians with all-in-one solutions to align their investments with their values, while also achieving their investment goals.”

BMO has been actively adding sustainability themed investment options for investors. Last month, the company announced the introduction of a new sustainability themed Canadian equity fund, and earlier this year it launched a suite of new ESG-focused ETFs for investors on the Toronto Stock Exchange (TSX).

Mark founded ESG Today following a 20 year career in investment management and research. Prior to founding ESG Today, Mark worked at Delaney Capital Management (DCM) in Toronto, Canada, most recently as the firm’s head of U.S. equities. While at DCM, Mark was part of the firm’s ESG team, responsible for evaluating and tracking the sustainability factors impacting portfolio companies, and assessing the suitability of companies for portfolio inclusion. Mark also spent several years in the sell-side research industry, covering the technology and services sectors. Mark holds an MBA from Columbia University in New York, a BBA from the Schulich School of Business at York University in Toronto, and is a CFA charterholder.