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BMO Global Asset Management

PRI reporting framework 2019

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.


Select from the below internal roles

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

BMO Global Asset Management

At BMO Global Asset Management level, responsibility for the oversight of our responsible investment approach and policies sits with our Executive Committee. Initial review and recommendation for approval of changes to our approach or policies is conducted via a delegated authority to the Global Investment Committee (GIC), the members of which include the Global CIO, CIO North America and other senior investment representatives from across BMO Global Asset Management

RI staff are tasked with executing RI-related activities, including screening, engagement, voting and ESG integration, and represent the organisation at RI events. They are also the main contributors to the development of the organisation's RI strategy and policies. Portfolio analysts and managers provide input into the ESG integration strategy and are ultimately responsible for integrating ESG factors into the investment decision-making process. 

BMO Financial Group

  • The Audit and Conduct Review Committee at the board of directors of the BMO Financial Group assesses effectiveness of BMO’s governance of sustainable banking/finance issues, under which responsible investment issues are covered too.
  • A member of the Responsible Investment team at BMO Global Asset Management is a member of BMO Financial Group’s Sustainability Council. The Council is chaired by BMO Group's General Counsel and comprises senior leaders from business and corporate support areas across the organization. The General Counsel is a member of the BMO Financial Group Executive Committee and has been delegated responsibility for sustainability by BMO’s CEO.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

14 Number

07.4. Additional information. [Optional]

I confirm I have read and understood the Accountability tab for SG 07 I confirm I have read and understood the Accountability tab for SG 07

SG 07 CC. Climate-issues roles and responsibilities (Private)

SG 08. RI in performance management, reward and/or personal development (Not Completed)