BMO: Invest With Your Values

December 10, 2021

How can an investment professional help you invest with your values?

Responsible investment is the umbrella term that covers multiple investment approaches related to environmental, social, and governance factors. Given the growth of sustainability challenges globally, ESG factors are now table stakes for consideration when investing and are no longer an optional investment strategy.

If you want to ensure that ESG factors are being incorporated into your investments, ask your advisor or financial planner whether your fund managers have a comprehensive responsible investment strategy.

The benefits of financial advice are clear and sustainable investing is no exception. An investment adviser or financial planner can help find responsible investments to help you do well while you do good whether, mutual funds, ETFs, stocks, or even GICs, and integrate them into your financial plan and portfolio.

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