BMO: Portfolio Construction Part 2 - Investing on your Own
You can add an ETF or a mutual fund to your investment portfolio tactically to pinpoint a specific ESG exposure. If there’s a specific region an inves …
You can add an ETF or a mutual fund to your investment portfolio tactically to pinpoint a specific ESG exposure. If there’s a specific region an investor wants to focus on, they can use a broad-based regional ETF that screens for ESG leading companies.
By adding a thematic ESG product, an ETF or a mutual fund focused on a specific ESG issue, investors can also construct their portfolio. For example, an environmental trend like clean energy through a Clean Energy ETF like ZCLN. Also, a governance theme such as women leadership using the BMO Women in Leadership fund.
This type of thematic ESG exposure allows investors to tactically tilt a portfolio towards an ESG theme or trend.
For more information please visit their website at www.bmo.com/investbetter.
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