BMO: Portfolio Construction Part 2 - Investing on your Own

December 3, 2021

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

You might also like

Skyline Wealth: A History of Stability with Private Alternative Investments

Advisors in today's market seek strategies that offer growth and stability for client portfolios. The traditional asset allocation model, consisting of equities and fixed income investments, was previously favoured for this purpose.

Auspice Diversified Trust

The Auspice Diversified Trust, managed by Auspice, Canada's commodity fund manager, has a 16-year institutional history and has delivered an annualized return of 13% in the last three years.

Content Broadcast on: BNN Bloomberg, CNBC, Bloomberg, FOX Business News, BIZTV, Reuters, YouTube and more!