Analysis

Key stats

About BMO MSCI ACWI PAR ALIG CLI EQU IND UNIT CAD

The fund employs a climate-conscious approach to investing in global large- and mid-cap stocks. Stocks are selected for their favorable position in the transition to a low-carbon economy while aligning with the Paris Agreement requirements. The fund removes stocks from the MSCI ACWI, the parent index, that are involved with controversial weapons, ESG controversies, tobacco, environmental harm, thermal coal mining, oil and gas, and power generation. The remainder are evaluated based on broad categories for ESG impact: environment, human rights and communities, labor rights and supply chain, customers, and governance. The portfolio is weighted to emphasize those positioned to reduce greenhouse gas intensity. An optimizer is used to maintain sector and country exposure +/- 5% to that of the parent index. The index is rebalanced semi-annually.