BMO Adviser Edge: Responsible advice integration part 3 - Implementation

We discuss the range of responsible investment choices with leading financial services industry experts and ask what are the key considerations when selecting responsible investments. To help you identify suitable solutions for differing client requirements, we also examine tools and resources on offer.

Jamie Jenkins provides an update on the BMO Responsible Global Equity Fund as it moves into its third decade. With the recent release of the fund’s fifth annual ESG Profile and Impact Report, which now takes into account both the positive and negative impacts on investee companies, Jamie will expand upon our multi-thematic framework and the opportunities ahead.

Now that its dividend has been reinstated, Matthew will give a much anticipated update on rent collections and conversations on the ground with tenants across BMO Commercial Property Trust’s diversified portfolio, including prime assets in central London.

After it preserved cash for three months, expecting the worst during lockdown, what are the emerging trends in business activity and rent payments telling us about the outlook for the trust and the property market as a whole?

Why is responsible investing moving to mainstream? Graham examines the regulatory backdrop, investor awareness and the increase of investment choice. He also looks at how the IA Responsible Investment Framework creates a consistent approach to terminology.

Join Gary Potter and Anthony Willis as they review the year to date and look ahead to the important key drivers for asset markets as we look ahead to 2021.

Join Gokce Bulut and Christopher Darling as they discuss the launch of the new BMO LGM Responsible Asian Equity Fund. They will talk through the focus on equity securities and how the fund will only invest in companies that demonstrate a clear commitment to good governance and sustainability, and they’ll be hosting a Q&A session at the end.

As we head towards the last quarter of an incredibly tumultuous year, join Paul Niven and Keith Balmer as they review the performance and asset allocation of BMO's low cost, actively managed, multi-asset Universal MAP range. They will also look ahead to how markets will cope with the US elections as well as the implications of potential COVID-19 vaccine solutions.

With experts suggesting that most countries have reached the limits of lockdown easing, the virus may seem to be winning. But a vaccine could be available soon. That would be a game changer. But market reaction may be complex. Steven Bell explores the likely outlook.

Join Paul Green and Anthony Willis from the BMO Multi-Manger People and special guest manager Henry Dixon of Man GLG as Henry discusses the opportunities within the UK, along with a macro update from Anthony.

Europe and North Asia are gradually easing their respective lockdowns but the US is suffering a second wave. Despite political tensions coupled with fears of mass unemployment and bankruptcies, world markets are up over 40% from their lows.

Steven will track the likely evolution of global economy and corporate earnings to judge where markets are going to next.

When is it (and when it is not) possible for the RNRB to be available where a qualifying property has been left to a trust on death? Barry discusses how the RNRB regulations interact with immediate post death interest trusts which, as they are frequently included in wills, is likely to be a recurring client situation. Examples will be used throughout.

Join Simon Holmes and Keith Balmer for a breakdown of the multi asset team's current macro outlook plus a look back over the last quarter with respect to performance attribution, asset allocation changes and stock level insights within the low cost, Sustainable Universal.

Barry considers the downsizing provisions of the residence nil rate band legislation using examples and a case study. He will also look at how the gift of the qualifying residence in lifetime impacts upon the availability of the RNRB and how the RNRB is applied to the estate at death. Examples will be used throughout.