Balancing Fiduciary obligations with stakeholder expectations makes RI/ESG integration one of the most challenging exercises an asset owner undertakes, requiring specialised resources and constant monitoring. The need to build consensus and to present a cohesive thesis means plans sponsors should be able to measure the impact of their decisions, documenting how their exposure achieves the objective of cleansing their capital. RI/ESG Exchange Traded Funds provide consistent rules-based methodologies and transparent holdings to measure the impact of RI/ESG investment decisions. Uniform disciplines can be applied across regions and asset classes, providing a more concrete foundation for stakeholder discussions. When there is consistency in the exposure, there can be consistency in the Stewardship.
Greg Walker, Director, Capital Markets and Strategic Relationships, BMO Global Asset Management
Mark Webster, Director, BMO Global Asset Management