Skip to Content

Invest With Impact. Invest in Women

“BMO is proud to take a lead on impact investing in Canada – especially in support of a cause such as the advancement of women, which is such a big priority for our bank,” said Joanna Rotenberg, Head of Personal Wealth Management, BMO Financial Group. “An increasing number of investors are seeking both financial and social returns from their investments. By providing them with the opportunity to invest in organizations with a higher representation of women, we are giving those investors the ability to promote change by rewarding gender-diverse companies”

Women are under-represented on corporate boards and in senior leadership roles. As an investor, you have the potential to address this social challenge. BMO Women in Leadership Fund, the first impact investing mutual fund in Canada, invests in North American companies that have a female CEO, or board of directors with at least 25 per cent female representation, referencing the Barclays Women in Leadership North America Index.

“This is a unique offering designed to provide investors with both financial and social value,” says Kevin Gopaul, Head of BMO Global Asset Management Canada. “Research has shown that diverse leadership in companies translates into better results. Companies with gender-diverse boards tend to outperform those with no women on their boards and indices of companies with mixed-gender boards have outperformed benchmark indices.”

Growing research shows that companies with a higher representation of women in executive leadership deliver:

By investing in companies with higher representation of women you not only actively participate in driving social change by rewarding these gender-diverse companies, but also participate in their success.

Want to Learn More?

Download the BMO Women In Leadership Fund Overview

View the Fund Profile

1 MSCI, Women on Boards: Global Trends in Gender Diversity on Corporate Boards, November 2015
2 Credit Suisse, The CS Gender 3000: Women in Senior Management. September 2014
3 Catalyst, Lois Joy et al, The Bottom Line: Corporate Performance and Women’s Representation on Boards 2004-2008, 2011

Barclays and Barclays Women in Leadership North America Total Return CAD Index are trademarks of Barclays Bank PLC or its affiliates and have been licensed for use in connection with the issuance and distribution of the Fund. The Fund is not sponsored by, endorsed, sold or promoted by Barclays, and Barclays makes no representation regarding the advisability of investing in them, the suitability of the Fund as an investment, or the accuracy of the information provided. BMO Global Asset Management is a brand name that comprises of BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp. and BMO’s specialized investment management firms. BMO Mutual Funds refers to certain mutual funds and/or series of mutual funds offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal. Commissions, trailing commissions, management fees and expenses all may be associated with investments in mutual funds. Please read the fund facts or prospectus before investing. Mutual Funds are not guaranteed, their values change frequently and past performance may not be repeated. ®BMO (M-bar roundel symbol) is a registered trade-mark of Bank of Montreal.