How to Proactively Integrate RI into Your Practice

The following practice management article, which Capital authored in Nalini Feuilloley’s voice, focuses on how to successfully integrate responsible investing (RI) into financial Advisory practices – from education and the client conversation to accountability and how to avoid greenwashing. Building on BMO Global Asset Management’s leadership position in the RI sphere, the story was crafted to give Advisors the tools to practically – and proactively – get ahead of the curve on RI, as investors across generations increasingly demand ESG consideration as a fundamental best practice in portfolio management.
The content appeared in the February 2020 issue of the Insights eNewsletter, a monthly, bilingual publication dedicated to enhancing the BMO GAM brand, and developing “value-added” thought leadership that builds wholesaler profiles, relationships and credibility.