BMO: Portfolio Construction Part 1 – Working with an Advisor

An all-in-one investment approach works well for investors who don’t want to monitor day-to-day portfolio activity. Furthermore, they want efficient, broad market access across asset classes, regions, and sectors. It’s an entire investment solution within a single fund.

There are also “all in one” investment options that are focused on responsible investing. BMO offers a suite of responsible investment portfolios across the risk spectrum that are actively managed and use both active and passive building blocks.

The BMO Balanced ESG ETF, ZESG, which incorporates sustainable screening, uses a rules-based approach and provides access to global equity and fixed income markets. These products allow investors to align their values with their investments.

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