BMO: Portfolio Construction Part 2 – Investing on your Own

You can add an ETF or a mutual fund to your investment portfolio tactically to pinpoint a specific ESG exposure. If there’s a specific region an investor wants to focus on, they can use a broad-based regional ETF that screens for ESG leading companies.

By adding a thematic ESG product, an ETF or a mutual fund focused on a specific ESG issue, investors can also construct their portfolio. For example, an environmental trend like clean energy through a Clean Energy ETF like ZCLN. Also, a governance theme such as women leadership using the BMO Women in Leadership fund.

This type of thematic ESG exposure allows investors to tactically tilt a portfolio towards an ESG theme or trend.

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