De La Crème Pie

Organic Couch Potato Pie clean-0001.jpg

This pie is for investors who want to invest in the 'crème de la crème' of companies from an environmental, social, and governance (ESG) perspective.

•The 'doing less evil stocks and bonds' slice gets rid of weapons, tobacco, and human rights abusers and then selects companies with the highest ESG score from each sector.

•The 'doing more good stocks' slice focuses narrowly on clean energy production and technologies.

•BMO does well at shareholder engagement, so investors are nudging these companies even further towards sustainability.

•The 'impact investment' slice helps build affordable housing in South-Western Ontario.

The annual cost of this portfolio is 0.21% and the carbon efficiency is 188.8 tons of CO2 per million dollars in sales.

Asset ClassWeightETF Name and Ticker
Doing Less Evil Stocks & Bonds75%BMO Balanced ESG ETF (ZESG)
Doing More Good Stocks15%BMO Clean Energy Index ETF (ZCLN)
Impact Investment10%Indwell Impact Bond