2020-2030

Erfahren Sie, wie sich Engagement unseres Erachtens weiterentwickeln wird – die nächsten zehn Jahren sind entscheidend, um die UN-Nachhaltigkeitsziele zu erreichen.

Risiko-Haftungsausschluss

Der Wert von Investments und alle daraus bezogenen Erträge können aufgrund von Markt- oder Wechselkursbewegungen fallen oder steigen. Möglicherweise erhalten Anleger ihr ursprünglich investiertes Kapital nicht zurück.

Engagement im Kontext der SDGs

Emma Lupton, Senior Associate in unserem Responsible Investment Team, über unsere Engagementpläne, vor allem im Zusammenhang mit den SDGs.

 

Wirkung messen

Ein wichtiger Rahmen zur Wirkungsmessung sind die UN-Nachhaltigkeitsziele (SDGs): Diese 17 Ziele und 169 detaillierten Unterziele mit Leistungsindikatoren sind ein nützliches Instrument, damit Unternehmen und Investoren zu  einer nachhaltigeren Zukunft bis 2030 beitragen können. Außerdem sind sie ein gemeinsamer Rahmen verschiedener Stakeholder geworden. Aus eigener Erfahrung können wir bestätigen, dass sich dies positiv auf unser Engagement auswirkt.

Unserem Engagement 2020

Erfahren Sie mehr über unser Engagement 2020 und die Verknüpfung mit den SDG-Zielen. Bewegen Sie den Mauszeiger über die unten angegebenen Prozentsätze, um mehr über die spezifischen Ziele und Vorgaben unseres Engagements herauszufinden

Familly iconECG chart iconSex iconWater iconSun iconChart iconInfinity iconEarth iconTree iconPigeon iconOtherNo SDG
Familly icon
SDG Goal 1 - No Poverty - End poverty in all its forms everywhere

In 2020, 5% of our engagement linked to SDG goal 1

2020 was a catastrophic year for many retailers. However, the knock-on effects were not uniform. Economic fortunes for different retailers varied, but labour standards came into focus across all areas of the sector. We expanded our engagement with retailers in 2020 beyond the Living Wage to include broader social themes during the pandemic.
SDG targets within the denoted goal that are less than 0.5%
ECG chart icon
SDG Goal 3 - Good Health and Well-Being - Ensure healthy lives and promote well-being for all at all ages

In 2020, 3% of our engagement linked to SDG goal 3

India’s vast untapped market for healthcare and financial services offers significant growth prospects for companies looking to serve it. We believe that beyond reaping the financial benefits of increasing revenues, companies can and should play an active role in improving people’s livelihoods by making these services affordable and inclusive.
Antimicrobial resistance is a natural phenomenon being accelerated due to poor stewardship of antibiotics in healthcare and farming. We engaged pharmaceutical companies, food producers and food retailers on their approach to AMR issues. We will continue to benchmark best practices and encourage more robust commitments on addressing AMR.
SDG targets within the denoted goal that are less than 0.5%
Sex icon
SDG Goal 5 - Gender Equality - Achieve gender equality and empower all women and girls

In 2020, 8% of our engagement linked to SDG goal 5

Workforce disclosure is essential for investors to better analyse companies’ social performance. Companies’ workforce disclosure is still limited, often referencing data gaps or lack of appropriate data gathering systems. BMO Global Asset Management encourages companies to respond to the Workforce Disclosure Initiative (WDI) annual survey to underline accountability to their social commitments
We engaged Germany’s largest listed companies on the lack of female representation at senior leadership levels. Find out the results and responses from those companies.
Water icon
SDG Goal 6 - Clean Water and Sanitation - Ensure availability and sustainable management of water and sanitation for all>

In 2020, 2% of our engagement linked to SDG goal 6

Achieve universal access to safe and affordable drinking water (SDG 6.1)
A healthy marine environment is critical to the health of the planet and its inhabitants. Currently only 2-6% of our oceans are classified as Marine Protected Areas (MPAs), and it is estimated that we need 30% protected to ensure a thriving ocean ecosystem. In addition to the social and environmental benefits, around $2.5tn of economic value is generated annually by the oceans. Read more about how our Responsible Investment team engage with companies on these issues.
SDG targets within the denoted goal that are less than 0.5%
Sun icon
SDG Goal 7 - Affordable and Clean Energy - Ensure access to affordable, reliable, sustainable and modern energy for all

In 2020, 5% of our engagement linked to SDG goal 7

BMO GAM itself has committed to an ambition of net zero emissions in our investments by 2050, as part of the Net Zero Asset Managers Initiative. As part of our stewardship approach, we have been working with other investors to urge companies to align with these goals. However, dialogue alone is not enough, particularly where companies are not meeting even basic expectations or are resistant to engagement.
SDG targets within the denoted goal that are less than 0.5%
Chart icon
SDG Goal 8 - Decent Work and Economic Growth - Promote sustained, inclusive and sustainable economic growth, full and productive employment and decent work for all

In 2020, 19% of our engagement linked to SDG goal 8

Technological advances have been the most significant driver of economic development over the last 200 years, with each industrial age transforming the way people live and work. But the depth and scale of labour displacement from A.I. automation could be much greater than previous industrial revolutions. Discover how artificial intelligence and automation could impact the future of work.
We engage around social issues consistently to ensure the application of labour management policies that provide a diverse, non-discriminatory and safe workplace, where workers are treated well and paid fairly. We encourage transparency and accountability within supply chains and direct operations to ensure best practice.
Our engagement in 2018 focused on companies required to publish modern slavery statements in line with the UK’s landmark Modern Slavery Act 2015. Since the introduction of this Act, modern slavery legislation has progressed in a number of countries, including Australia, Canada, France, and the Netherlands.
Labour issues are likely the biggest corporate theme resulting from the pandemic, with the impact on workers not been felt evenly. The implications for worker welfare differ significantly depending on the sector, the jurisdiction, and the nature of jobs. In 2020 we began engaging companies on their response to the global pandemic, calling for measures related to health & safety and the provision of mental health support, among others.
SDG targets within the denoted goal that are less than 0.5%
Infinity icon
SDG Goal 12 - Responsible Consumption and Production - Ensure sustainable consumption and production patterns

In 2020, 12% of our engagement linked to SDG goal 12

We engage with companies on the circular economy, the use of innovative materials, adopting product lifecycle assessments, improving recycling along the entire supply chain, and educating consumers on product use and disposal.
In April 2018, the EU Member States endorsed the EU Commission’s proposals to ban all outdoor uses of three neonicotinoids (“neonics”). Since then, we have reviewed our engagement on chemical safety and biodiversity risk with ten agrochemical companies to see how they are responding to the new rules.
2018 saw a significant focus on the issue of ocean plastics, spurred by the airing of Sir David Attenborough’s seminal documentary Blue Planet II and the awareness that more than 8mn tonnes of plastic reaches the oceans annually.
The economic turmoil and social upheaval from the pandemic has put sustainability challenges at the heart of the global agenda. As investors, we must drive positive change through the responsible allocation of capital and engagement with companies. We have set out our three engagement priorities for 2021, focused on supporting a sustainable recovery from the pandemic and the 2030 target date for achieving the SDGs: the race to net zero, addressing biodiversity loss, and Supporting social justice and reducing inequality.
SDG targets within the denoted goal that are less than 0.5%
Earth icon
SDG Goal 13 - Climate Action - Take urgent action to combat climate change and its impacts

In 2020, 16% of our engagement linked to SDG goal 13

With a growing number of governments setting paths to net zero emissions, the future of coal is in question. It’s estimated that coal use would have to drop by 60% by 2030 to achieve a net zero future. Through our engagement, we seek to encourage companies with exposure to coal to be proactive in how they will manage the transition and avoid the risks of stranded assets.
BMO GAM itself has committed to an ambition of net zero emissions in our investments by 2050, as part of the Net Zero Asset Managers Initiative. As part of our stewardship approach, we have been working with other investors to urge companies to align with these goals. However, dialogue alone is not enough, particularly where companies are not meeting even basic expectations or are resistant to engagement.
Indonesia is one of the world’s biggest emitters of greenhouse gases, driven by deforestation and land-use change. With palm oil, rubber, sugar and coal being vital to the country’s economic growth and trade balance, calls to address the climate impacts of their production and use face significant hurdles. Meanwhile, the intense monsoons and rain of January 2020, which left tens of thousands of people displaced, were a stark reminder of the country’s vulnerability to climate risks.
Tree icon
SDG Goal 15 - Life on Land - Protect, restore and promote sustainable use of terrestrial ecosystems, sustainably manage forests, combat desertification, and halt and reverse land degradation and halt biodiversity loss

In 2020, 2% of our engagement linked to SDG goal 15

Ensure sustainable usage of terrestrial freshwater ecosystems (SDG 15.1)
Palm oil production has serious social and environmental impacts. We consider how the Roundtable on Sustainable Palm Oil is addressing these issues.
SDG targets within the denoted goal that are less than 0.5%
Pigeon icon
SDG Goal 16 - Peace, Justice and Strong Institutions - Promote peaceful and inclusive societies for sustainable development, provide access to justice for all and build effective, accountable and inclusive institutions at all levels

In 2020, 3% of our engagement linked to SDG goal 16

With the rapidly-developing situation, we are still in the early stages of understanding the impact that COVID-19 will have. However, some important implications for corporate governance practices and standards are already emerging.
Engaging with companies is an important way for investors to drive positive change at the corporate level. However, one-on-one engagement sometimes fails, and it becomes necessary to escalate our engagement strategy - from collaboration to filing shareholder resolutions.
SDGs less than 2%.

2. Zero Hunger, 9. Industry, Innovation and Infrastructure, 10. Reduced Inequalities, 11.Sustainable Cities and Communities, 14. Life Below Water

The remaining 21% of our engagement focused on corporate governance, which we view as an essential building block in creating a more sustainable economy

21% of our engagement does not have a direct link to a specific SDG target. The majority of these engagement activities are on corporate governance, which we view as an essential building block in creating more sustainable, better run companies. The main exception is our engagement on board diversity, much of which has covered gender diversity issues, which we see as supportive of SDG 5 and targets 5.1 and 5.5 in particular, but has a wider application to the achievement of other goals such as SDG 8 and SDG 10.

Quote icon

“Die Debatte über ESG-Faktoren betrifft nicht mehr nur Risiken und Chancen. Mittlerweile stellt sich die grundlegendere Frage, wie der Finanzsektor zu einer gerechteren und nachhaltigeren Gesellschaft beitragen kann.”

Vicki Bakhshi, Director, Analyst, Responsible Investment

Gemeinsam für einen grundlegenden Wandel

Die Eigentümerverantwortung wird nicht mehr nur als Beziehung zwischen Investoren und einzelnen Unternehmen verstanden. Heute betrachten wir unsere Verantwortung für die Förderung des Marktes und der Wirtschaft als Ganzes ganzheitlicher. Das betrifft Herausforderungen wie die Gesundheit der Meere, Artenvielfalt und Probleme des öffentlichen Gesundheitswesens. Deshalb müssen wir mehr Augenmerk auf die Politik legen, aber auch intensiver mit anderen Stakeholdern wie Nichtregierungsorganisationen und Wissenschaftlern zusammenarbeiten.

Investoren verschaffen sich weltweit Gehör

In den letzten zehn Jahren haben die Engagementaktivitäten auch in Asien und Emerging-Market-Ländern zugenommen. Es sind aber fast nur Investoren aus europäischen Industrieländern und den USA, die sich einbringen. Es entstehen immer mehr Vorschriften, Leitlinien und Standards zum verantwortlichen Investieren. Deshalb ist zu erwarten, dass in den nächsten zehn Jahren auch in anderen Ländern lokale Investoren stärkere Maßnahmen zur aktiven Eigentümerverantwortung ergreifen werden.

Das Jahrzehnt der Klimaschutzmaßnahmen

Die 2020er-Jahre sind entscheidend, um das Pariser Klimaziel zu erreichen, die Erderwärmung auf deutlich unter 2 Grad zu begrenzen. Es entstehen aber bereits geeignete Engagementformen. Noch nie gab es so große Gemeinschaftsinitiativen wie die Initiative Climate Action 100+. Außerdem stimmen immer mehr Investoren gegen Anträge der Geschäftsleitungen, um Nachzüglern bei Klimathemen ihre Unzufriedenheit zu zeigen

Unser Engagement für den Klimawandel

Vicki Bakhshi, Director in unserem Responsible Investment Team, mit einen Ausblick auf das künftige Engagement zum Klimaschutz.

 

Der „S“-Faktor

Für Investoren ist das „S“ (Soziales) von ESG traditionell schwieriger zu fassen und zu quantifizieren. Die Covid-19-Pandemie hat aber die Gesellschaft erheblich beeinflusst und die Grundannahmen unserer Lebensgestaltung ins Wanken gebracht. Zudem hat die Krise schmerzlich offenbart, welche tief verwurzelten sozialen und wirtschaftlichen Ungleichheiten es gibt.

Dies zeigt, dass Sozialthemen weltweit zu den drängendsten Herausforderungen für Unternehmen gehören – und es ist deutlich geworden, dass alle ESG-Faktoren miteinander verknüpft und gleich relevant sind.

Wir gehen davon aus, dass die Investoren und Datenanbieter in den nächsten zehn Jahren die Probleme bei der Analyse und Integration sozialer Faktoren lösen werden und ein stärkeres Engagement zu sozialen Themen möglich wird. Zugleich muss man Auswirkungen auf damit verbundene E- und G-Faktoren beachten.

Einzelheiten finden Sie in unserem vollständigen Bericht

Wie sich Investorenengagement entwickelt hat

2000-2010:

Erfahren Sie mehr über die Gründung der UN Principles of Responsible Investment und wie sich Investorenengagement sukzessive etabliert hat.

Child pointing on cows grazing on the field

2010-2020:

Erfahren Sie mehr über finanzielle, ökologische, soziale und governancebezogene Faktoren, die zu einer schnellen Verbreitung der Ansätze für verantwortliches Investieren – wie Investorenengagement – geführt haben.

Einzelheiten finden Sie in unserem Jahresbericht

Responsible Investment
Gulf panorama
6 min read
June 2020

The ESG implications of COVID-19: Focus on ocean health

Our ocean ecosystem is in crisis owing to the negative effects of human activity. Discover how this problem is being exacerbated by COVID-19 and the resultant rise of single-use plastic.
Responsible Investment
A woman and a man checking the plants on the plantation
2 min read
January 2020

ESG in fixed income

Why and how we integrate ESG factors intro corporate fixed income investing.

Abonnieren