Why ESG and performance go hand in hand

Sustainability-orientated investing is no longer just about looking to manage risk, control downside or filter out certain sectors and stocks. It’s about driving the upside by harnessing the opportunities that disruption creates.
Sacha El Khoury

Sacha El Khoury

Director, Portfolio Manager, Global Equities

Share

Share on facebook
Share on twitter
Share on linkedin
Share on email
 

Key takeaways:

  • The world is changing, and the status quo is unsustainable. We sit on the cusp of megatrends like climate change, an ageing population and resource constraints disrupting every facet our lives from here.
  • These trends will shape the landscape in which every company operates – just think of the regulatory challenges the automotive industry faces for example. Businesses need to adapt and change and so do investors.
  • Sustainability-orientated investing is no longer just about looking to manage risk, control downside or filter out certain sectors and stocks. It’s about driving the upside by harnessing the opportunities that disruption creates – we firmly believe that sustainability and performance potential go hand in hand.
  • Companies like packaging Smurfit Kappa and Packaging Corp provide sustainable alternatives to plastic. And along the way we’ll use our position as an asset manager to drive positive change through engagement.

Risk warnings

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Use our handy glossary to look up any technical terms you are unfamiliar with.

Risk warnings

Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.

The information, opinions, estimates or forecasts contained in this document were obtained from sources reasonably believed to be reliable and are subject to change at any time.

Use our handy glossary to look up any technical terms you are unfamiliar with.

Related Articles

Emerging Markets
Aerial view of the power plant chimneys
8 min read
October 2021

China’s carbon neutral ambitions: How it can deliver

What steps can China take to go carbon neutral by 2060, and what does it mean for our portfolio?
Responsible Investment
Glacier against the backdrop of snow-capped mountains
12 min read
October 2021

Good COP or bad COP?: What to look out for from the COP26 Climate Conference

World leaders will be gathering in Glasgow for the COP26 climate negotiations. After a year which has seen yet more record-breaking temperatures and severe weather events, the urgency of taking action is clearer than ever.
Responsible Investment
Woman presenting to an audience
5 min read
October 2021

ESG knowledge shared: October 2021

This month, access our top picks of climate-related content ahead of the upcoming COP26 climate talks.
View more