Global Equities

BMO SDG Engagement Global Equity Strategy Impact Report 2020

In this report, we carry out a deep dive into our engagement activities, showing the alignment to the SDGs and their targets.
October 2020

Responsible Investment Team

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Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Investing in emerging markets is generally considered to involve more risk than developed markets.

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 stocks or products that may be mentioned.

Investing to improve

This is the start of a vital decade. With the creation of the Sustainable Development Goals (SDGs) five years ago, the world set itself some very stretching goals to achieve by 2030, and there is not a moment to lose if we are to get remotely close to them.

The global backdrop is seldom without significant challenges but the COVID-19 global pandemic has emerged as the most serious public health challenge in living memory. Almost no corner of our planet has escaped the spread of this virus and it has magnified existing global inequalities. It has also created unprecedented economic and social pressures and recurring shock waves. The medium- and long-term implications will take time to be fully understood.

This layers onto a broader range of risks and issues, including elevated geopolitical tensions revolving around Sino-U.S. rivalry, as well as ambitious climate change objectives and manifold social issues that have been exacerbated during the past few decades.

Nevertheless, we are optimistic about the future and we believe that the SDGs can used by investors as a roadmap to a better future. By investing in companies and using the SDGs as an engagement framework, we believe we can address some of the issues alluded to above and contribute to building a more sustainable world.

As consumers, we can increasingly align our investment decisions with our values. Ultimately, we want our money to drive improvement in the world around us. This is exactly what our BMO SDG Engagement Global Equity Strategy is designed to achieve, and it strives to play a part in the global effort to mobilise global capital towards securing a more sustainable future for all.

By specifically targeting small and medium-sized companies, we hope to make more of an impact through our dialogue and we seek to create an ambitious, additional and attributable (AAA) engagement agenda with each of our investee companies. With our 50-strong Active Equity Investment team and our 20-strong Responsible Investment team, we believe we have the specialist resources to deliver a truly differentiated, engagement-driven global equity strategy.

In this report, we carry out a deep dive into our engagement activities, showing the alignment to the SDGs and their targets, as well as thematic case studies highlighting some of the key issues we have been engaging on. We also show the progress of our engagement on several metrics, including how it links to the relevant underlying SDG indicators.

We hope you enjoy reading this report and welcome any feedback that you have.

Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.

Investing in emerging markets is generally considered to involve more risk than developed markets.

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 stocks or products that may be mentioned.

BMO SDG Engagement Global Equity Strategy Impact Report 2020

For Professional Clients and/or Qualified Investors only

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