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.
Companies focusing on advancing technology, building and operating critical infrastructure and supporting the energy transition have a significant role to play in achieving sustainable development in emerging markets.
Technological innovation: Meeting sustainable development goals will require action on several fronts, including harnessing and maximising the potential of technological innovation. We will aim to find companies working on disruptive innovations for transformative change – those that through tech-based solutions are making breakthrough advances, or helping their clients make such advances in areas like productivity, energy efficiency, healthcare and education. Importantly, we also look for companies offering digital communications solutions to improve connectivity for all.
Energy Transition: Around half of current total global carbon emissions are a result of power generation for electricity and heating. At the same time, there are still close to 900 million people worldwide that lack access to energy – the vast majority of whom live in emerging markets. We will aim to invest in companies offering solutions that can help effectively and efficiently balance people’s need for access to reliable and affordable energy while helping to reduce global emissions.
Infrastructure: Public infrastructures are essential to the efficient functioning of society and its ability to achieve sustainable development. These include water and energy systems, bridges, roads, as well as communications and transportation facilities. Our Strategy will strive to invest in companies designing, building and operating such infrastructure in a way that incorporates environmental and social considerations.
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.
| Company | No. of employees | Company description | SDG Alignment | Number and subject of engagement(s) |
|---|---|---|---|---|
Aguas Andinas SA |
1,351 |
Distributes potable water and offers sewage treatment services in the Metropolitan Region of Santiago de Chile. |
+ Target 6.1; Share of company revenue 100%
|
1: Corporate governance |
Bajaj Auto Ltd |
10,258 |
Manufactures and distributes motorised two-wheeled and three-wheeled scooters, motorcycles and mopeds. |
-Target 3.9; Share of company revenue 100% |
1: Climate change, environmental stewardship |
China Resources Gas Group Ltd |
48,031 |
Distributes natural gas to a growing number of cities across China. |
- Target 13.2; Share of company revenue 100% |
2: Climate change, environmental stewardship, labour standards |
Infosys Ltd |
243,454 |
Provides IT consulting and software services, including e-business, program management and supply chain solutions. |
n/a |
1: Business conduct |
Ultrapar Participacoes SA |
16,024 |
Holding company with subsidiaries involved in fuel and gas distribution, petrochemicals and drug retail. |
+Target 3.8; Share of company revenue 2% -Target 13.2; Share of company revenue 92% |
0 |
Taiwan Semiconductor |
48,752 |
The world's largest dedicated pure-play semiconductor foundry, TSMC manufactures and markets integrated circuits. |
+ Target 8.2; Share of company revenue 100% |
1: Environmental stewardship |
Tata Consultancy Services Ltd |
446,675 |
Global IT services organisation that provides a comprehensive range of IT services to its clients in diverse industries. |
n/a |
1: Labour standards |
Tencent Holdings Ltd |
62,885 |
Provides internet and mobile value-added services (VAS), online advertising, online gaming, and e-commerce transactions. |
+ Target 8.2; Share of company revenue 27%
|
2: Climate change, business conduct, corporate governance |
Where company revenues do not add to 100%, then there is no SDG link for the remainder of the business revenues
For Professional Clients and/or Qualified Investors only
