Asset owners and asset managers have the opportunity to consider their investments not only from a performance perspective, but also through the broader lens of environmental, social and governance stewardship.
Whether the focus is on climate, plastics, corporate governance, taxation or other sustainability themes, our Thematic Engagement services allow investors to align their interests in addressing specific issues with their engagement activities
Our team of research analysts, engagement managers and advisers are knowledgeable about these issues and have extensive experience in helping companies to be better stewards of your investments, and of our society and the environment.
Key Features and Benefits
Improve corporate ESG performance
Encourage portfolio companies to pro-actively tackle ESG issues to create a positive impact as well as minimizing their negative impact.
Improve corporate reputation management
Improve portfolio companies’ corporate reputations by encouraging them to position themselves as responsible corporate citizens.
Leverage research as input for your own dialogue with companies
Leverage our rich database of real-time case information to improve your own engagement dialogues and to identify best practices for key ESG issues.
Demonstrate your commitment to sustainability
Use case information for story-telling and sustainability reporting to demonstrate your commitment to sustainability and creating an impact.
Join the following Engagements
Sign up to one of our ongoing themes, which run for a period of around 3 years, typically targeting 15 to 20 companies.
It is anticipated that modern slavery will increasingly put companies at a competitive disadvantage through, for example, operational disruptions, earning fluctuations, compliance risks and loss of business due to damage to reputation. The engagement’s objective is to ensure high-risk portfolio companies adopt rigorous strategies on modern slavery.
Feeding the Future
Agriculture is estimated to account for one-quarter of the world’s greenhouse gas (GHG) emissions, 80 percent of deforestation, 70 percent of water use and 78 percent of ocean and freshwater pollution. This engagement theme aims to contribute to a more sustainable trajectory for the future of food.
While being a vital part of the response to climate change as well as other economic and societal needs, the growing supply of cleantech products also entails environmental and social challenges within the various processes across the value chain. This engagement aims to encourage and enable the cleantech industry to grow in a more responsible manner.
Running Themes that are Open for Participation
Child Labor in Cocoa
Over two million children below the age of 18 work in hazardous conditions in the cocoa supply chain in Côte d’Ivoire (Ivory Coast) and Ghana. This engagement is founded on investors’ expectations for some of the largest companies in the cocoa sector, and addresses the issue of child labor in cocoa.
Climate risk management is one of the overarching challenges facing members of society, including investors. Investors are striving to understand and integrate the financial impact of climate-related risks and opportunities in investment decisions.
Food Supply Chain
This engagement focuses on addressing risks related to child- and forced labor in the targeted companies’ supply chains, as well as to remediate potential adverse labor rights impacts. Particular focus is placed on the identified high-risk commodities, namely coffee, rice, sugar, tea and tomatoes.
Human Capital and the Future of Work
The Fourth Industrial Revolution is accelerating. Technological progress, globalization and demographic shifts, will bring structural changes and disruptions to society and labor markets. This engagement supports investors in understanding how companies can proactively manage workforce needs and transitions for a sustainable labor market.
Governance of SDGs
This thematic engagement is aimed at encouraging companies to define meaningful SDG strategies that align with their business plans. It aims to influence them to address their negative impacts and seek out opportunities to produce positive outcomes in line with the 2030 SDG agenda, while contributing to a more stable long-term operating environment for themselves.
Localized Water Management
This engagement focuses on sustainable management of water resources on the local level. The engagement will target selected companies that share the same water catchment in Brazil, India, South Africa and/or the USA, depending on the participating investors’ preferences.
Plastics and the Circular Economy
This engagement focuses on encouraging companies to improve the quality and economics of recycling practices, to shift strategic focus towards redesign and innovation and to increase the re-usability of products.
Engaging with marine fisheries and aquaculture producers, the focus is on managing seafood sustainability risks and opportunities, which in turn contributes to long-term operational continuity and sustainability.
Focused on 20 companies in the technology and extractive sectors, this engagement aims to create awareness
among companies on tax avoidance and to encourage companies to approach tax as a corporate governance and risk management issue.
The world is changing faster than it ever has. As a result, companies are facing increasingly complex and numerous challenges. They need to adapt faster, and in this process, the board has a crucial role to play. A new vision of the board is needed to help start a process today that will result in them being better prepared for tomorrow’s challenges.
Comprehensive Thematic Engagement
Our Comprehensive Thematic Engagement program combines a set of four thematic engagements in a single package: Climate Transition, Human Capital and the Future of Work, Plastics and the Circular Economy and Tomorrow’s Board. The themes have been selected to give investors the broadest possible coverage of E, S and G topics with exposure to diverse industries and companies.
Bespoke Thematic Bundle
Investors can also choose to create their own bespoke bundles consisting of either three or more Thematic Engagements of their choosing. For example, they could create thematic bundles focused on meta themes, such as Climate Change. Bespoke bundles provide investors with additional flexibility to select the themes most closely aligned to their strategy and the interests of their clients/beneficiaries.