Innovation in Equities

Innovation is part of our DNA. Amundi Equities launched three new active ESG strategies – an area in which a structural shift in client allocations continues. Our ESG Improvers concept, created and developed by Amundi Equities, aims to extract alpha from financially attractive companies, which are also committed to improving their ESG trajectory. Our Sustainable Income range in Europe and Global equities will address a gap in the market for ESG-conscious income investors, by targeting sus­tainable business models with solid dividend yields.

Responsible Investing

The Road to Responsible Alpha

This franchise offers a unique, forward looking and dynamic approach to ESG investing. Investing in ESG Improvers is a philosophy where we aim to «Buy low, sell high» from both an ESG and a financial perspective. For us, the potential growth of the ESG improvers combined with the stability of the ESG leaders offer investors the potential for improved risk adjusted returns. Strong fundamental and ESG research capabilities allow us to identify companies that will be the ESG winners/leaders of tomorrow and which will rerate as they improve. 

Seeking income today for a sustainable tomorrow

The European/Global Equity Sustainable Income strategy offers a unique combination of income and ESG. As the world is changing, investors are becoming increasingly aware of the need to invest into sustainable business models in order to protect not only the future of the world we live in, but also their financial future. Companies have adapted to this new environment and the European and Global Equity Sustainable Income strategy is poised to take advantage of these dynamics. These strategies seek to achieve an attractive level of income and a superior risk adjusted return with a sustainable framework relative to the benchmark. It is fully aligned with Amundi’s strong ESG ambition, leveraging on our Equity Income expertise and extensive ESG capabilities.

Protected Equity Solutions

Our protected equity strategy

Equities can provide great returns over the long run at the expense of being quite volatile. Protection solutions aim to reduce drawdowns, portfolio volatility and can address other issues (e.g. regulatory constraints such as Solvency II). They also reduce the risk of unfortunate market timing. However, structuring reactive solutions which are cost efficient and sustainable over the long run requires expertise. Amundi’s Convexity Solutions team aims to offer asymmetric risk return profiles across its offering. The team has +20 years of experience in managing derivatives and equity volatility strategies, on which it builds when structuring protection solutions. These are bespoke, to best meet the needs of each client. They focus on the most liquid listed equity index options, which are naturally convex. They aim to offer a good balance between reactivity and costs. They range from simple static to sophisticated, actively managed solutions. Protection solutions can be structured for equity strategies managed by Amundi or devised for third party managed equity portfolios.

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Equity ESG Solutions
ESG Equities solutions

As part of the very of the DNA of Amundi Equities, our wide ESG offering is articulated around four pillars in order to meet your clients’ needs. 

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Equity Offer
Equities' Offering

Amundi Equities uniquely combines a strong local presence, active company engagement, deep equity research capabilities and an integrated portfolio construction with a disciplined and repeatable high conviction investment process. 

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This information is exclusively intended for “Professional” investors within the meaning of the MiFID Directive 2004/39/EC of 21 April 2004, and articles 314-4 and following of the General Regulations of the AMF. It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act.

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Investing involves risks. The performance of the strategies is not guaranteed. In addition, past performance is not in any way a guarantee or a reliable indicator of current or future performance. Investors may lose all or part of the capital originally invested.

Potential investors are encouraged to consult a professional adviser in order to determine whether such an investment is suitable for their profile and must not base their investment decisions solely on the information contained in this document. 

Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi, for any third person or entity in any country or jurisdiction which would subject Amundi or any of its products to any registration requirements within these jurisdictions or where this might be considered unlawful. 

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