Responsible investment offering

Responsible Investment Solution

ESG Improvers brochures

Responsible offering and capabilities

Amundi Responsible Investment offering alonside the value chain.

Advisory : Guiding investors in navigating ESG

Whether it be to generate a positive impact, to align your portfolio with ESG or climate target objectives, or anticipate material ESG-related risks, our team of ESG experts is committed to supporting investors in meeting their ESG objectives while respecting their specific constraints.

ESG Investment Solutions

Amundi investment teams have developed specific expertises to assist our clients in achieving their specific ESG investment objectives by offering a wide range of ESG investment solutions span across asset classes and regions, from broad ESG Integration to specific themes.

Long-Standing player in ESG integration

Amundi, a pioneer in Responsible Investment (RI), has continuously strengthened its ambition to integrate Environmental, Social and Governance (ESG) criteria through its investment strategies and to reinforce its engagement process to support issuers in making progress.

Since the announcement of its ambitious action plan in 2018, Amundi has established an unprecedented level of ESG integration throughout the organisation. To this end, Amundi has committed to integrating ESG criteria across the entire portfolio management value chain, notably through:

• The systematic integration of ESG criteria within the active investment & portfolio construction process.
• The strengthening of dialogue with corporates on ESG topics through a pro-active engagement policy.
• A voting policy emphasizing Environmental and Social dimensions as top priorities.

This integration is done through :

In addition, the expertise of our index team and our proprietary index management tools allow us to develop fully bespoke solutions for our clients aimed at deploying their individual ESG policies.

An expanded range to address investor's various sustainability objectives

Services

To complete our large range of advisory services and investment solutions, we provide our clients with ESG services that can reinforce their commitment to a more sustainable future. To do so, we offer three types of services:

• Engagement and voting: At Amundi, we have defined an engagement and voting policy that we apply to our assets under management. We believe our role is to engage with issuers to allow for constant improvement and awareness of ESG-related topics through dialogue or voting at general assemblies.
• Reporting: As clients need to monitor their financial and ESG guidelines and report the results of their investments, we offer different types of reporting according to the client’s underlying strategy and ESG policy.
• ESG Training & Knowledge Transfer: ESG investing is evolving at a fast pace and Amundi is committed to disseminating best practices, research and thought-leadership through content sharing, high level conferences and training programs.

Standard ESG services are included with Responsible Investment portfolio management when relevant.

Building on the quality and depth of Amundi’s ESG database, CPR AM, Amundi’s subsidiary dedicated to multifactor and thematic investments, developed innovative solutions implementing a complementary risk-based ESG approach. These solutions seek to enhance value creation potential through the selection of appropriate criteria combinations.

1)     Multi-sector approach

This solution based on financial materiality relies both on the ESG rating and a selection of financially relevant E, S & G criteria (“weak signals”) in order to define an ESG investment universe allowing for the implementation of an additional financial alpha.

2)     ESG Thematic

Those solutions range rely on strong equity thematic investment opportunities backed by megatrends with a demanding sustainable approach. Such approach relies both on a selection of E, S & G criteria adapted to the material challenges of the theme, along with a strict monitoring of controversies and impact.

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.

This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”).

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. 

There is no guarantee that ESG considerations will enhance a fund’s investment strategy or performance.

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. 

This information is provided to you based on sources that Amundi considers to be reliable, and it may be modified without prior warning.