Responsible investment offering

Amundi offers to its institutional and retail clients a wide range of open-ended funds and tailor-made Responsible Investment solutions that incorporate ESG factors into investment decisions.

 

 

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Responsible offering and capabilities

Amundi has developed different responsible solutions with the aim to meet the diverse investors’ needs, objectives and drivers related to Responsible Investing:

Investment solutions integrating combined ESG criteria

Addressing Environmental or Social challenges:  specific initiatives developed by Amundi to accompany investors tackling these issues.

Active strategies, passive investment, bespoke solutions: a wide range of other implementation capabilities.

 

Amundi has constantly invested in technical and human resources to develop fine-tuned solutions and raise awareness among our clients and our peers, since the launch of its first Responsible Investment fund in 1989.

Source: Amundi, data as at 31/12/2018. Information given for illustrative purposes only, may be changed without prior notice

Amundi’s multi-dimension ESG Integration

Regarding Responsible Investing, Amundi has developed a wide range of open-ended funds and bespoke ESG solutions with the aim to meet the multiple needs of investors.

These solutions:

  • Take into account E, S and G criteria simultaneously
  • Apply a best-in-class rating process
  • Cover traditional and non-traditional asset classes

Through different ESG portfolio construction processes

ESG certified and labelled funds

Since 1989, Amundi has developed solutions that integrate ESG criteria based on the overall ESG rating of issuers. These solutions, placed at the core of our ESG offering, combine a best-in-class approach, which consists in selecting within each sector the issuers with the best ESG practices, with a unique engagement approach:

1Source: AFNOR. In 2013 & 2016 , Amundi obtained the first “SRI approach” certification delivered by AFNOR, an independent and recognised third party. 

ESG risk management

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.

Passive ESG

Thanks to Amundi's index knowledge, together with the ESG analysis and data available within the Group, we are able to offer a wide range of Responsible Investing passive solutions, be they open-ended or highly customized.

LEVEL 1

Vote & Engagement

At Amundi, in the same way as active management goes hand in hand with an active voting and engagement policy, the latter is fully implemented in our passive management, since the creation of the first index fund.

LEVEL 2

Exclusion policy

We implement a systematic exclusion of controversial weapons in all our open-ended index funds and ETFs.

LEVEL 3

ESG Index Solutions

We offer high-quality replication of ESG (equity or fixed income)/Low Carbon indices, in open ended index funds and ETFs.

LEVEL 4

Customized ESG Passive Solutions

Amundi index portfolio managers have the capability to build tailor made solutions.

How to customize a portfolio – One concrete example

This illustrates the team’s process and is subject to change.

LEVEL 5

Enhanced ESG Indexing Solutions

Generating alpha while focusing on stocks combining best ESG scores together with a solid financial profile, within low tracking error budget.

Our investors partners can benefit from:

Dedicated solutions design

Advisory services related to responsible investment framework

 

Knowledge and insight sharing

  • Disseminate best practices globally through our knowledge sharing program
  • High level forum gathering CEOs and CIOs of asset owners to share their experience and convictions at Amundi’s Executive Program
  • Disseminate our research to our institutional investor partners
  • Increase financial advisors’ awareness of RI issues and opportunities through content sharing and specific training

Learn more

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ESG: Amundi’s 3-year action plan

An ambitious action plan to strengthen responsible investment.

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Environment initiatives

Bring the fight against climate change accessible to all investors.

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Social Initiatives

Social impact innovative solutions reaching financial performance objectives.

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Engagement for all investors

Being responsible for all investors.

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Responsible Investing: our commitment

Acting as a responsible financial institution is a core commitment of Amundi’s development strategy.

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Documentation

ESG, Climate, Engagement & Vote

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1*Source: Amundi, data as of December 2018. 

2Source: Extel – SRI & SUSTAINABILITY SURVEY June 2018

3Source: UN PRI, United Nations Principles for Responsible Investment 2018

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. 

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.