ESG, SRI and impact investing Solutions
As a responsible asset management company, we use our expertise to help our clients invest sustainably. We’re committed to providing ESG (environmental, social and governance), SRI (socially responsible investment) and impact investing solutions designed to your requirements.
A leader in responsible investment
Amundi has been a signatory of the PRI (Principles for Responsible Investment) since 2006 and since then responsible investment has become one of the cornerstones of our development strategy. Investing in internal resources, active involvement in collaborative initiatives and an AFNOR certified SRI approach are just some of the ways we strive to advance the field of responsible investment.
A certified SRI approach
Well defined & active engagement policy
Benefit from the expertise of our dedicated teams1
Our department of 20 specialists:
- Analyses and rates organisations on non-financial criteria for each business sector
- Develops impact investment solutions
- Promotes the benefits of socially responsible investing
In addition, quantitative researchers, corporate governance team and 35 SRI fund managers focus on environmental, social and governance (ESG) investments.
Access to high-quality non-financial ratings1
We rely on non-financial data provided by both generalist and specialist third-party providers in order to assess the ESG credentials of issuers and companies around the world. This data is run through our proprietary analysis tool and then assessed by our ESG analysts. These findings are presented to our internal ratings committee for discussion. We use this methodology to rate over 4,000 organisations.
We were the first asset manager to be certified by AFNOR for SRI process. This certification, which comes from a recognised and independent organisation, a testament to our commitment to ensuring our SRI practices are both robust and transparent.
A formal engagement policy
01 | Encouraging better practices
We work with companies to encourage them to adopt socially responsible practices. For example, respecting human rights in the oil and mining sector, access to nutrition, and fighting waste in the agri-food and retail sectors.
02 | Collating information for rating purposes
We review non-financial data provided by our trusted partners in order to rate over 4000 organisations worldwide. To fine-tune these ratings, our analysts – specialised by sector - meet regularly with the companies that have a significant weighting in our portfolios or in benchmark indices.
03 | Voting for change
We have shareholder voting rights in approximately 2,500 companies2. We use our influence as shareholders to highlight our expectations about socially responsible practices. Through constructive and regular dialogue, we engage with companies on key aspects of their operations, to request changes in practice and even reject certain proposals.
Amundi, a leading asset manager
SRI asset manager in France1
€ 160 bn
in SRI assets under management1
> 4 000
companies assessed & rated on ESG criteria1
Multi-thematic impact investing
We are an innovative impact investment manager. Using an in-house model based on a 3-tier analysis, we select the businesses most likely to generate the greatest social impact over the long term, whilst providing sustainable economic development.
Our strict principles
Non-financial analysis of organisations
Non-financial analysis of countries
Source: Amundi. Given for illustrative purposes only, may change without prior notice.
Amundi is at your service
1 - Source: Amundi, as of December 31, 2015.
2 - Source: Amundi 2015, See report on shareholder dialogue.
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.