Sustainable investing is part of our heritage. Environmental, Social, and Governance (ESG) factors have been a core element of our research process and play a key role in investment decisions across our actively managed investment strategies.
We integrate ESG analysis into its investment process by focusing on companies with sustainable business models and evaluating ESG-related risks as part of our proprietary research recommendations used throughout the firm.
1Source: Amundi, data as of 30 September 2021.
2Source: United Nations Principles for Responsible Investment (UN PRI), 2020.
Amundi is committed to supporting you navigate ESG by leveraging on its long-standing experience as a Responsible Investor and its ambitions to become a catalyst for sustainable change.
"Responsible Investment makes less money than traditional investment"
"Responsible Investment is just a passing trend"
"Reconciling finance and sustainable development is impossible"
For over 30 years, Amundi has been committed to acting as a responsible financial institution with Responsible Investing as a founding principle and core commitment of Amundi's development strategy. This commitment is reflected both in our responsible investment process and the solutions range Amundi has developed, to help investors define and implement their responsible investment strategy.
Assessing the ESG quality of an issuer is key for investment decisions, not only to take into account the sustainable risks that might weaken the issuer’s financial strength, but also to assess the product’s impact on key issues that represent a systemic risk for society. There are nevertheless data sources that are underused and could, if correctly analyzed, strengthen our ESG assessment.
Climate risks are rising in Asia. So an urgent question for financial markets becomes: what impact is the region’s green fixed income having on climate change mitigation? And could it do more?
Amundi’s insights provide a global perspective and greater understanding of ESG factors, including their influence on the long-term sustainability of a company’s business, investor preferences, the regulatory landscape, and potential impact on global markets overall. Our research and investment processes are further strengthened by leveraging the extensive experience and ESG related resources of Amundi.
Source: Amundi, data as of 30 September 2021
Learn more about our Awards and Expertise
Source: United Nations Principles for Responsible Investment (UN PRI), 2020.
^2021 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
As part of its fiduciary responsibility, Amundi applies a targeted exclusion policy to all active investing strategies, excluding companies that do not comply with its ESG policy, international conventions, internationally recognized frameworks, and national regulations. These general exclusions are implemented unless otherwise requested by the clients and always subject to applicable laws prohibiting their implementation.
Learn more about our Responsible Investment Policy
Every year, ShareAction publishes their Voting Matters report, assessing the voting records of the 60 largest global asset management firms on social issues and climate change. The 2020 edition shows once again that European asset managers, and Amundi in particular, are still leading the way on resolutions. Amundi was ranked in the top ten for its voting performance on the 102 resolutions under consideration. Most notably, the company scored 89% for its votes supporting climate and social resolutions.
Elodie Laugel, Chief Responsible Investment Officer, explains how to make ESG ambitions a reality.
Jean-Jacques Barberis, Director of the Institutional & Corporate Clients division & ESG, sees ESG investing as part of Amundi's fiduciary duty.
Find out how you can turn things around by investing responsibly.
The issuer of this document is Amundi Asset Management. This document is not intended as an offer or solicitation with respect to the purchase or sale of securities, including shares or units of funds. All views expressed and/or reference to companies cannot be construed as a recommendation by Amundi. Opinions and estimates may be changed without notice. To the extent permitted by applicable law, rules, codes and guidelines, Amundi and its related entities accept no liability whatsoever whether direct or indirect that may arise from the use of information contained in this document. This document is for distribution solely to persons permitted to receive it and to persons in jurisdictions who may receive it without breaching applicable legal or regulatory requirements. This document is prepared for information only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this document.
Qualified investors
The part of this website about private equity funds within the territory of the people's Republic of China is only open to specific qualified investors. Before browsing the content about private equity funds within the territory of the people's Republic of China, please confirm that you or the institution you represent is a "qualified investor" as stipulated in relevant Chinese laws and regulations (qualified investors include "ordinary qualified investors" and "special qualified investors"), At the same time, it needs to meet the provisions of "qualified domestic limited partners" in the Interim Measures of Beijing Municipality on carrying out the pilot work of overseas investment of qualified domestic limited partners "and" detailed rules of Beijing Municipality on carrying out the pilot work of overseas investment of qualified domestic limited partners ". Qualified domestic investors refer to the institutions and individuals that have the corresponding risk identification ability and risk bearing capacity, invest in a single pilot fund with an amount of not less than 1 million yuan or equivalent foreign currency, and meet the following standards:
"Ordinary qualified investors" include the following investors:
(i) Institutions with net assets no less than 10 million yuan;
(II) a natural person who has more than 2 years of investment experience and meets one of the following conditions: (1) the net financial assets shall not be less than 3 million yuan and the financial assets shall not be less than 5 million yuan（ 2) In recent three years, the annual income is not less than 500000 yuan. The financial assets mentioned in the preceding paragraph include bank deposits, stocks, bonds, fund shares, asset management plans, bank financial products, trust plans, insurance products, futures rights and interests, etc.
"Special qualified investors" include the following investors: (1) social security fund, enterprise annuity and other pension funds, charity fund and other social welfare funds（2) Investment plans established in accordance with the law and filed with the Fund Industry Association（3) Private fund managers and their employees who invest in the fund（4) Asset management products legally issued by the institutions supervised by the financial supervision and Administration Department of the State Council.
All trademarks and logos used for illustrative purposes in this document are the property of their respective owners.
