Committed to a responsible finance
Since its creation in 2010, Amundi has made responsible investment a cornerstone of its strategy, making social and environmental responsibility one of its four founding pillars.
Amundi, your responsible partner
A pioneer
in responsible investing¹
+€ 800 bn
in Responsible Investment AUM1
+13 500
issuers rated in respect of ESG criteria1
Amundi is one of the world leaders with over €2 trillion1 of AuM, of which roughly 40% are responsible investments.
After leading the environmental issues notably through innovative climate solutions and partnerships, the Group is now a pioneering champion of social and societal topics.
01 | The engagement of a responsible finance pioneer |
| Amundi has been a signatory of the PRI (Principles for Responsible Investment) since 2006 and responsible investment has become one of the pillars of our development strategy. Dedicated governance, 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. |
Our convictions meet the 17 Sustainable Development Goals (SDGs) , established by the United Nations, through 3 key areas: our ESG analysis criteria, our ESG solutions, our engagement policy.
More information: https://sustainabledevelopment.un.org/sdgs/
02 | A department dedicated to Responsible InvestmentA team of 20 specialists ensures ESG analysis of more than 5,000 issuers1, conducts an active engagement policy and promotes these topics amongst investors and collective initiatives. In addition, almost sixty experts (Corporate Governance, Quantitative research, SRI managers and products specialists) are mobilised around environmental, social and governance (ESG) issues. Amundi’s expertise and size allow us to implement a wide range of responsible investment strategies as well as tailor-made ESG solutions adapted to your needs:
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03 | Our ESG analysis modelWe are convinced that consideration of Environmental, Social and Governance (ESG) criteria, combined with an ongoing dialogue with issuers, consolidates financial performance. Our commitment is reflected, in particular, by the integration of ESG factors across its management strategies2. Our ESG analysis, which relies on the expertise of 8 extra-financial data providers and an internal rating tool, covers more than 5,000 issuers1. The analysis results in a global extra-financial rating for the issuer on a scale from A (highest score) to G (lowest score). |
| Our ESG analysis is based on an internal reference values, comprised of 36 criteria, including 15 generic criteria, common to all companies whatever their business sector and 21 specific criteria depending on each sector’s issues.  Information given for illustrative purposes only, may be changed without prior notice. |
04 | Our exclusion policy
Amundi applies strict rules for exclusion across its management strategies2:
- No direct investments in companies involved in the production or sale of anti-personnel mines and cluster bombs, prohibited by the Ottawa and Oslo conventions
- Exclusion of companies involved in the production or sale of chemical, biological and depleted uranium weapons.
- Exclusion of companies that violate, repeatedly and seriously, one or more of the ten principles of the Global Compact
- Exclusion of countries that systematically and willfully violate human rights and make themselves guilty of the worst crimes: war crimes and crimes against humanity
- Exclusion of companies whose coal extraction activity exceeds 30% of their turnover or, after a qualitative and prospective analysis, companies producing 100 million tons and more of coal per year
- Exclusion of tobacco companies from all open SRI funds
05 | Our SRI approach
Amundi has chosen the Best-in-class approach as the basis of its SRI strategy. Our philosophy consists in selecting the companies that best handle their ESG risks and opportunities for each sector. Amundi is convinced that SRI must be broad and incentive, a factor of progress and not of stigmatisation.
For a portfolio to be considered SRI, it must comply with the following rules:
- Exclusion of issuers rated E, F and G (on a scale of A to G) in order to avoid financial and reputational risk
- The portfolio’s average ESG rating must be C or higher
- The portfolio’s average ESG rating must be at least equal to that of its investment universe or benchmark index
- At least 90% of the issuers in the portfolio must be rated in terms of ESG criteria
Information given for illustrative purposes only, may be changed without prior notice.
First asset management company certified by AFNOR for its SRI approach.
Amundi is also the first company to obtain the SRI Label created by the Ministry of Finance and Public Accounts for several funds.
PRI annual assessment: Amundi rated A + in 2017 for the third consecutive year for its responsible investment approach
Top 3 in 2014, 2015 and 2016 of the IRRI ranking which rewards the best governance and SRI analysts
1. Source: Amundi, data as end of December 31, 2021
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.
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