Integrating Environmental, Social and Governance (ESG) criteria
At Amundi, our expertise is focused and directed towards achieving performance from sustainable sources. We’re so committed to this approach that we integrate ESG criteria into all our management processes (except for index-linked funds and ETFs which are subject to benchmark constraints).
Performance and responsibility
We are convinced that the integration of Environmental, Social and Governance criteria, combined with issuer dialogue, consolidates financial performance. It is a way for the investors to protect themselves from long-term risks:
- Financial risk,
- Operational risk,
- Reputational risk…
We provide tailored investment solutions that allow you to invest responsibly in keeping with your CSR policy and performance requirements.
A leading player with € 160 bn in SRI assets under management
Significant resources and an interface that distributes ESG ratings to all portfolio managers
A range of SRI products plus tailored ESG solutions in all asset classes
1. Source: Amundi, as of December 31, 2015.
Tailored ESG solutions
Every business has its own ESG requirements and own exclusion and selection criteria. This is why we offer tailored ESG solutions in all asset classes.
You can rely on us to guide you through the design process, from drafting a charter in line with your values and business (using either Amundi’s ESG framework or a custom framework), to implementing ESG factors in portfolios, following your voting instructions and selecting the right documentation and support services.
We apply a “best in class” methodology, according to which we select good practices in each sector of the investment universe. Companies are under or over weighted according to their behaviour, and low performers are excluded. This approach to SRI is all the more demanding and effective in that it also involves an engagement policy. The purpose there is to encourage companies to adopt a progressive approach with regard to ESG criteria.
Thierry Bogaty, Head of Amundi SRI Expertise
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.
ESG, SRI and impact investing Solutions
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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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Our solutions do not offer a performance or capital guarantee and present a risk of capital loss