Responsible Investing with Amundi

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.

Amundi is rooted in Responsible Investing

US$ 904 bn

AUM in responsible assets1

30+ years

experience in responsible investing1

A+ rating

PRI rating for 6 consecutive years2

Source: Amundi figures as of 30 June 2023

2 Source: United Nations Principles for Responsible Investment (UN PRI), 2019. 

Our History

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.           

    

Industry collaborations and Partnerships

Sustainable and actionable: An ESG study of climate and social challenge for Asia

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?

Read more

Our Strength

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. 

Recognised Expertise

Best ESG Strategy Award

at Insurance Asia News - Institutional Asset Management Awards 2021. 

Best ESG Strategy Adviser Award

at Asian Investor Asset Management Awards 2021. 

First place in the "SRI & Sustainability" 2015-2019 ranking

by Extel/UKSIF in the Asset Management Best Firms category for SRI/ESG2.

Rated A+ by PRI2

Amundi internationally recognised for its responsible approach and ability to apply ESG criteria to all asset classes.

2Source: United Nations Principles for Responsible Investment (UN PRI), 2019. 

Our Ambitions

Amundi aims to integrate ESG criteria into a mainstream in investment processes and voting policies. Amundi released its 9 ambitions to be achieved by end of 2021. It is part of our fiduciary duty to our clients, and we are convinced that an ESG-compliant company is better equipped to outperform in the long run.

Make ESG investing the main stream
  • 100% ESG Integration with all of Amundi's actively managed open-ended funds maintaining a higher ESG score than their benchmark index by end of 2021.
  • 100% coverage for ESG analysis supported by Amundi’s strong in-house team of ESG analysts.
  • 100% integration of ESG in voting by end of 2021.
Foster innovation through responsible investing
  • Accelerating development of innovative solutions for financing climate-positive development and energy transition.
  • Expanding investments in the social economy, extending Amundi's reach of social impact investing in Europe and beyond.
  • Doubling our ESG passive management footprint and implementing a systematic exclusion of the worst-rated companies and develop innovative ESG overlay solutions.
Take a responsible approach to accompany and advise investors
  • Enhancing strategic advice and services, working alongside both institutional and retail partners.
  • Sharing knowledge and best practices through the ‘Amundi Executive Program’.
  • Amundi contributes to thought leadership through the Medici Committee think tank and will continue to publish research dedicated to ESG investing.

Our Policy

A Targeted Exclusion Policy

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

Highlights - Amundi makes the top 10 of Voting Matters 2020 rankings

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.

Learn more about our Voting Policy