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.

Our strengths

Leading European asset manager with USD 906 billion under management in ESG integration

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

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

Discover your space dedicated to SRI and social impact management

Discover our services

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.

Our solutions do not offer a performance or capital guarantee and present a risk of capital loss