Impact Investing combines the pursuit of financial returns with measurable social and / or environmental performance.
With around €500m of Aum¹, 53 social businesses funded and a dedicated team of 6 people, the Impact Investing team at Amundi has been managing the largest social Impact Investing strategy in France, funded with almost €5bn¹ from solidarity-based employee savings schemes and large investors.
Our team aims to support major challenges towards a more inclusive economy and has been doing so for the last ten years. The next stage will consist of investing in projects outside France, build innovative solutions and address new schemes in particular towards the decarbonised economy known as the Net Zero economy.
€500M
of AuM1
53
social businesses funded1
#1
French social impact fund3
Impact Investing is combining the pursuit of financial returns with measurable social and environmental performance. Impact Investing is organised around investment themes that are aligned with the United Nations’ 17 Sustainable Development Goals2 and is selecting investees in order to provide solutions to the main social and environmental issues.
The goal of these five themes is to meet the basic needs of women and men by facilitating:
Measurability is key for impact investing, together with intentionality and additionality. These core principles are at the heart of Amundi’s Impact Investing’s investment process.
The Impact Investing team analyzes both financial and impact performance, ranks companies between 1 and 10 and has established clear Key Performance Indicators including the number of people housed, the number of jobs created or maintained, the number of beneficiaries of healthcare services, the number of people trained and the number of tones of recycled waste, just to name a few.
Focusing on companies that contribute to the common good is part of the Impact Investing team’s DNA.
Amundi has been managing the largest social Impact Investing strategy in France for the last ten years.
Amundi has developed a social investing offering that falls squarely within a booming sector in France and in a few other countries, in particular thanks to a favourable ecosystem and employee savings plans.
The strategy was created with an « Impact First » approach which has enabled the team to support companies from the social and solidarity economy in France over the long-term.
The Impact Investing team supports their long-term development with patient capital. And it works to multiply their positive impact. This programme is symbolic of Amundi's commitment to savers and investors who care about both the most vulnerable people and social enterprises.
Housing for
17,450 people
63,811 jobs
have been created or preserved
530,159 people
have access to care
768,851 tonnes
of waste collected
MyRetailBoxMyRetailBox is a French company specialising in bulk selling and was founded in 2013.  |
EcodropEcodrop is a company created in 2017 that specialises in managing waste from working sites.  |
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Amundi’s Impact Investing team has been managing the largest social Impact Investing strategy in France with €408m of AuM, 52 social businesses funded with almost €5bn1 from solidarity-based employee savings schemes.
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1Source : Amundi including investments managed on behalf of other expertise (30/06/2023).
2The Sustainable Development Goals (SDGs) are a collection of 17 interlinked global goals designed to be a "blueprint to achieve a better and more sustainable future for all". The SDGs were set up in 2015 by the United Nations General Assembly and are intended to be achieved by the year 2030.
3Amundi Finance & Solidarité, end of June 2023
