Business Case

31 July, 2025

Building long-standing and sustainable partnerships

# Pension Investment

Context and challenges

>15

years working together

2008

start of the partnership

different asset classes

Setting the scene

A client of Amundi, a long-established Asian pension fund, became a signatory of the United Nations-supported Principles for Responsible Investment (UNPRI) in 2019.

This development:

Confirmed the position of the fund as a regional leader in sustainable finance
Expands on its existing socially-conscious investment practices and exclusion policy for sectors and companies involved in unethical activities
Further aligns the interests of the fund with younger generations of Asian savers and their growing preference for responsible investing. These young savers will soon make up the majority of the fund's members.

Objective 1

Formalise commitment to responsible investing and promote ESG best practices.

Objective 2

Work towards aligning investment portfolios with the fund’s ESG objectives and net-zero targets.

Objective 3

Build a sustainable portfolio delivering returns and resilience to address long-term challenges.

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Albert Tse

CEO Amundi South Asia

Working closely with the fund over a number of years, we have built a strong partnership that grows and adapts with their evolving needs.

Albert Tse, CEO Amundi South Asia

Our approach and solution

As a long-standing partner, managing several existing investment strategies for the fund, we were approached to participate in the search for a new global equity ESG investment strategy in 2019.
After an exhaustive selection and due diligence process, we were selected as the new investment manager in late 2021.

Crucial to the win were:

Leadership

Our position as a market leader in responsible investing and broad expertise in ESG-related topics

Suitability

An investment offer that corresponded to the client’s needs

Collaboration

The successful partnership built over many years

The Covid-19 pandemic delayed the project, but the client successfully launched its first ESG fund managed by Amundi in 2023.

The bottom-line

From investment manager to solution provider

Since the relationship started in 2008, we have built a trusted partnership with the pension fund, providing them with a broad range of solutions.

With extensive experience in responsible investing across asset classes, we had all the tools to support the client’s sustainability goals.

From investment manager to solution provider

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