Developing responsible finance
A well-structured analysis combined with an engagement policy
Proactive ESG integration
We became a signatory of the UN Principles for Responsible Investment (PRI) when they were created in 2006. The PRI recommend that financial players build environmental, social and corporate governance (ESG) issues into their analysis processes and investment decisions.
At Amundi, the implementation of these principles notably includes:
A distribution interface for ESG ratings, available to all the fund managers
Issuers' extra-financial ratings (both companies and countries) are circulated in real time to all our management teams and financial analysts. At any time, fund managers can consult the financial and extra-financial ratings of the stocks in their portfolios and benchmark indexes.
Exclusion of the most controversial issuers
Amundi applies strict rules for integrating ESG criteria across its active management activities (excluding index-linked UCITS and ETFs, which are constrained by their benchmark indexes):
- no direct investments in companies involved in the production or sale of anti-personnel mines and cluster bombs, prohibited by the Ottawa and Oslo conventions
- exclusion of companies involved in the production or sale of chemical, biological and depleted uranium weapons
- exclusion of companies that violate, repeatedly and seriously, one or more of the ten principles of the Global Compact
- exclusion of countries that systematically and willfully violate human rights and make themselves guilty of the worst crimes: war crimes and crimes against humanity
- exclusion of companies whose coal extraction activity exceeds 30% of their turnover or, after a qualitative and prospective analysis, companies producing 100 million tons and more of coal per year
- exclusion of tobacco companies from all open SRI funds
Solutions for all types of clients
Amundi’s expertise and size allow us to implement a wide range of responsible investment strategies as well as tailor-made ESG solutions adapted to your needs:
- in all asset classes (including index management) and all geographic areas
- according to specific customer’s reference values
- With the possibility to implement a dedicated engagement and voting policy
Rigorous socially responsible investments (SRI)
We develop a broad Socially Responsible Investment (SRI) methodology to create greater incentives. Our method is based on a best-in-class approach, selecting the companies that best comply with ESG criteria in each sector.
Amundi, leader in the French SRI market, has far-reaching international ambitions.
Amundi has been the first asset management company to obtain SRI Label created in 2016 by the Finance Ministry for several funds.
We have been also the first asset management company to obtain Afnor certification delivered by a recognised independent organization. This certification proves our commitment to our clients (governance method, guaranteed expertise, data traceability, information, responsiveness, etc.) while ensuring that our operations are controlled by an internal steering process.


Amundi SRI's management

We manage our SRI portfolios in compliance with strict, transparent rules and permanent control, independent of the operational departments.
We regularly publish transparent, up-to-date information on extra-financial analysis, our SRI approach and the management of our SRI portfolios.
Download our ESG & SRI Brochure - 2019
Amundi's Transparency
The French Asset Management Association (AFG) has prescribed as mandatory the publication of a Code of Transparency for all SRI funds. This document will provide investors with information on product characteristics. Its purpose? To enable investors to make decisions based on objective criteria: fund's SRI philosophy, ESG analysis process, investment policy and the management company's engagement and voting policies.
