Building on our history of sustainable investing

Sharing a Vision for our Future

Amundi Pioneer recently hosted Responsible Investing Symposiums in Boston and New York, discussing how we believe being a trusted partner means being a responsible partner. Learn more about ESG and our vision for the future in this video.

Sustainable Investing at Amundi Pioneer

At Amundi Pioneer, sustainable investing is part of our heritage. Environmental, Social, and Governance (ESG) factors have been a core element of Amundi Pioneer’s research process and play a key role in investment decisions across our actively managed investment strategies. Our founder, Phil Carret, believed that investing in “good” companies with sustainable business models at reasonable valuations would enhance performance results over time. This approach to investing continues to be a focus of our firm today.

Amundi Pioneer integrates 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. Environmental assessment categories typically include climate change, natural resource use, waste management and environmental opportunities. Social assessment categories typically include human capital, product safety and social opportunities. Governance assessment categories typically include corporate governance, business ethics and government and public policy.

Our Strengths

We've strengthened our resources dedicated to ESG

Tailored strategies that incorporate ESG objectives

Our parent company, Amundi, is a leading player with €170 bn ESG assets under management1

Amundi Pioneer’s research and investment processes are further strengthened by leveraging the extensive experience and ESG related resources of our parent company, Amundi Asset Management (“Amundi”). With approximately €170 billion in socially responsible investment-related assets under management1 Amundi is one of Europe’s largest ESG investors.

The integration of Amundi Pioneer and Amundi insights results in 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.  We believe the firm is well suited to pursue mandates focused on investing in companies with good ESG practices, while pursuing our primary objectives of growth, income generation and/or capital preservation. 

1 Amundi figures as of March 31, 2018.

ESG Leadership

Investing in companies with sustainable business models and strong competitive positions has been a core focus of our firm for decades. Our view is that ESG factors are becoming increasingly important in understanding investment risk and our ability to identify companies that have the potential to outperform over the long-term.

 Ken Taubes, Chief Investment Officer, US, Amundi Pioneer

Tailored ESG Strategies

Resources

   

How ESG Investing has Impacted the Asset Pricing in the Equity Market

This discussion paper goes into more depth on Amundi’s 2010-2017 research and findings on ESG investing and the equity market. The study focused on three types of ESG strategies: active management (or stock picking portfolios), passive management (or optimized index portfolios) and factor investing portfolios.

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Investing for our Future: Mobilizing Investors and Innovating Against Climate Change 

We believe that faced with capital preservation objectives, both investors and asset managers cannot ignore risks posed by climate change. Not only is managing and mitigating climate change-related risks aligned with long-term objectives, investors and asset managers also have a key role to play in financing the energy transition.

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ESG Investing & Equity Asset Pricing: Key Findings

Amundi’s academic study, conducted 2010-2017, found significant results highlighting the impact of ESG investing on investment returns. Key findings outline unique diversification and risk profiles.

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Climate Capabilities: Favoring the Energy Transition

The impact of climate change on our environment has become more visible and the growing environmental consequences of global warming is expected to have significant impact on humanity. Asset managers and investors can participate in managing and mitigating climate-related risks.

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