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At Amundi Pioneer, sustainable investing is part of our heritage. Pioneer Fund, which dates back to 1928, is recognized as one of the first mutual funds to deploy socially responsible investment criteria, avoiding companies in the alcohol, tobacco and gaming industries for much of its history.*
Lisa Jones, Head of the Americas, President and CEO
of Amundi Pioneer Asset Management USA, Inc. discusses the impact and growing momentum of responsible investing and its importance in active portfolio management. Learn more about our long history and expertise in this core focus, and how to start a conversation about responsible investing.
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. The founder of Pioneer Fund, Phil Carret, believed that investing in “good” companies with sustainable business models at reasonable valuations could enhance performance results over time. This approach to investing continues to be a core 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.
*Until July 1, 2018 the Fund was not bound by such criteria in the prospectus.
Responsible investors for decades, we've strengthened our resources dedicated to ESG
We offer a range of products with high sustainability ratings and two funds that, by prospectus, incorporate ESG factors into the investment process.
Amundi is a leading player with over $300 billion of responsible assets under management1
Amundi Pioneer’s research and investment processes are further strengthened by leveraging the extensive experience and ESG related resources of Amundi Asset Management (“Amundi”). With over $300 billion1 in socially responsible investment-related assets under management, 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. As such, 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.
Learn more about our ESG Capabilities.
1 Source: Amundi, data as of December 31, 2019.
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.
Pioneer Balanced ESG Fund: On 9/1/2019, Pioneer Classic Balanced Fund was renamed Pioneer Balanced ESG Fund.
Before investing, consider the product's investment objectives, risks, charges and expenses. Contact your advisor or Amundi Pioneer for a prospectus or summary prospectus containing this information. Read it carefully. To obtain a free prospectus or summary prospectus and for information on any Pioneer fund, please download it from our literature section.
Securities offered through Amundi Pioneer Distributor, Inc.,
60 State Street, Boston, MA. 02109.
Underwriter of Pioneer mutual funds, Member SIPC.
Not FDIC insured | May lose value | No bank guarantee