Building on our History of Sustainable Investing

 

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.* 

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

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.

 

Our Strengths

Sustainable 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.

Our parent company, Amundi, is a leading player with €280 billion euros 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 our parent company, Amundi Asset Management (“Amundi”). With more than €337 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.

Source: Amundi, data as of June 30, 2019.

ESG Leadership

Ken Taubes, Chief Investment Officer

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

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