With Amundi Asset Management, a partner of CA next bank, we can advise you on responsible investment.

Published on October 10, 2021Reading time 4 min.
No alt text defined

Ethical finance, responsible investment, consideration of social and environmental criteria, the search for sustainable investments in every sense of the word... Investment is becoming increasingly committed, in the image of increasingly involved investors. With our partner Amundi, we're taking on the challenges of these new sensitivities and offering you innovative solutions.

4 min.

Majority-owned by the Crédit Agricole Group, Amundi is an asset management company serving corporate and retail clients, with responsible investment as one of the founding pillars of its business.

Its Amundi Valeurs Durables mutual fund, for example, selects shares in European companies whose activities are linked to the development of green technologies: renewable energies, water management, energy efficiency, etc. The aim is to take advantage of growth opportunities in these fast-expanding sectors, while integrating ESG (environmental, social and governance) criteria. In other words, being a player in sustainable development and helping to solve the planet's environmental problems.

Amundi, a global financial player and corporate citizen

At 31 December 2020, Amundi had €1,729 billion in assets under management, making it the leading asset management company in Europe and one of the world's leading players in the sector.

Amundi has cutting-edge expertise and offers a comprehensive range of services, including analysis, turnkey solutions and customised tools. It is constantly updating its methodologies and requirements, excluding issuers with the lowest ESG ratings.

As a natural partner of Crédit Agricole next bank, Amundi is committed to corporate citizenship:

  • Apply the principles of corporate social and environmental responsibility (CSR) to its own operations.
  • Offer a range of funds that meet the principles of socially responsible investment (SRI), based on environmental, social and governance (ESG) criteria that are measured and respected.

At the end of 2020, Amundi managed €378 billion in responsible investment.

In 2021, Amundi will continue to mainstream ESG criteria into its fund offering: "We are convinced that the systematic integration of ESG criteria into investment policies has a positive impact on long-term financial performance. It also allows savings to be allocated taking into account, beyond financial criteria, their impact on society in general", explains Jean-Jacques Barbéris, Head of Institutional & Corporate Clients and ESG at Amundi.

"Another major focus of our ambitions is to continue developing and distributing innovative climate and social solutions," adds Elodie Laugel, Head of Responsible Investment at Amundi.

Amundi, winner of several awards

Amundi's approach has been recognised and rewarded:

  • In 2020, Amundi once again received the highest rating, A+, from the PRI1, for its responsible investment approach.
  • From 2015 to 2019, Amundi was rewarded by the Extel2 /UKSIF3 ranking, in the "Asset Management best firms for SRI/ESG" category.

All of Amundi's open-ended funds4 now include an environmental and social impact analysis of the companies in which they invest . This was one of the objectives set as part of Amundi's ambitious plan to mainstream ESG criteria into the management of its funds.

You are now more familiar with our partner Amundi. With them, we offer a wide range of investment funds that integrate CSR criteria into their management philosophy.

  • 1 PRI: Principles for Responsible Investment (3000 signatories).
  • 2 Extel is a British financial information company.
  • 3 UKSIF stands for "UK Sustainable Investment and Finance Association".
  • 4 All open-ended actively managed funds managed by Amundi Group asset management companies, where an ESG rating methodology is applicable.