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October 11, 2021

With our partner Amundi Asset Management, at CA next bank we advise you on responsible investing

Majority-owned by the Crédit Agricole Group, Amundi is an asset management company that addresses companies and individuals. Responsible investment is a founding principle in Amundi’s asset management strategy.

Majority-owned by the Crédit Agricole Group, Amundi is an asset management company that addresses companies and individuals. Responsible investment is a founding principle in Amundi’s asset management strategy.

For example, its Amundi Valeurs Durables fund selects shares of European companies with operations in the development of green technologies: renewable energy, water management, energy efficiency, etc. The goal is to take advantage of growth opportunities in these rapidly growing sectors, while integrating ESG (environmental, social and governance) criteria into its investment strategy. Basically, that means being an actor of sustainable development and helping to solve the planet’s environmental problems.

Amundi, a global finance leader and corporate citizen

As of 31 December 2020, Amundi had €1.729 trillion in assets under management, making it Europe’s largest asset manager and one of the top players globally.

Amundi offers cutting-edge expertise and a complete set of services, covering analysis, turnkey solutions and custom tools. It continuously enhances its methodologies and requirements, excluding issuers with the lowest ESG ratings.

A natural partner of CA next bank, Amundi is a corporate citizen that aims to:

  • Apply Corporate Social Responsibility (CSR) principles to its own business operations.
  • Offer an assortment of funds that meet Socially Responsible Investment (SRI) principles based on Environmental, Social and Governance (ESG) criteria that are measured and met.

As at the end of 2020, Amundi was managing €378 billion in responsible investment assets.

In 2021, Amundi continues to apply ESG criteria on a wider scale within 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. “Savings can be allocated by taking into consideration not only their financial performance but also their overall impact on society,”, says Jean-Jacques Barbéris, Director of the Institutional and Corporate Clients Division and ESG at Amundi.

“Another key area we’re focusing on is to continue developing and distributing innovative solutions in response to climate and social issues,”, adds Elodie Laugel, Head of Responsible Investment at Amundi.

Amundi, a multiple award winner

Amundi’s policy has gained widespread recognition and many honours:

  • In 2020, Amundi was again awarded the highest possible score, A+, by the PRI1 for its responsible investment approach.
  • First place in the Extel2/UKSIF3 SRI & Sustainability ranking, from 2015-2019 in the Asset Management Best Firms category for SRI/ESG.

Now, all Amundi open-ended funds4 provide an analysis of the social and environmental impact of their investments. This is one of the targets set as part of Amundi’s ambitious plan to integrate ESG criteria into its fund management strategy as a standard practice.

Now you know our partner Amundi better. We’re working together to offer a wide range of investment funds that incorporate CSR criteria into their management philosophy.

Discover our funds

1 PRI: Principles for Responsible Investment (3,000 signatories).
2 Extel is a UK financial information company.
3 UKSIF stands for UK Sustainable Investment and Finance Association.
4 All actively managed open-ended funds, managed by investment companies within Amundi group, when an ESG rating methodology is applicable.

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