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Responsible finance



A committed asset manager

  • CPR AM believes that investing in financial markets can be a way of fostering better practices among public and private sector players.
  • Selecting investments according to criteria that go beyond the simple financial aspects by introducing an Environmental (E), Social & Societal (S) and Governance (G) dimension helps to promote responsible and sustainable growth.
  • Socially Responsible Investment (SRI), the embodiment of sustainable development for the asset management industry, also offers a wider perspective on economic players which helps to assess their global risks and opportunities and therefore their long-term performance potential. To conduct this selection within the investment funds, CPR AM leverages on the extensive resources provided by Amundi Expertise ISR - the centre for extra-financial research and analysis shared by all the subsidiaries of our shareholder, the Amundi Group.
  • Recognising the importance of taking an active part in think-tanks on Responsible Investment, CPR AM attends the working groups organised by the Forum pour l’Investissement Responsable (FIR), of which we have been a member since 2011, and sits at the Commission in charge of SRI at the French Investment Association (Association Française de Gestion Financière - AFG). Alongside its shareholder, CPR AM has been committed to the Principles of Responsible Investment (PRI) promoted by the United Nations Global Compact since 2006.
  • AFNOR Certification – Service Commitment – SRI approach
    Building on its long-standing commitment in favour of responsible finance, CPR AM received the Service Commitment Certification for its “SRI approach – Environmental, Social and Governance Criteria in Portfolio Management” in February 2014. This was delivered by AFNOR Certification, the French independent certification and assessment body covering systems, services, products and people.  The standards upon which the certification process was conducted include 7 key areas of SRI-related service commitment.
  1. Competent and impartial analysis of ESG criteria
  2. Regular updates and checks on the reliability of ratings
  3. Portfolios built in compliance with the strict requirements of SRI
  4. Permanent and independent control on compliance with SRI fund management constraints
  5. Engage dialogue and vote to encourage progress
  6. Supply transparent information to clients
  7. Improve practices on a permanent basis


Investment solutions designed to address investor needs

For several years now, CPR AM has developed SRI capabilities* - with AUM close to €3 billion in 2016 - that comply with the following rules. These apply to all the portfolios run by the Amundi Group:

  • A minimum of 90% of portfolio assets rated according to ESG criteria ;
  • The limit to the portfolio’s overall ESG rating (in absolute terms) must be C minimum;
  • The portfolio’s average ESG rating must be identical or above the ESG rating of the investment universe or applicable benchmark;
  • The issuers exhibiting the poorest ratings within their industry (rated E, F or G on a scale of A to G) are excluded;
  • For funds that invest all or part of their assets in other mutual funds, the Amundi Group SRI funds are included within the rated category (overall ESG rating for the portfolio). 

*The solution might not be available in your country. Please contact us for any information regarding our SRI investment solutions.