Amundi US launches ESG strategy that seeks to outperform S&P 500

Rick Steves

Amundi’s Responsible investing team includes more than 45 specialists, and its ESG analysis covers more than 13,500 issuers across debt and equity.

The US-based operation of Amundi has expanded its range of ESG strategies in the United States with the launch of an actively managed strategy: Amundi US Equity ESG Improvers SMA.

The new ESG strategy offers exposure to ESG-related growth potential by investing in companies that have embraced, or will embrace, a positive ESG trajectory within their businesses.

Amundi US Equity ESG Improvers SMA, which seeks to outperform the S&P 500, also invests in companies that are currently ESG leaders in their sectors.

For US investors looking for a core ESG holding

Lisa Jones, President and CEO of Amundi US, and Head of the Americas, said: “As we continue to expand the breadth of ESG solutions tailored to different client segments in the US, we identified an opportunity to import an innovative strategy from Amundi’s ESG Improvers range of offerings available outside the US. This ESG Improvers strategy may appeal to US investors looking for a core ESG holding with the potential to participate in the upside of companies that are expanding their focus on ESG.”

Craig Sterling, Head of Equity Research, US, and a member of the team managing the strategy, said, “We believe companies with a solid fundamental investment case, combined with a positive approach to ESG, may be well-positioned to drive alpha generation over time. This strategy is designed to bridge the gap between ESG momentum and financial performance.”

Amundi’s Responsible investing team includes more than 45 specialists, and its ESG analysis covers more than 13,500 issuers across debt and equity. Amundi managed €793 billion in responsible investment assets worldwide as of June 30, 2022.

Amundi US Equity ESG Improvers SMA expands the range of ESG strategies available in the US as the firm develops additional ESG- and climate-focused portfolios for the US market.

Amundi is Europe’s largest asset manager by assets under management and ranked among the ten largest globally. The firm’s US operation is headquartered in Boston and offers a broad range of fixed-income, equity, and multi-asset investment solutions in close partnership with wealth management firms, distribution platforms, and institutional investors across the Americas, Europe, and Asia-Pacific.

Amundi, which currently manages approximately $2.01 trillion of assets, is a subsidiary of the Crédit Agricole group and is listed on the Paris stock exchange.

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