Amundi

On March 5, 2021, the Financial Conduct Authority (FCA) confirmed that all LIBOR settings will either cease to be provided by an administrator or no longer be representative:

• immediately after 31 December 2021, in the case of all Sterling, Euro, Swiss Franc and Japanese Yen settings, and the 1-week and 2-month US Dollar settings; and
• immediately after 30 June 2023, in the case of the remaining US Dollar settings (O/N, 1, 3, 6, and 12-month).

Download find below key information concerning this upcoming event and its impact

Application of MiFID directive

The European Directive on Markets in Financial Instruments (MiFIDII) entered into effect on 1 January 2018.

Please find below the key information concerning this regulation.

Enforcement of ESMA guidelines

The “Guidelines on ETFs and other UCITS issues” published by the European Securities and Markets Authority (ESMA) on 12 December 2012 came into force on 18 February 2013.

You will find below the policy applicable to UCITS subject to these Guidelines in terms of financial guarantees.

Amundi’s application is under consideration by the UK’s Financial Reporting Council and is not yet signatory to the UK Stewardship Code 2020 until the present application has been accepted and the first list of signatories published. 

ESG / SRI legal disclosure obligations

Go directly to our Corporate website section "A committed player"

The European Shareholder Rights Directive 2 requires asset managers to disclose publicly their engagement and voting policy. For several years, Amundi has choose to share these policies on its website with its investors. You will find below all the documents covering the Directive’s requirements.

Amundi’s engagement policy is articulated around three main axes: engagement for influence, ongoing engagement and engagement through voting. It is an essential part of Amundi’s fiduciary duty and its role as responsible investor.

The monitoring of the investee companies is organized as follows, depending on the management platform concerned:

• For active management strategy: investment cases are discussed and documented by the equity research analysts. Buy rated stocks are followed based on frequent research updates. The investment case is based on the Research team company report, supported by Valuation & Model updates when required. Feedback of meetings with the Company, as other engagement actions by the Research team, are documented diligently
• For passive management strategy: monitoring is mainly done through the engagement and the voting at general meetings.

Information relating to the European Shareholder Rights Directive 2 is presented in the documents below and in the dedicated section "Voting policy".