A unique fundamental approach to ESG Investing

We believe that a standout feature of Amundi Funds Global Ecology ESG is the diversified nature of the product (part of Morningstar category EAA OE Sector Equity Ecology). Our investment process is built around 10 proprietary ESG sectors that span across the broad universe of ESG investing. Each holding within the portfolio is allocated to one of these proprietary sectors.*

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 *Diversification does not assume a profit or protect against a loss


Risk level
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Notation - February 2020
© 2019 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Investment Process

At its core, our investment approach is based on fundamental bottom-up analysis from both an ESG and Financial standpoint. Not only are we active in terms of stock level analysis, but we also have the ability to engage with companies on ESG issues.

1

Investment Universe (Global)

2

Sustainability Screening (c. 2000)
(on the basis of predefined exclusion criteria)

3

Multi-Factor Screening
(using snap shot multiples)

4

Bottom Up Fundamental + ESG Analysis
(using normalised numbers)

5

Portfolio Construction

Amundi Funds Global Ecology ESG

*part of Morningstar category EAA OE Sector Equity Ecology

Detailed product information