A Unique, Fundamental Approach to ESG Investing, celebrating 30 years

Seeking sustainable businesses that meet the needs of today's generation, without compromising the next.

   

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Notation - August 2022
© 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

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