A Unique, Fundamental Approach to ESG Investing

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

   

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Notation - June 2024
© 2024 Morningstar. All Rights Reserved. The information, data, analyses and opinions (“Information”) contained herein: (1) include the proprietary information of Morningstar; (2) may not be copied or redistributed; (3) do not constitute investment advice; (4) are provided solely for informational purposes; (5) are not warranted to be complete, accurate or timely; and (6) may be drawn from fund data published on various dates. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and do not make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.
 

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