Our team aims to support major challenges towards a more inclusive economy and has been doing so for the last ten years. The next stage will consist of investing in projects outside France, build innovative solutions and address new schemes in particular towards the decarbonised economy known as the Net Zero economy.
Impact Investing combines the pursuit of financial returns with measurable social and / or environmental performance.
With around €500m of Aum¹, 53 social businesses funded and a dedicated team of 6 people, the Impact Investing team at Amundi has been managing the largest social Impact Investing strategy in France, funded with 5 investment themes aimed at meeting the essential needs of men and women.
How to contribute bringing forward environmental and social cohesion issues
A key player in social and environmental impact investing which specialises on private Impact Investing in Europe, and more specifically in France
Our investment strategy
Focus on five Impact Investing themes
Impact Investing is combining the pursuit of financial returns with measurable social and environmental performance. Impact Investing is organised around investment themes that are aligned with the United Nations’ 17 Sustainable Development Goals2 and is selecting investees in order to provide solutions to the main social and environmental issues.
The goal of these five themes is to meet the basic needs of women and men by facilitating:
- Access to decent housing, one of the factors of social cohesion
- Access to a meaningful job, a factor for social inclusion
- Access to healthcare
- Access to education and training
- The environment preservation and a fair access to natural ressources
Measurability is key for impact investing, together with intentionality and additionality. These core principles are at the heart of Amundi’s Impact Investing’s investment process.
The Impact Investing team analyzes both financial and impact performance, ranks companies between 1 and 10 and has established clear Key Performance Indicators including the number of people housed, the number of jobs created or maintained, the number of beneficiaries of healthcare services, the number of people trained and the number of tones of recycled waste, just to name a few.
Focusing on companies that contribute to the common good is part of the Impact Investing team’s DNA.
Our current offer
Amundi has been managing the largest social Impact Investing strategy in France for the last ten years.
Amundi has developed a social investing offering that falls squarely within a booming sector in France and in a few other countries, in particular thanks to a favourable ecosystem and employee savings plans.
The strategy was created with an « impact First » approach which has enabled the team to support companies from the social and solidarity economy in France over the long-term.
The Impact Investing team supports their long-term development with patient capital. And it works to multiply their positive impact. This programme is symbolic of Amundi's commitment to savers and investors who care about both the most vulnerable people and social enterprises.
The strategy has enabled:
have been created or preserved
have access to care
of waste collected
MyRetailBox is a French company specialising in bulk selling and was founded in 2013.
Ecodrop is a company created in 2017 that specialises in managing waste from working sites.
For more information on Impact Investing at Amundi, please visit our dedicated website:
https://amundi.oneheart.fr / or read our brochure
How can we best integrate ESG into the heart of our investment processes?
ESG has been an integral part of the DNA of Amundi's Impact Investing team since 2011.
Integrating ESG into impact investing is part of Amundi's strategy to establish itself as a leading asset manager in responsible investment.
Discover our assets
Amundi’s Impact Investing team has been managing the largest social Impact Investing strategy in France with €500m of AuM, 53 social businesses funded with 5 investment themes aimed at meeting the essential needs of men and women'.