Impact Investing

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.

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.

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:

For more information on Impact Investing at Amundi, please visit our dedicated website:

https://amundi.oneheart.fr / or read our brochure

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.

1. Source : Amundi including investments managed on behalf of other expertise (30/06/2023).
2. The Sustainable Development Goals (SDGs) are a collection of 17 interlinked global goals designed to be a "blueprint to achieve a better and more sustainable future for all". The SDGs were set up in 2015 by the United Nations General Assembly and are intended to be achieved by the year 2030.
3. Amundi Finance & Solidarité, 30/06/2023.