Achieving a fair

transition, together

For our clients

For our employees

For the environment and society

Achieving a fair

transition, together

For our clients

For our employees

For the environment and society

Yves Perrier, Chair of the Board of Directors of Amundi

“In 2021, Amundi continued on a trajectory of profitable growth that continues to benefit from strategic initiatives the company has brought to fruition over the past years. Newly signed partnerships and newly launched subsidiaries – notably in China, alongside Bank of China – as well as acquisitions like that of Sabadell Asset Management in Spain, have increased the geographical diversity of Amundi’s activities. The successful launch of Amundi Technology and the integration of Lyxor are other examples. Amundi will continue along a path fully aligned with the project of the Crédit Agricole Group, enhancing its trajectory in the years ahead.”

Valérie Baudson, Chief Executive Officer of Amundi

“To continue on the path of profitable growth, Amundi has set itself ambitious new goals. The first of these is already part of the firm’s DNA: to continue and amplify its commitment to a fair environmental transition. The “2025 Ambition” plan aims to increase our ESG involvement in multiple ways, from the savings and investment solutions we offer our clients and the engagement we undertake with companies to our own internal commitments. This plan rests on a conviction as well: that increasing commitments across environmental and social issues will be Amundi’s number one lever for growth in the coming years, in every geography.”

More information

Key figures as of 31/12/2021

More than 35

countries

5,300

employees⁽⁵⁾

^€2,064bn

Assets under management⁽³⁾

^€847^bn

Assets under responsible investment management⁽⁴⁾

The No. 1

European asset manager in the global top 10⁽¹⁾

The highest

market capitalisation in Europe⁽²⁾

More than 35

countries

5,300

employees⁽⁵⁾

^€2,064bn

Assets under management⁽³⁾

^€847^bn

Assets under responsible investment management⁽⁴⁾

The No. 1

European asset manager in the global top 10⁽¹⁾

The highest

market capitalisation in Europe⁽²⁾

Our business lines

Offering savings and investment solutions

Amundi offers a full range of expertise in both active and passive management, in traditional and real assets, within dedicated and integrated investment platforms.

Providing advice and services

Amundi has local and specialised teams to understand and provide optimum support to its clients – both Retail and Institutional – according to their specific needs.

Offering technological tools

Through Amundi Technology, Amundi offers technological solutions and innovative services for the savings industry: asset managers, Institutional investors, private banks, distributors of savings products and custodians.

Discover our business lines

2018-2021 ESG plan: becoming a 100% responsible player

Allocation of
savings to
productive
and responsible
investment

Integration of ESG in 100% of actively managed open-ended funds

With the objective of achieving an ESG rating higher than that of the benchmark universe.⁽⁶⁾

100%

of actively managed open-ended funds⁽⁶⁾

as of 31/12/2021

Increase passive assets to €70bn

In 2018, Amundi had €19bn in passive responsible investments.

€95bn

in passive management

as of 31/12/2021

Development of specific initiatives for the environmental transition or social cohesion to reach €20bn

In 2018, Amundi had €10bn of assets under management in specific initiatives.

€35bn

in Climate and Social solutions

as of 31/12/2021

Promotion of investments in the social and solidarity economy

In 2018, Amundi managed €200 million in the Amundi Finance et Solidarité fund.

€440m

Amundi Finance et Solidarité fund

as of 31/12/2021

Ongoing dialogue
with issuers for more
sustainable practices

Analysis scope extended to 8,000 issuers

In 2018, Amundi covered 5,500 issuers through its proprietary ESG rating.

13,500

issuers rated

as of 31/12/2021

Systematic consideration of ESG dimension in voting

100% of Amundi’s votes take into account ESG considerations.⁽⁷⁾

100%

as of 31/12/2021

Discover our new societal plan « 2025 Ambition »

Strengthen our range of savings solutions for sustainable development

1

Integrate a new environmental transition rating in actively managed⁽⁶⁾ open-ended funds. These funds will integrate an assessment of companies’ decarbonisation efforts and the development of their green activities.

2

Offer, across all asset classes, open-ended funds with a Net Zero 2050 investment objective.

3

Reach €20bn of assets in impact funds to support investments that contribute positively to the environmental and social cohesion dimensions

4

Reach 40% of ESG funds in the ETF range so as to accelerate and deploy access to responsible investment.

5

Develop ALTO⁽⁸⁾ Sustainability, a technology support in decision-making for investors on environmental and societal issues.

Amplify our outreach to companies

6

Extend to 1,000 additional companies the scope of companies with which Amundi engages in an ongoing climate dialogue, so that they define credible strategies for reducing their greenhouse gas emissions, and the terms of alignment (compensation, General Meetings).

7

As from 2022, exclude from our investments companies that carry out more than 30% of their business⁽⁹⁾ in unconventional hydrocarbons.⁽¹⁰⁾

Set internal alignement goals that match the commitment

8

Broadly integrate ESG objectives into compensation policy.

9

Reduce our greenhouse gas emissions by 30% per employee in 2025 compared with 2018.

10

Present our climate strategy to our shareholders: “Say on Climate”.