18-05-2021

Amundi

Amundi expands its ESG ETF range by transitioning six fixed income ETFs to ESG exposures

Amundi, Europe’s largest asset manager[1] and a pioneer in responsible investing, today announces the expansion of its ESG ETF range with the transition of six of its existing fixed income vanilla ETFs into equivalent ESG exposures.

Amundi expands its ESG ETF range by transitioning six fixed income ETFs to ESG exposures

As a long term advocate of responsible investing and a leading provider of ESG solutions, Amundi is optimally positioned to accompany investors in their ESG transition, providing them with a robust range of sustainable funds and solutions that best fits their needs and constraints.

The addition of new fixed income exposures further enhances Amundi’s range of sustainable ETFs and confirms its commitment to provide ready-to-use, cost-effective ESG solutions in an asset class experiencing accelerated investor demand over recent months.

These six products, will be added to Amundi’s ESG fixed income ETF range in the coming weeks. The expanded suite of fixed income ESG ETFs will subsequently include both investment grade and high yield corporate exposures in addition to aggregate exposures and some flagship strategies such as floating rate notes (FRNs). All of the transitioned exposures will be classified under Article 8 of SFDR.

 

Fannie Wurtz, Head of ETF, Indexing and Smart Beta business line at Amundi, says: “ESG is at the center of all of our client conversations and at the core of our product development strategy. Today, every new product is systematically considered through an ESG lens and we also continually assess the interest in transitioning to ESG exposures in line with investors’ expectations.”

 

Rotation towards ESG has been regarded as the most groundbreaking trend in the investment industry. This has been accelerated by the pandemic and is also reinforced by regulation, especially SFDR. In this context, Amundi is firmly committed to supporting clients’ transition to more sustainable investments.

 

The below table lists the Amundi ETFs transitioning to ESG exposures together with the current and future Index benchmark:

 

Fund’s name before change

ISIN Code

Index before change

Index after change

AMUNDI EURO CORPORATES UCITS ETF – EUR (C)

LU1681039647

Markit iBoxx Euro Liquid Corporates Top 75 Mid Price TCA

Bloomberg Barclays MSCI Euro Corporate ESG Sustainability SRI

AMUNDI FLOATING RATE EURO CORPORATE 1-3 UCITS ETF – EUR (C)

LU1681041114

Markit iBoxx EUR FRN IG 1-3

iBoxx MSCI ESG EUR FRN Investment Grade Corporates

AMUNDI FLOATING RATE EURO CORPORATE 1-3 UCITS ETF – GBP HEDGED (C)

LU1923163676

Markit iBoxx EUR FRN IG 1-3

iBoxx MSCI ESG EUR FRN Investment Grade Corporates

AMUNDI FLOATING RATE EURO CORPORATE 1-3 UCITS ETF – USD HEDGED (C)

LU1923163759

Markit iBoxx EUR FRN IG 1-3

iBoxx MSCI ESG EUR FRN Investment Grade Corporates

AMUNDI FLOATING RATE USD CORPORATE UCITS ETF – USD (C)

LU1681040900

Markit iBoxx USD Liquid FRN Investment Grade Corporates 100

iBoxx MSCI ESG USD FRN Investment Grade Corporates TCA

AMUNDI FLOATING RATE USD CORPORATE UCITS ETF – HEDGED EUR (C)

LU1681041031

Markit iBoxx USD Liquid FRN Investment Grade Corporates 100

iBoxx MSCI ESG USD FRN Investment Grade Corporates TCA

AMUNDI FLOATING RATE USD CORPORATE UCITS ETF – HEDGED MXN (C)

LU2098887180

Markit iBoxx USD Liquid FRN Investment Grade Corporates 100

iBoxx MSCI ESG USD FRN Investment Grade Corporates TCA

AMUNDI EURO CORPORATE FINANCIALS IBOXX UCITS ETF – EUR (C)

LU1681040066

Markit iBoxx Euro Liquid Corporates Top 75 Mid Price TCA Financials

iBoxx MSCI ESG EUR Financials TCA

 

AMUNDI EURO HIGH YIELD LIQUID BOND IBOXX UCITS ETF – EUR (C)

LU1681040496

Markit iBoxx EUR Liquid High Yield 30 Ex-Financial

iBoxx MSCI ESG EUR High Yield Corporates TCA

AMUNDI BBB EURO CORPORATE INVESTMENT GRADE UCITS ETF – EUR (C)

LU1681041387

Markit iBoxx EUR Liquid Corporates BBB Top 60

iBoxx MSCI ESG EUR Corporates BBB TCA

 

Further information about Amundi ETF can be found on the amundietf.com website.

 

 

This document and information included herein about the Amundi ETF funds is intended solely for journalists and media professionals, provided solely to enable them to have an overview of these funds, exclusively for their own independent editorial. Amundi Asset Management assumes no liability, whether direct or indirect, that may result from using any information contained in this document. In no circumstances may Amundi Asset Management be held liable for any decision taken on the basis of this information.

 

DISCLAIMER

Important information

 

Main Risks: Investment in a Fund carries a substantial degree of risk such as Risk of capital loss - Underlying risk - Volatility Risk. Before any investment, please read the detailed descriptions of the main risks in the KIID and prospectus.

 

This document is not intended for citizens or residents of the United States of America or to any «U.S. Person», as this term is defined in SEC Regulation S under the U.S. Securities Act of 1933. The « US Person » definition is provided in the legal mentions of our website.

This document is not deemed to be communicated to, or used by, any person, qualified investor or not, from any country or jurisdiction which laws or regulations would prohibit such communication or use.

The content of this document is for information purposes only and does not constitute a recommendation to buy or sell. This material is neither a contract nor a commitment of any sort. Amundi Asset Management accepts no liability, whether direct or indirect, that may result from using any information contained in this document. In no circumstances may Amundi Asset Management be held liable for any decision taken on the basis of this information.

Some of the funds or sub-funds of the Amundi Index Solutions SICAV (the ≪Funds≫) described in this document may not be authorized for distribution in your country. Before any subscriptions, the potential investor must read the offering documents of the Funds approved by the Autorité des Marchés Financiers for French Funds or by the Commission de Surveillance du Secteur Financier of Luxembourg for the sub-funds of the Luxembourg Sicav Amundi Index Solutions, including the KIID, available on amundi.com or amundietf.com or upon request from the headquarters of the Sicav or free of charge from CACEIS Bank, 1-3 place Valhubert 75013 Paris – France, French Paying Agent of the Sicav. 

Any projections, valuations and statistical analyses provided herein are provided to assist the recipient in the evaluation of the matters described herein. Such projections, valuations and analyses may be based on subjective assessments and assumptions and may use one among alternative methodologies that produce different results; accordingly such projections, valuations and statistical analyses should not be viewed as facts and should not be relied upon as an accurate prediction of future events. There is no guarantee that any targeted performance will be achieved.

The provided information is not guaranteed to be accurate, exhaustive or relevant: although it has been prepared based on sources that Amundi Asset Management considers to be reliable it may be changed without notice. Information remains inevitably incomplete, based on data established at a specific time and may change.

The information contained in this material shall not be copied, reproduced, modified, translated or distributed without the prior written approval of Amundi Asset Management, to any third person or entity in any country or jurisdiction which would subject Amundi Asset Management or any of its products, to any registration requirements within these jurisdictions or where it might be considered as unlawful.

It is the investor’s responsibility to ensure that his/her investment is compliant with the laws of the jurisdiction he/she depends on and to check if this investment is suiting his/her investment.

This document was not reviewed/stamped/approved by any financial authority.

The information contained in this material is deemed accurate as at April 2021.

Amundi Asset Management, société par actions simplifiées with share capital of 1 086 262 605   € - Portfolio manager regulated by the Autorité des Marchés Financiers (AMF or French Financial Markets Authority) under number GP04000036 – Registered office: 90 boulevard Pasteur – 75015 Paris – France – 437 574 452 RCS Paris - www.amundi.com

 

Disclaimer UK

This document is intended solely for the attention of journalists and professionals of the press/media sector. The information contained herein concerning the fund range is provided solely to enable journalists, media professionals and media to have an overview of and whatever use they make, which is exclusively for independent editorial, Amundi assumes no responsibility. The information in this document is as at May 2020 except where otherwise stated. This material is based on sources that Amundi considers to be reliable at the time of publication. Data, opinions and analysis may be changed without notice.

 

For Professional Clients only. This document is being issued in the United Kingdom by Amundi (UK) Limited, 77 Coleman Street, London, EC2R 5BJ, which is authorised and regulated by the Financial Conduct Authority (the “FCA”) under number 114503. This may be checked at https://register.fca.org.uk/ and details about the extent of regulation by the FCA are available on request. This document is only directed at persons who are Professional Clients (as defined in the FCA’s Handbook of Rules and Guidance), must not be distributed to the public and must not be relied or acted upon by any other persons.

 


1 Source IPE “Top 500 asset managers” published in June 2020 and based on AUM as of end December 2019

2 Source: IPE “Top 500 Asset Managers” published in June 2020, based on assets under management as at 31/12/2019

3 Boston, Dublin, London, Milan, Paris and Tokyo

4 Amundi data as of 31/03/2021

Amundi, the leading European asset manager, ranking among the top 10 global players[1], offers its 100 million clients - retail, institutional and corporate - a complete range of savings and investment solutions in active and passive management, in traditional or real assets.

With its six international investment hubs[2], financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.

Amundi clients benefit from the expertise and advice of 4,800 employees in more than 35 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than €1.750 trillion of assets[3].

 

Amundi ETF, Indexing and Smart Beta is one of Amundi’s strategic business areas. With over 30 years of expertise in index solutions replication and development, Amundi is a leader in ETF UCITS and a partner of choice in index management, recognised for its innovation and competitiveness. The platform is also known for its ability to develop Smart Beta & Factor Investing solutions. Responsible investment is one of the platform’s strengths, not only for open funds but also for ESG and climate solutions. The business line manages over €171 billion of assets.[4]

 

Footnotes

 

  1. ^ [1] Source: IPE “Top 500 Asset Managers” published in June 2020, based on assets under management as at 31/12/2019
  2. ^ [2] Boston, Dublin, London, Milan, Paris and Tokyo
  3. ^ [3] Amundi data as of 31/03/2021
  4. ^ [4] Amundi data as at 31/032021
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