Home Personal Finance Added Amundi US flagship fairness technique with ESG focus to UBS segregated...

Added Amundi US flagship fairness technique with ESG focus to UBS segregated account platforms

Added Amundi US flagship equity strategy with ESG focus to UBS segregated account platforms

BOSTON–(BUSINESS WIRE). Monetary Companies Inc. launched Allocation Program (AAP) platforms efficient March 25, 2022. The technique known as Pioneer Giant Cap Core SMA.

US giant cap core technique has a historical past relationship again to 1928 when the Pioneer Fund was based, one of many first mutual funds to implement a socially accountable funding idea.1 Monetary and ESG (Environmental, social, governance) and weight them appropriately within the portfolio. The portfolio’s core method provides it the flexibleness emigrate throughout the expansion and worth spectrum and search engaging funding alternatives, favoring corporations that we imagine profit from long-term expertise themes.2

Lisa Jones, President and CEO of Amundi US and Head of the Americas, mentioned: “We’re delighted to be a part of UBS’s SMA providing and sit up for serving their shoppers with our flagship ESG-focused fairness technique . Our intensive expertise with this funding technique provides us confidence that our SMA can play an necessary function in serving to UBS shoppers obtain their long-term monetary objectives.”

Charles H. Irace, Director, Segregated Accounts Program Supervisor, UBS International Wealth Administration, mentioned: “We stay targeted on offering the absolute best advisory services and products to our shoppers throughout the business. The Pioneer Giant Cap Core SMA with ESG focus will increase investor selection and provides higher differentiation to fulfill our shoppers’ distinctive wants, outcomes and funding objectives.”

1 UBS Sustainable Investing. “Including Worth(s) to Investing.” March 2015

2 The Pioneer Giant Cap Core SMA is included in UBS’s program that gives choose SMAs at simplified, all-inclusive pricing with no further administration payment.

Essential info

Funding advisory companies are offered by Amundi Asset Administration US, Inc. Not all Amundi services and products can be found in all jurisdictions. The Amundi Asset Administration brand used on this doc refers solely to a trademark of Amundi and doesn’t discuss with any service or product provided or manufactured by Amundi Asset Administration SAS, headquartered in Paris. Amundi US isn’t affiliated with UBS Monetary Companies.

About Amundi USA

Amundi US is the US enterprise of Amundi, Europe’s largest wealth supervisor by belongings underneath administration and one of many prime ten on this planet[1]. Boston is one in all Amundi’s prime six world funding hubs[2] and provides a variety of mounted revenue, fairness and multi-asset funding options in shut partnership with wealth administration companies, distribution platforms and institutional buyers within the Americas, Europe and Asia Pacific.

With our monetary and extra-financial analysis capabilities and longstanding dedication to accountable investing, Amundi is a significant participant within the wealth administration panorama. Amundi clients profit from the experience and recommendation of virtually 5,300[3] Staff in 36 nations. A subsidiary of the Crédit Agricole group, listed on the Paris Inventory Alternate, Amundi at present has roughly $2.33 trillion in belongings underneath administration[4].

Amundi, a trusted accomplice who works on daily basis within the pursuits of our clients and society


Comply with us on linkedin.com/firm/amundi-us/ and twitter.com/amundi_us.

Supply: IPE “Prime 500 Asset Managers” revealed June 2021, primarily based on belongings underneath administration as of 12/31/2020 Boston, Dublin, London, Milan, Paris and Tokyo Consolidated Amundi and Lyxor inside workforce as of 01/01. 2022 Amundi knowledge as of 12/31/21

Shareholder Inquiries: Please contact your monetary adviser or go to www.amundi.com/us.

Dealer/Marketing consultant inquiries please contact: 800-622-9876

Media inquiries please contact: Geoff Smith, 617-504-8520

About UBS International Wealth Administration

Because the world’s largest wealth supervisor, UBS International Wealth Administration gives complete recommendation, options and companies to rich households and people around the globe. Shoppers working with UBS profit from a completely built-in vary of wealth administration expertise and experience, together with wealth planning, funding administration, capital markets, banking, lending, and institutional and company monetary recommendation.

Amundi Asset Administration US, Inc.

60 State Avenue, Boston, MA 02109

©2022 Amundi Asset Administration USA

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