Question 1

What is CSR at Amundi? How does it relate to ESG?

Accepted Answer

At Amundi, our ambition as a responsible company is fully aligned with our purpose: to act every day in the best interests of our clients and society. It is deployed through two complementary levers: CSR, which concerns our own operations, and ESG, which applies to our portfolios and our role as an investor.This approach is based on a principle of exemplary conduct: we apply to ourselves the requirements we expect companies to meet. CSR thus reflects our responsibility in the conduct of our activities, while ESG is a key lever of our role as an investor, notably through the integration of ESG criteria into our investment processes, shareholder engagement and voting.In this respect, at Amundi, CSR relates to Amundi’s responsibility as a company, while ESG relates to its responsibility in asset management and in supporting the companies in which we invest.

Question 2

Does Amundi have a CSR policy?

Accepted Answer

Amundi has defined a CSR policy, set out in its sustainability report. Amundi’s purpose is to act every day in the best interests of its clients and society. Social commitment is one of the company’s four founding pillars. It is based on three convictions:economic and financial players have a social responsibility;integrating ESG criteria into investment decisions is a source of long-term performance;accelerating our ESG commitments will be a major growth driver worldwide.ESG and CSR considerations are fully embedded in Amundi’s 2028 Medium-Term Strategic Plan.For more information, please refer to the sustainability report, presented in Chapter 3 of the 2025 Universal Registration Document, available on Amundi’s website.

Question 3

Does Amundi have a dedicated CSR governance?

Accepted Answer

Amundi relies on a governance framework structured around its Board of Directors and dedicated committees to steer its responsible business strategy.For more information, please refer to Chapter 3.2.1 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 4

Does Amundi have a dedicated CSR team?

Accepted Answer

The CSR team, which reports to the General Secretary, works closely with the Responsible Investment, Compliance, Risk and Human Resources teams.Its main responsibilities are to structure the CSR strategy and priorities, develop extra-financial reporting and monitor Amundi’s carbon footprint.For more information, please refer to Chapter 3.2.1 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 5

Does Amundi have CSR certifications? Which ones?

Accepted Answer

Amundi holds several CSR-related certifications: its Paris headquarters is certified BREEAM In-Use (“Very Good”), and Block 4 has held the OsmoZ label since 2025. In Austria, Amundi holds the OekoWin certification; in Ireland, work is underway to achieve BER B1 levels and LEED Gold ID&C certification. Amundi is also certified ISO 37001 for its anti-corruption management system.For more information, please refer to Chapter 3.2.4.2 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 6

Has Amundi been assessed by EcoVadis?

Accepted Answer

Crédit Agricole S.A. (including Amundi) was assessed by the independent third-party rating agency EcoVadis at Group level. The Group achieved an overall score of 68/100 and a bronze medal in 2026.For more information, please refer to the sustainability report, presented in Chapter 3 of the 2025 Universal Registration Document, available on Amundi’s website.

Question 7

Does Amundi have a responsible purchasing policy?

Accepted Answer

Amundi has adopted a “Supplier relations and payment practices” policy, integrated into Amundi’s Code of Ethics. It is based on commitments such as the United Nations Global Compact, the Diversity Charter and the Responsible Supplier Relations Mediation Charter.Amundi is also involved in the CSR initiatives of Crédit Agricole Group’s Purchasing function, focusing on three areas: procurement decarbonisation, inclusion and shorter invoice processing times.For more information, please refer to Chapter 3.5.3 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 8

Does Amundi respect major international principles (UN, ILO)?

Accepted Answer

Amundi conducts its CSR strategy in line with locally and internationally recognised charters, including:United Nations Global Compact (2003)Diversity Charter (2008)Women’s Empowerment Principles of the UN Global Compact (2022)Crédit Agricole S.A. / Uni Global Union Global Agreement (2023–2027)7th Crédit Agricole S.A. Group Disability Agreement (2026–2028)Beyond these public commitments, Amundi also complies with internal charters (Crédit Agricole Group Code of Ethics, Amundi Code of Conduct, Responsible Purchasing Charter).For more information, please refer to Chapter 3.3 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 9

Does Amundi measure client satisfaction?

Accepted Answer

Amundi measures client satisfaction through the Client Recommendation Index (IRC), the French equivalent of the Net Promoter Score (NPS), which assesses client engagement and their willingness to recommend Amundi.Partner banking networksIn 2025, IRC surveys were conducted in three countries among nearly 9,000 advisers. Amundi’s results have been in the positive half of the scores for several years across all sectors.Institutional clientsIn 2025, 81 institutional clients responded to the satisfaction survey. The IRC stood at 40, up 5 points year on year, and 84% of respondents rated their experience with Amundi as very good or excellent.For more information, please refer to Chapter 3.4.2.3 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 10

Does Amundi share management fees with charitable causes?

Accepted Answer

Amundi offers funds that share a percentage of their management fees with associations working in education, employment, climate or oceans, among other areas. Amundi also offers solidarity and sharing funds through several networks.For more information, please refer to the sustainability report, presented in Chapter 3 of the 2025 Universal Registration Document, available on Amundi’s website.

Question 11

How does Amundi engage with its stakeholders?

Accepted Answer

Amundi’s key stakeholders are its clients, employees, social partners, shareholders, suppliers, regulatory authorities, and NGOs.Regular dialogue with these stakeholders enables Amundi to integrate their expectations into its sustainable development strategy:Clients: regular consultations through surveys and round tables;Employees: discussions with employee representatives on working conditions and engagement;Civil society: meetings with associations and NGOs;Shareholders: meetings with General Management through financial and ESG analysts;Rating agencies: interaction during annual review exercises;Suppliers: relationships built through sustainable partnerships.Amundi also participates, directly or through industry bodies, in consultations and discussions on national, European and international regulatory initiatives aimed at developing sustainable finance.For more information, please refer to Chapter 3.1.3.2 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 12

Does Amundi have a carbon neutrality target?

Accepted Answer

Amundi supports global carbon neutrality objectives and works to align its investments with a net-zero emissions goal by 2050 through its net-zero range, while also reducing its own emissions. However, Amundi does not describe itself as “carbon neutral”, as this concept can only apply at a global or territorial level. Amundi is also a member of the Net Zero Asset Managers (NZAM) initiative, which brings together asset managers committed to investments aligned with carbon neutrality.For more information, please refer to Chapter 3.2.4 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 13

Does Amundi have a science-based transition plan?

Accepted Answer

Crédit Agricole S.A. is “Committed” to the SBTi (Science Based Targets initiative). At group level, as a subsidiary of Crédit Agricole S.A., Amundi applies the Group’s Climate Strategy.For more information, please refer to the sustainability report, presented in Chapter 3 of the 2025 Universal Registration Document, available on Amundi’s website.

Question 14

What are Amundi’s carbon commitments?

Accepted Answer

Amundi’s analysis of Group CO2 emissions identified three main sources: energy consumption, business travel and purchases of goods and services. Amundi has set reduction targets of -41% per FTE by 2028 and -50% by 2030 for emissions linked to energy and business travel by train and air, compared with 2019. The Group also gives preference to suppliers committed to a science-based net-zero approach.For more information, please refer to Chapter 3.2.4 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 15

What is Amundi’s carbon footprint?

Accepted Answer

Amundi publishes its full carbon footprint every year, calculated in accordance with the GHG Protocol (Scopes 1, 2 and 3), covering 88% of its global workforce (France and subsidiaries with more than 100 employees).As of 31/12/2025, Amundi’s carbon footprint stood at 9.31 tCO₂e per FTE.For more information, please refer to Chapter 3.2.4 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 16

Does Amundi deploy environmental initiatives to raise employee awareness and reduce its internal environmental impact?

Accepted Answer

Amundi raises employee awareness of environmental issues and encourages everyday eco-friendly actions, in France and internationally. The company implements numerous actions to reduce the environmental impact of its activities, notably through awareness and internal engagement initiatives.Since 2022, Climate Fresk workshops have been offered to help employees better understand the impacts of climate change. In addition, the Go Green initiative mobilises employees every year around practical actions such as clean-up operations, tree planting and clothing collections. Amundi also supports local and global initiatives aimed at reducing environmental pressure, notably through energy savings, travel and employee awareness.For more information, please refer to Chapter 3.2.4.2 of the sustainability report, presented in the 2025 Universal Registration Document, available on Amundi’s website.

Question 17

Does Amundi comply with the applicable digital accessibility requirements for its websites, applications and digital services?

Accepted Answer

Amundi is taking a gradual approach to compliance with applicable digital accessibility requirements. A 2026-2028 multi-year accessibility plan sets out the roadmap for websites, applications, documents and digital services. The RGAA (General Accessibility Improvement Framework), the French accessibility framework, is part of a broader European framework based notably on the WCAG (Web Content Accessibility Guidelines) and the European Accessibility Act (EAA), which apply within the European Union to certain products and services.

Question 18

How does Amundi manage social, security and governance risks related to AI?

Accepted Answer

Amundi governs the use of AI through an ethical framework, a dedicated charter and mandatory training to raise awareness of bias and responsibility issues. A dedicated governance framework oversees regulatory compliance, audits, use-case traceability and the development of responsible AI. The internal Alto Studio platform was designed from the outset with security requirements, GDPR compliance, data anonymisation and human validation.For more information, please refer to the sustainability report, presented in Chapter 3 of the 2025 Universal Registration Document, available on Amundi’s website.

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