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About Amundi US

Why Choose Amundi?


This Website is intended for Institutional Use Only

For purposes of this website, the term "Institutional" includes but is not
limited to sophisticated non-retail investors such as investment companies,
banks, insurance companies, investment advisers, plan sponsors, endowments,
government entities, certain high net worth natural persons and people acting
solely on behalf of Institutional Investors. Certain products and investment
services may only be available to certain qualified Institutional Investors as
more fully set forth in relevant offering documents, and as needed to satisfy
the requirements of applicable law.

Any person who is not an Institutional Investor should refer to
amundi.com/usinvestors for information on the Pioneer family of mutual funds.
This information is not intended to be published or made available to any person
in any jurisdiction where doing so would result in contravention of any
applicable laws or regulations. The user should ensure that the use of this
information does not contravene any such restrictions. It is the user's
responsibility to be informed and to observe all applicable laws and regulations
of any relevant jurisdiction. If the user is in doubt about the content of this
website or eligibility, the user should obtain independent professional advice.

Information contained within the website does not constitute an offer to buy or
solicitation to sell a security, or any other product or service, to any person
in any jurisdiction where such offer, solicitation, purchase or sale would be
unlawful under the laws of such jurisdiction.

The views and information contained within this website are those of Amundi US,
are current through the date indicated on the material, and are subject to
change at any time based on market or other conditions. Amundi US disclaims any
responsibility to update such views. These views may not be relied upon as
investment advice and, because investment decisions for Amundi US strategies are
based on many factors, may not be relied upon as an indication of trading intent
on behalf of any Amundi US strategy or portfolio. Future results may differ
significantly from those stated.

This Website is intended for Institutional Use Only
For purposes of this website, the term "Institutional" includes but is not
limited to sophisticated non-retail investors such as investment companies,
banks, insurance companies, investment advisers, plan sponsors, endowments,
government entities, certain high net worth natural persons and people acting
solely on behalf of Institutional Investors. Certain products and investment
services may only be available to certain qualified Institutional Investors as
more fully set forth in relevant offering documents, and as needed to satisfy
the requirements of applicable law.

Any person who is not an Institutional Investor should refer to
amundi.com/usinvestors for information on the Pioneer family of mutual funds.
This information is not intended to be published or made available to any person
in any jurisdiction where doing so would result in contravention of any
applicable laws or regulations. The user should ensure that the use of this
information does not contravene any such restrictions. It is the user's
responsibility to be informed and to observe all applicable laws and regulations
of any relevant jurisdiction. If the user is in doubt about the content of this
website or eligibility, the user should obtain independent professional advice.

Information contained within the website does not constitute an offer to buy or
solicitation to sell a security, or any other product or service, to any person
in any jurisdiction where such offer, solicitation, purchase or sale would be
unlawful under the laws of such jurisdiction.

The views and information contained within this website are those of Amundi US,
are current through the date indicated on the material, and are subject to
change at any time based on market or other conditions. Amundi US disclaims any
responsibility to update such views. These views may not be relied upon as
investment advice and, because investment decisions for Amundi US strategies are
based on many factors, may not be relied upon as an indication of trading intent
on behalf of any Amundi US strategy or portfolio. Future results may differ
significantly from those stated.

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 * About Amundi US


ABOUT AMUNDI US

 

AMUNDI US, A TRUSTED PARTNER, WORKING EVERY DAY  IN THE INTEREST OF OUR CLIENTS
AND SOCIETY. 

Amundi US is the US business of Amundi, ranked among the ten largest asset
management firms globally.1 Boston is one of Amundi's six main global investment
hubs2, offering a broad range of fixed-income, equity, and multi-asset
investment solutions in close partnership with wealth management firms,
distribution platforms, and institutional investors across the Americas, Europe
and Asia-Pacific.


AMUNDI US HISTORY


GLOBAL REACH, LOCAL ROOTS

The history of Amundi in the US dates back to 1928 with the launch of Pioneer
Fund, the second-oldest mutual fund in the US and one of the first mutual funds
to integrate socially responsible investment practices. Amundi US's tradition of
responsible investing in sustainable companies continues today.

The US investment philosophy, which emphasizes proprietary research and
individual security selection, is rooted in a long history of value investing
developed by the firm's founder, Philip L. Carret, one of the original creators
of value investing.

Until January 1, 2021, Amundi US operated under the Amundi Pioneer brand, which
formed in 2017 when Amundi acquired Pioneer Investments. Prior to 2017, the US
business operated under the Pioneer Investments brand.


OUR COMMITMENT

The firm has developed a Corporate Social Responsibility policy which includes
these commitments. 

 * Embracing Diversity and Inclusion,  by attracting, developing and retaining a
   base of diverse employees which we believe is essential to our success. 
 * Affirming our role as a corporate citizen  by developing our patronage
   actions consistently over time and encouraging our employees to join socially
   responsible initiatives.
 * Limiting and reducing our direct environmental footprint , notably in terms
   of energy, paper and waste, by adopting eco-responsible practices throughout
   the company.




AMUNDI US KEY FACTS AND FEATURES

100+ investment professionals 

working in close collaboration with Amundi's global investment platforms. 

Convictions-driven, active-management approach to all asset classes,

including US equities, global equities, multi-asset, and fixed income.

Broad suite of differentiated processes

and strategies, offering diverse solutions to investor needs around the world.

World-wide customer base, 

located in 65 countries.

Information as of September 30, 2024.


DISCOVER AMUNDI


KEY FACTS AND FIGURES

 * $2.440 trillion5 in assets under management
 * N°1 European asset manager by AUM and in the Top 10 worldwide1
 * 6 investment hubs2 in strategic international financial centers and offices
   in 35 countries
 * Close to 5,5003 team members and market professionals

   

Discover our Corporate Website


A PIONEER IN RESPONSIBLE INVESTING

Acting as a responsible financial institution is a founding principle of Amundi
and a core commitment of Amundi's development strategy.  This commitment is
reflected both in our responsible investment process and the solutions range
Amundi has developed to help investors define and implement their responsible
investment strategy.

€886bn+

responsible investment AUM 4

+19,698

issuers rated in respect to ESG criteria 4 

Learn more

1. Source: IPE "Top 500 asset managers" published in June 2024 and based on AUM
as of December 2023.
2. Investment hubs: Boston, Dublin, London, Milan, Paris and Tokyo
3. Team members as of September 30, 2024.
4. Information as of December 31, 2023. 
5. Information as of September 30, 2024.


OFFICE LOCATIONS

Amundi US has three office locations:

Boston
60 State Street
Boston, Massachusetts 02109
1-617-742-7825

Durham
280 South Mangum Street 
Suite 301
Durham, North Carolina 27701
1-919-967-7221

Miami
1111 Brickell Avenue
Suite 1500
Miami, Florida 33131

Main Number: 1-617-742-7825

Amundi US Media Contact: Geoffrey Smith, Geoff.Smith@amundi.com , 1-617-504-8520

For all other inquiries, please contact us .


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