EDUCATION - Annual Impact Report 2019

CPR AM is a thematic investing pioneer, as we can see from the launching of its Silver Age strategy in 2009. The company draws on the century’s key trends to transform them into investment themes that deliver long-term growth. Such growth is now impossible without including a responsible aspect, as shown by the growing demand from both institutional and private investors. Part of our role as asset manager is to use our influence with companies to improve their environmental, social and governance practices.

Responsible investing makes perfect sense in thematic management, where megatrends and sustainable development share the same long-term vision. The most recent thematic funds launched by CPR AM therefore offer a financial response to this century’s main challenges - food scarcity, the energy transition, sustainable urban growth, education and the reduction of inequality - through their definition and responsible approach.

While the inclusion of ESG criteria has accelerated over recent years in all our management activities, CPR AM has aligned with the Amundi Group target of using ESG across the board by 2021.

With the launch of CPR Invest - Education in October 2018, CPR AM made clear its ambition to address the social aspect of responsible investing. It is also the first listed fund to propose an investment solution dedicated to lifelong learning.

This report explains the educational objectives that underpin the fund’s philosophy, the comprehensive responsible approach that we have developed, and the methodology applied to the impact data and results for the fund’s first anniversary.

CPR AM’s staff, who are conscious of and wish to make their contribution to the changes in our industry, are proud to present CPR Invest - Education’s first annual impact report.



  

Contents

1 - Challenges & investment philosophy
2 - A 360° responsible approach
3 - Methodology and impact data
4 - Universe profile and stocks stories
5 - ESG profile, vote & engagement

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