Amundi US Flagship Equity Strategy With An ESG Focus Added to UBS Separately Managed Account Platforms

3/28/22,  by Amundi pays

– Amundi US today announced that its flagship equity strategy, a US Large Cap Core strategy with an ESG focus, launched a separately managed account (SMA) on UBS Financial Services Inc.’s ACCESS, Strategic Wealth Portfolio (SWP) and Advisor Allocation Program (AAP) platforms effective March 25, 2022.

Amundi US today announced that its flagship equity strategy, a US Large Cap Core strategy with an ESG focus, launched a separately managed account (SMA) on UBS Financial Services Inc.’s ACCESS, Strategic Wealth Portfolio (SWP) and Advisor Allocation Program (AAP) platforms effective March 25, 2022. The strategy is called Pioneer Large Cap Core SMA.

The  US Large Cap Core strategy has a history dating back to 1928 with the founding of Pioneer Fund, one of the first mutual funds to implement a socially responsible investment framework.¹ The SMA seeks to identify attractively valued stocks that are sustainable from a competitive, financial and ESG (environmental, social, governance) perspective and weight them appropriately in the portfolio. The portfolio’s core approach gives it the flexibility to migrate across the growth and value spectrum and seek attractive investment opportunities, favoring companies we believe are benefiting from secular technology themes.²

Lisa Jones, President and CEO of Amundi US, and Head of the Americas, said, “We are pleased to be part of UBS’s SMA offerings and look forward to serving their clients with our flagship equity strategy with an ESG focus. Our deep experience in this investment strategy gives us confidence that our SMA can play an important role in helping UBS’s clients meet their long-term financial goals.”

Charles H. Irace, Director, Separately Managed Accounts Program Manager, UBS Global Wealth Management, said, “We continue to focus on providing the best possible advisory products and services to our clients from across the industry. The Pioneer Large Cap Core SMA with an ESG focus increases investor choice and provides greater differentiation to help meet our clients’ unique needs, outcomes and investment objectives.”

¹ UBS Sustainable Investing. ”Adding Value(s) to Investing.” March 2015
² The Pioneer Large Cap Core SMA is included in UBS’s program offering select SMAs with simplified, all-inclusive pricing that includes no additional management fee.

Important Information

Investment advisory services are offered through Amundi Asset Management US, Inc. Not all Amundi products and services are available in all jurisdictions. The Amundi Asset Management logo used in this document only refers to a brand owned by Amundi and not to any service or product offered or manufactured by Amundi Asset Management SAS, headquartered in Paris. Amundi US is not affiliated with UBS Financial Services.

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.