– 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.
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.
About Amundi US
Amundi US is the US business of Amundi, Europe’s largest asset manager by assets under management and ranked among the ten largest globally. Boston is one of Amundi’s six main global investment hubs and offers 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.
With our financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape. Amundi clients benefit from the expertise and advice of close to 5,300 employees in 35 countries. A subsidiary of the Crédit Agricole group and listed on the Paris stock exchange, Amundi currently manages approximately $2.24 trillion of assets.
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- Source: IPE “Top 500 Asset Managers” published in June 2021, based on assets under management as of 12/31/2020
- Boston, Dublin, London, Milan, Paris, and Tokyo
- Consolidated internal Amundi and Lyxor workforce as at 3/31/2022
- Amundi data as of 3/31/2022