Exclusion of controversial sectors in the investment/ lending policy

Data source provider

Amundi

Use cases

Investment and lending decisions

Data group

Policy, regulation and standard

Metric Type

Transition sensitivity

Methodology/ Standard / Classification/ Taxonomy / Reference

1. Sustainability rating providers (e.g., RobecoSAM, International Capital Market Association (ICMA), MSCI, CBI, S&P Global)
2. International organisations (i.e., UNEP FI, IFC)
3. Research bodies (i.e., Institute for Energy Economics and Financial Analysis (IEEFA), Bursa Malaysia, Shariah, SRI Responsible Financing guidelines)

Unit (e.g. CO2)

Qualitative

Dimension (e.g. Sector, Customer)

By Sector

Time horizon

Not applicable

Link

https://about.amundi.com/files/nuxeo/dl/c44a7bb2-813b-4346-96e0-e3d695241d9b

Frequency

Periodic

Time series

Periodic

Accessibility

Proprietary

Observation on data availability/gaps

Some financial institutions and asset managers publish list of sectors or categories deemed to be controversial.