Our solutions

INVESTMENT INSTITUTE: 11 specialised teams comprising over 60 experts delivering world-class research and advice

FINANCIAL ANALYSIS: 190 economists and analysts in major financial centres

EXTRA-FINANCIAL ANALYSIS: 40 ESG and corporate governance analysts

ACTIVE MANAGEMENT

• Equity
• Fixed income
• Multi-asset
• Liquidity solutions

PASSIVE MANAGEMENT

• ETFs
• Equity and bond index management
• Smart beta and factor investing

ALTERNATIVE ASSETS

• Real estate
• Private debt
• Private equity
• Infrastructure
• Hedge funds

STRUCTURED SOLUTIONS

• CPPI
• Formula funds
• Strategy funds
• Structured notes
• Employee stock ownership funds

An integrated risk management process securing the delivery of our client promise.

TECHNOLOGY

• Data management
• Portfolio management systems
• Wealth and distribution platforms
• Dealing services
• Robo-advisors

SERVICES

• Open architecture solutions, including fund selection
• Fund distribution services
• OCIO wealth and institutional solutions
• Operational services
• Training programmes

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A complete range of investment capabilities and services entrusted to dedicated, integrated platforms

Active management

• Liquidity solutions: European leader, with a team of industry recognized portfolio managers.
• Fixed income: the benchmark for European players, covering all investment approaches.
• Equity: conviction-driven investments by specialists with unparalleled companies’ access.
• North American expertise: almost a century of experience based on the value investment management style.
• Emerging markets: a unique 360° approach, combining emerging equity and bond specialists in a single team.
• Multi-Asset: a complete range of solutions to meet our clients’ unique needs, with bespoke advisory.

Passive management & Smart beta

• ETF: Amundi is the European leader and offers one of the broadest and most competitive ranges in the UCITS market. With more than 300 products, this range includes particularly promising and innovative strategies (notably ESG, climate or thematic).
• Passive equity and bond management: more than 30 years of expertise in the replication of all types of indices (country, region, sector, Smart Beta) and a real know-how in the construction and management of ESG and climate indexing solutions.
• Smart Beta and factor investing: proprietary Smart Beta and factor investing solutions based on an investment philosophy focusing on risk management, designed to generate robust performance over the long term.

Real assets

Access to diversification through real assets and European private markets, managed directly or by a selection of the best external specialists (Real Estate, Private Debt, Private Equity, Infrastructure).

Structured solutions

A European leader, an expert in bespoke solutions combining capital protection and innovative strategies.

Alternative management

A complete range of investment solutions (UCITS funds and Dedicated Managed Account Platforms) with 28 managers covering the most representative strategies.

An integrated and international risk management process

Cross-functional risk management teams are present alongside all of our investment teams worldwide.

Based on rigorous procedures, strict guidelines and dedicated steering tools, strong capabilities in liquidity management across all asset classes.

Amundi has local and specialised teams to understand and provide optimum support to its clients – both Retail and Institutional – according to their specific needs.

Amundi has developed an in-depth knowledge of the distribution business, the needs of financial advisors and the expectations of their clients thanks to a unique partnership approach deployed with French and international distributors. This expertise gives real added value to our savings solutions, which are tailored to the needs of each type of distributor – retail banks, private banks, insurers, asset managers, networks of wealth management advisors, online banks, and so on. Amundi thus has a comprehensive range of services to support distributors in their transformation challenges: tailor-made savings solutions (discretionary management, model portfolios, etc.), internal and external fund selection services, provision of technological tools for portfolio managers (computerised investment management system), advisors or end investors (digital platforms, client service, robo-advisor, etc.), access to a global platform for the distribution and execution of external funds via Fund Channel.

In order to better understand the specificities of each of our Institutional and Corporate clients and bring them the investment solutions that best meet their needs, we have set up specialised teams: insurance, central banks, pension funds, sovereign funds and corporates.

In a changing world in which the need to understand our economic, financial and geopolitical environment, as well as societal and environmental issues, is essential, Amundi provides its clients with the keys to decoding these issues and assists them in building their portfolios thanks to its extensive research capabilities. Amundi also has large teams of analysts who contribute to the stock-picking process. 

• Economic and quantitative research, market strategy and asset allocation consulting (Amundi Institute).
• Financial analysis.
• Extra-financial analysis: assessment of the quality of issuers’ environmental, social and governance (ESG) policies.

Tools and services provided to institutional investors and asset managers:

• Amundi Technology offers three platforms: ALTO¹ Investment for portfolio management, ALTO¹ Wealth & Distribution for discretionary and advisory management, and ALTO¹ Employee Savings & Retirement for savings and retirement, as well as tailor-made solutions.
• Operational services for trade executions, middle-office services, and repository management.
• Turnkey solutions covering the entire asset management operational chain.