Our value propositions

Facilitate access to every asset class for all

 

We are committed to providing a full range of investment solutions across traditional and real assets, with a 100% responsible approach. Our offering is continuously strengthened by the integration of

 

We are committed to providing a full range of investment solutions across traditional and real assets, with a 100% responsible approach. Our offering is continuously strengthened by the integration of new underlying assets or management styles and is available in the form of instruments accessible to all clients, both Institutional and individual.

Offering a range of solutions that is 100% responsible

Beyond our own commitment to fair and responsible finance, we believe that integrating ESG considerations into investment choices is a source of long-term performance. Our goal is to offer a range of

Beyond our own commitment to fair and responsible finance, we believe that integrating ESG considerations into investment choices is a source of long-term performance. Our goal is to offer a range of solutions that is 100% responsible to help our clients in their own transitions to a more sustainable ecosystem.

Providing advisory and services to help clients focus on core business

 

To help our clients make their investment choices and to help them better understand the major economic, financial and societal dynamics of our times, we share with them the work of our own

 

To help our clients make their investment choices and to help them better understand the major economic, financial and societal dynamics of our times, we share with them the work of our own fundamental research teams. We provide clients with optimised solutions enabling them to manage or delegate their asset allocations and to access the best management expertise worldwide.

Offering modular platforms geared towards investment professionals

The rise of digital platforms for the disintermediated distribution of financial products is today inexorable. The solutions provided by our Amundi Technology business line, based on the proprietary 

The rise of digital platforms for the disintermediated distribution of financial products is today inexorable. The solutions provided by our Amundi Technology business line, based on the proprietary ALTO(1) system, have no equivalent on the current market. Cloud-native, totally modular and constantly updated, they cover the entire asset management value chain and comply with all regulatory and security constraints.

 

(1) Amundi Leading Technologies & Operations.

Facilitate access to every asset class for all

 

We are committed to providing a full range of investment solutions across traditional and real assets, with a 100% responsible approach. Our offering is continuously strengthened by the integration of

 

We are committed to providing a full range of investment solutions across traditional and real assets, with a 100% responsible approach. Our offering is continuously strengthened by the integration of new underlying assets or management styles and is available in the form of instruments accessible to all clients, both Institutional and individual.

Offering a range of solutions that is 100% responsible

Beyond our own commitment to fair and responsible finance, we believe that integrating ESG considerations into investment choices is a source of long-term performance. Our goal is to offer a range of

Beyond our own commitment to fair and responsible finance, we believe that integrating ESG considerations into investment choices is a source of long-term performance. Our goal is to offer a range of solutions that is 100% responsible to help our clients in their own transitions to a more sustainable ecosystem.

Providing advisory and services to help clients focus on core business

 

To help our clients make their investment choices and to help them better understand the major economic, financial and societal dynamics of our times, we share with them the work of our own

 

To help our clients make their investment choices and to help them better understand the major economic, financial and societal dynamics of our times, we share with them the work of our own fundamental research teams. We provide clients with optimised solutions enabling them to manage or delegate their asset allocations and to access the best management expertise worldwide.

Offering modular platforms geared towards investment professionals

The rise of digital platforms for the disintermediated distribution of financial products is today inexorable. The solutions provided by our Amundi Technology business line, based on the proprietary 

The rise of digital platforms for the disintermediated distribution of financial products is today inexorable. The solutions provided by our Amundi Technology business line, based on the proprietary ALTO(1) system, have no equivalent on the current market. Cloud-native, totally modular and constantly updated, they cover the entire asset management value chain and comply with all regulatory and security constraints.

 

(1) Amundi Leading Technologies & Operations.

3 questions for

Arnaud Llinas, Head of ETF, Indexing and Smart beta, Amundi

What offerings are you prioritising?

ESG products are naturally front and centre. Amundi’s range of responsible ETFs is already the largest and most complete on the market. Our goal is to double the share of ESG ETFs we offer investors to 40% of all ETFs by 2025.

 

(1) ETF, Indexing and Smart beta.
(2) Amundi data – ETF and ETP perimeter – including Lyxor as of 31/12/2021.

Where does Amundi stand today in terms of passive management ?

The Lyxor acquisition has propelled Amundi’s passive management strategy(1) to the forefront of European ETF providers. Assets under management in this segment stood at almost 190 billion euros(2) at end 2021, for a total market share of approximately 14%. This range, comprising more than 300 products, is also one of the most comprehensive on the market. Including Smart beta and Index Solutions, passive management at Amundi represents 310 billion euros.(2) 

You are aiming for a 50% increase in AuM by 2025. What growth drivers are you looking at ?

The strong demand for passive management products, especially ETFs, will continue. Retail investors are expected to increasingly look to these products, especially as online platforms gain traction in Europe. Likewise, growing interest in responsible investment from both Institutional and Retail investors ought to favour ETFs, which are highly effective in facilitating ESG transition. In all these market segments, Amundi possesses extensive expertise and global distribution capabilities of considerable power, allowing the Group to capture a substantial share of growth in the market.

What offerings are you prioritising?

ESG products are naturally front and centre. Amundi’s range of responsible ETFs is already the largest and most complete on the market. Our goal is to double the share of ESG ETFs we offer investors to 40% of all ETFs by 2025.

 

(1) ETF, Indexing and Smart beta.
(2) Amundi data – ETF and ETP perimeter – including Lyxor as of 31/12/2021.

Vinay Tonse

Managing Director and Chief Executive Officer, SBI Mutual Fund

 

“SBI and Amundi joined forces via SBI Mutual Fund to support the aspirational goals of Indian investors with quality investment solutions. By bringing together SBI’s 450 million customers in India with Amundi’s international experience, we have become India’s leading asset manager with a 16.4% market share in mutual funds. 2021 was a banner year, with a record USD2bn collected in 14 days for our SBIMF Balanced Advantage Fund and the launch of several new-solution-based funds.

Karin Franceries

Head of OCIO Advisory, Amundi

 

“With the launch of Amundi Outsourced Chief Investment Officer (OCIO) Solutions, Amundi offers Institutional investors investment strategy advice and services that allow them to completely outsource their portfolio allocation and monitoring. Given the challenges confronting our clients, including macroeconomic uncertainty, market instability, changing regulations and the increasing cost of infrastructure and IT systems, delegating operational complexity to Amundi makes sense, allowing them to focus on their core business.

Emmanuel Asfar

Head of R&D, Amundi

 

“ALTO(1) is ahead of its time in part because it prefigures – and already embodies – the solution that best covers the expectations of asset management players. From inception, it was designed as a platform, not as software. In fact, ALTO covers the entire asset management value chain (trading, middle office, reporting, compliance…), but it does so with modular components that are all at once autonomous, cross-communicating and snap together easy to assemble. ALTO thus pinpoints and addresses the integration and interoperability issues confronting IT systems in the financial industry.

 

(1) Amundi Leading Technologies & Operations.

Key facts

Amundi Real Assets are solid drivers of growth

 

Assets under management by Amundi Real Assets have grown an average of 11.1% per annum over the past five years. Positioned on a fast growing market, Amundi’s platform dedicated to real and unlisted assets (real estate assets, private debt, private equity, infrastructure, impact management, multi-management) managed 62.1 billion euros at end 2021. Inflows (+€4.6bn) were evenly split across its main areas of expertise (+€1.9bn in private equity, +€1.6bn in real estate, €1.1bn in private debt), bearing witness to a savvy positioning, which aims to offer investors – both Institutional and private – innovative solutions that provide opportunities to invest in hard-to-access assets.

A responsible investment range for Amundi Épargne Salariale et Retraite

France’s number 1 provider of employee savings schemes, pension investments and stock option plans, Amundi has earned a ‘Relance’ label for its Amundi Convictions ESR fund, designed specifically to serve collective retirement schemes (employee PERs) with close to 1 billion euros in assets under management at end 2021. Meanwhile, the CIES label Amundi Épargne Salariale et Retraite first earned in 2002 for its LABEL range of socially responsible investment (SRI) funds has been renewed on the basis of even more stringent specifications.

Amundi creates the Amundi Institute

This institution seeks to help investors better understand the multiple economic, financial, geopolitical, societal and environmental dimensions of their investment universe. It also strives to be in the vanguard of evolving best practices in asset allocation and portfolio construction. Created in early 2022, the Amundi Institute aims to strengthen advice, training and ongoing dialogue on all of these subjects with investors, from individuals to Institutionals and Retail distributors, regardless of whether Amundi manages assets on their behalf. The new division, which has a staff of around 60, houses Amundi’s economic and quantitative research, market strategy and asset allocation advisory activities.

Amundi Technology launches ALTO sustainability

The Amundi Technology range is expanding. ALTO(1) Investment (the business line’s modular platform covering the entire asset management value chain), ALTO Wealth & Distribution (for Retail distributors) and ALTO ESR (for those in the employee savings and pension space) are now joined by specialist solutions that leverage Amundi’s experience and know-how. In particular, Amundi Technology has launched ALTO Sustainability, a highly technical tool for analysis and decision-making on environmental and societal issues. Among other features, the platform allows investors to design their own methodology and analyse their portfolios’ exposure to various ESG criteria and aspects of climate risk.

 

(1) Amundi Leading Technologies & Operations.