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
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.
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.
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.
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.
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.
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.
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.
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.
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.