Amundi in 2018
Amundi's investment Management

 

Amundi's clients

Alongside its wide range of expertise, its presence in 37 countries allows Amundi to develop investment solutions that fit the specific needs of each client and comply with local market specificities. In an economic and financial environment which has become tougher, Amundi pays extra attention to being closer to its clients.

Fathi Jerfel, Directeur du pôle clients Retail

Fathi Jerfel

Head of the retail clients division

“ Protected and thematic solutions are well adapted to our new market environnement. ”

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S .A. M to support LCL

In September 2018, LCL Gestion, Amundi’s department dedicated to the Amundi-LCL relationship, deployed its S.A.M – Service Allocation Mandat, or mandate allocation service – tool across the LCL and LCL Banque Privée networks. S.A.M will help monitor model portfolios for management mandates, equity savings plans and life insurance policies, thus providing guidelines for advisors when they meet clients or prospects.

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Amundi develops discretionary management

UniCredit entrusted Amundi Italy with the development of Premiere, a service offering for high net-worth and private bank clients. This new multi-managed and modular investment solution has been distributed in Italy since January 2018. Premiere has been built around a basic component – mainly invested in ETFs – and is available with three distinct risk profiles. It perfectly fits the bank’s advisory model and is fully compliant with MiFID II.

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MediTech, a new equity thematic by CPR AM in Japan

In July 2018, in partnership with CPR AM, Amundi Japan launched MediTech, a new thematic fund dedicated to medical technology, MediTech was initially distributed by two of the Resona Group’s banking networks in the Kansai region – around Osaka and Kobe – and is now also sold by Mitsubishi UFJ Morgan Stanley Securities, one of the country’s largest four networks for retail real estate assets. MediTech has so far proved highly successful, with over €400 million in net subscriptions on all expertise as of December 2018.

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100,000

The number of discretionary management mandates held by Société Générale Gestion, in March 2018, through its flagship delegated management services, Alliage Gestion and Gestion Sous Mandat .

Dominique Carrel-Billiard, Directeur du pôle Clients Institutionnels et Corporates

Dominique Carrel-Billiard

Head of the Institutional and Corporate Clients Division

“ Above all, we want to help our clients weather difficult market conditions. ”

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Amundi launches innovative “Credit Continuum” strategy

In September 2018, Amundi launched its first “Credit Continuum” strategy, a flexible credit solution, spanning the entire bond spectrum. Credit Continuum provides exposure to the best market opportunities, government bonds, listed companies and illiquid assets (both private debt and real assets). Initially launched on European credit markets – European Credit Continuum Strategy –, it is also available to investors in the forms of an open fund and dedicated mandates.

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Amundi selected by the Irish Treasury and Apple

The Irish Treasury entrusted Amundi, along with another two major international asset managers, with a 14 billion euros mandate. At the end of a tender finalised in March 2018, Amundi was selected as a privileged partner for the provision of investment management services related to the collection of the state subsidies received by Apple.

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Survey on the European alternative asset market

In March 2018, Preqin and Amundi presented the first survey ever carried out on the European market for alternative assets. The investors and asset managers interviewed by Preqin expressed their appetite for this asset class and their intention to invest more and more into it in the years to come.

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Amundi Immobilier invests in AccorInvest, AccorHotels' real estate subsidiary

In June 2018, Amundi Immobilier and Crédit Agricole Assurances took a solid equity stake in AccorInvest, AccorHotels’ real estate subsidiary. The hotel group sold 58.1% of its subsidiary’s capital, for a total amount of 4.6 billion euros. Amundi Immobilier invested 330 million euros through its funds while Crédit Agricole Assurances went in for 300 million euros. With this move, Amundi’s investors now benefit from an excellent and geographically diversified exposure to the hotel industry, with a world-renowned operating partner, AccorHotels, and attractive immediate return.

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+€42bn

Net inflows in 2018

€1.63bn

The amount raised by Amundi Planet Emerging Green One, closed in February 2018. Launched in partnership with the International Finance Corporation (IFC), the fund is already entirely invested in a diversified portfolio of emerging bonds, and, over the next seven years, will actively invest in other green bonds issued by financial establishments operating in emerging markets.