Adapting to an ever-evolving environment
The asset management industry and its regulatory framework are constantly evolving. To adapt to these changes, we update our professional platforms and revisit our organization on a regular basis. This is how we deliver robust and reliable services, which meet the profession’s highest quality standards.
Amundi joins MSCI
MSCI, one of the main provider of stock indexes, has included the Amundi share in its reference index group. This has been effective since 30 November 2017. MSCI indexes are divided by country, group of countries, economic sector, company size, or management mode. MSCI World is the best known among these indexes, and has between 1,500 and 2,000 constituents in 23 developed countries.
Amundi gets « Asset Manager of the Year » award
Amundi collected three prizes at the 2017 Financial News Awards. The Group received both the “Asset manager of the Year” and the “Smart Beta Manager of the Year” awards, while Yves Perrier was named “CEO of the Year”. It was the first time a French player had received such awards from the Financial News.
Bernard De Wit
Head of Business Support and Control Division
“We shortened the integration process, in order to both reduce disruption and capitalise on our new business development potential.”
Head of the Operations, Services and Technology Division
“The OST Division was heavily mobilised as soon as the operational implementation of the merger started. We had to manage the migration of all Group entities onto Amundi’s IT systems.”
Amundi gets “Best Customer Service” award
The fifth edition of the Trophées de l’Asset Management, organized by Option Finance, in partnership with Deloitte and State Street, rewarded Amundi with the “Best Customer Service” award. For the third time, the Group is rewarded for the quality of its customer relationship teams. They were especially praised for being easily available and providing quality information to clients, as well as for their excellent management of questions and claims.
Amundi speeds up its expansion into India
Amundi and State Bank of India have sped up the development of their joint business on the Indian and international asset management markets. SBI Funds Management, India’s fifth largest asset manager, has taken a new step in July 2017, with the cobranding of two compartments of the Luxembourg-hosted Amundi Funds mutual fund, invested in Indian shares. SBI FM has been entitled with the fund’s management.
New digital tools for employee savings
In 2017, Amundi launched its first robo-advisor, dedicated to employee savings. With this fully customised and digital solution, the 3.8 million employees whose savings or retirement plans are managed by Amundi can optimise their portfolio allocation, depending on their projects and risk appetite. In parallel, Amundi Assurances and Crédit Agricole started marketing an innovative and one-of-a-kind retirement simulator. Savers who have subscribed to an Amundi Crédit Agricole retirement plan can now securely use a comprehensive tool which gathers all their personal data in order to best monitor their retirement savings.