Amundi

Getting closer to our clients

Amundi is now present in 37 countries. We combine our international coverage with the ability to develop solutions that fit the needs and specificities of local markets. To meet
the requirements of each client segment, we have built an offer which spans the entire asset management spectrum.

2017 Highlights

Cross Selling range: ready from the get-go

As early as June 2017, Amundi and Pioneer Investments’ marketing teams worked on a new global and smaller product line, aimed at meeting the needs of all the clients of the new entity in the making. The Cross Selling range includes about twenty already existing Amundi and Pioneer Investments solutions, is supported by common marketing tools, and has been launched as soon as the merger was officially announced. The Cross Selling range has been marketed through all of the Group’s distribution channels, and promoted in all of the “Amundi Crossroads” events, held in numerous European and Asian locations.

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Capital protected products succeed in Japan

Amundi successfully launched two products with capital protection in Japan. Double Watch, launched in 2016, is an unwarranted solution which enjoyed fast-growing sales in 2017, with AUM exceeding 1 billion euros. Anshin Switch, launched in 2017, offers a formal warranty and has generated sales which also exceeded 1 billion euros over a few months.

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+€70.6bn

2017 global net inflows

Amundi’s tool for partner networks go digital

Amundi’s tools for partner networks and their teams have now gone fully digital. Following Amundi Digital Advisory (for asset allocation and fund selection), the new training platform – Amundi Academy – which includes certification modules – Amundi Certification –, is now 100% digital and customisable.

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Fathi Jerfel

Head of the Retail Clients Division

“Amundi does not only devise and manage savings solutions; we also deliver an entire range of associated advisory services which help market them.”

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Dominique Carrel-Billiard

Head of the Institutional and Corporate Clients Division

“Our first objective is to become a European leader for Institutional and Corporate clients.”

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New record-breaking fundraising for retail real estate funds

With 2.9 billion euros raised, Amundi achieved record-breaking fundraising for its retail real estate funds (OPCI and SCPI) in 2017 and reaffirmed its position as the real estate management leader in France. OPCIMMO, the Group’s own OPCI, now also available in Austria since the end of 2016, is France’s leading real estate fund in term of capitalization (6.5 billion euros) and fundraising (2 billion euros).

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Amundi launches its first PIR-compliant funds

Amundi SGR was one of the first Italian players to launch mutual funds which comply with the new PIR regulation. Introduced in 2017, PIR are mutual funds which are tax-exempt provided that they respect some requirements related to the portfolio holdings, mainly equities and bonds issued by companies established in Italy and to the investment period, at least five years.

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Amundi Real Estate completes 6.4 billion euros worth of transactions

In 2017, Amundi Real Estate completed over 6 billion euros worth of transactions, for the real estate funds and mandates it manages. Flagship operations included “Coeur Défense”, “The Atrium” building in Amsterdam and of the prestigious “I Tolentini” property complex in Rome.

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Amundi and the world bank launch the world’s largest green bond fund

The IFC, the private sector lending arm of the World Bank Group, providing financial services to businesses investing in the developing world, chose Amundi to launch and manage green-bond funds dedicated to emerging markets. The partnership was signed following an international bid between 16 global asset managers. It will translate into the launch of the very first green bond fund dedicated to emerging markets.

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#1 in sales in the Eurozone for formula funds and EMTN

€62.8bn

in AUM

+€11.4bn

from 2016

Cinzia Tagliabue

CEO of Italy and Deputy Head of the Retail Clients Division

“Our ambition is to become Italy’s number one asset manager„

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Werner Kretschmer

Head of Austria, Central and Eastern Europe

“Local expertise and the resources of Europe’s leading asset manager„

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Julien Fontaine

Head of Japan

“Amundi is a major European player in Japan„

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