Building up savings is a lifelong habit. It requires significant effort not only to accumulate wealth but also to preserve it. Saving provides peace of mind, enabling people to handle all types of predictable expenses, from regular to once in a lifetime ones, as well as unexpected costs.

The needs of investors can vary greatly, depending on their age and objectives, which influences the types of investments that should compose a diversified* asset allocation. Tailoring investment strategies to align with individual objectives is essential for effective wealth preservation.

At Amundi, our priority is to partner with clients to understand their goals, values, and constraints, and to build investment solutions that are adapted to their needs and the market environment.

Watch the video to learn more.

Amundi Convictions - Wealth Preservation

*Diversification does not guarantee a profit or protect against a loss.

Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 22 January 2025. Diversification does not guarantee a profit or protect against a loss. The views expressed regarding market and economic trends are those of the author and not necessarily Amundi Asset Management S.A.S. and are subject to change at any time based on market and other conditions, and there can be no assurance that countries, markets or sectors will perform as expected. These views should not be relied upon as investment advice, a security recommendation, or as an indication of trading for any Amundi product. This material does not constitute an offer or solicitation to buy or sell any security, fund units or services. Investment involves risks, including market, political, liquidity and currency risks. Past performance is not a guarantee or indicative of future results.

Date of first use: 22 January 2025
Doc ID: 4169262