In an increasingly complex financial landscape, being able to adapt and broaden your clients’ investments in a cost-efficient way is crucial.
Are you looking for easy and efficient access to asset allocation and portfolio construction services to support your advisory capabilities?
Discover our model portfolio solutions.
Model portfolios are the new Advisory Investment Solutions through packaged or custom approaches.
They consist in actively managed portfolios in open or closed architecture that will allow you to provide clients with cost-effective, scalable and flexible asset allocation solutions.
We offer a full spectrum of ‘ready to implement’ allocations, including risk profile, ESG, multi-thematic and climate portfolios.
Choose among a broad lineup of strategies and help your clients achieve their investment goals, depending on their risk tolerance, investment horizon and wealth needs.
Our model portfolios include a selection of the best investment vehicles applied to multiple universes - in-house or third-party active funds or ETFs.
Leverage our extensive experience in portfolio construction and management to grow your practice and save valuable time to focus on client acquisition and retention activities, while outsourcing asset allocation, fund selection and risk monitoring.
Trust Amundi to ensure investments stay aligned and consistent with your clients' expectations, especially in times of market uncertainty.
Amundi’s model portfolios are serviced with a comprehensive support in terms of narrative, reporting, and digital access to help you strengthen your client conversations.
Our model portfolio solutions cover multi-asset or specialized asset allocation services for the benefit of retail and private banks, as well as asset managers or family offices, from strategic/tactical asset allocations to portfolio construction.
Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 21 October 2024. 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: 21 October 2024
Doc ID: 3639952
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