A wide range of off-the-shelf model portfolio solutions

A broad range of ‘ready to implement ’ allocations to suit your clients’ needs depending on their investment profiles

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We offer a range of Multi-Asset Model Portfolios based on a selection of ETFs or actively managed funds. For investors, this solution is both cost-effective - as there is no overall fund structure, and flexible - as they remain in full control of their investments.

The Model Portfolio Solutions range includes several risk profile portfolios, different degrees of portfolio concentration, and ESG-focused strategies.

Amundi Strategic Model Portfolios - based on a steady Strategic Asset Allocation (SAA) and built from a small number of ETFs.

The Strategic Portfolios usually include around 10 ETFs for easy implementation.

Strategic model portfolio

Amundi Tactical Model Portfolios – adding Tactical Asset Allocation and more diversification. The Tactical Portfolios include 20 funds on average.

Enhanced model portfolio

  

  

Amundi Thematic Model Portfolios - offer access to active thematic allocation across different trends, including demographics, the environment, or technology, based on a selection of the best Thematic Managers.

Thematic model portfolio

Combining qualitative and quantitative research

Combining qualitative and quantitative research, our process determines the optimal long-term balance between key asset classes to achieve our return objectives. Portfolios are regularly rebalanced to match these long-term goals.

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Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 30 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: 30 October 2024

Doc ID: 3987711

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