At the core of our approach is the conviction that alpha can be extracted through a disciplined, repeatable and fundamental investment process.
Leveraging on our strong internal capabilities, we manage and offer a range of unique and innovative solutions.
Our equity team combines:
AuM¹
Portfolio Managers¹
Analysts¹
Why partner with us for active equity strategies:
Through seven locations, our 76-strong investment team¹ is characterised by a strong average industry experience and a wide diversity of backgrounds.
Our disciplined and repeatable investment process for alpha generation focuses on fundamental bottom-up research, supported by one of the largest industry buy-side research teams.
With dedicated portfolio construction analysts embedded in the team, we create a platform for attractive risk adjusted returns for clients.
We offer a comprehensive range of high-conviction active equity strategies, covering all main geographical areas, sectors and capitalisation levels.
We implement a diligent and innovative approach to ESG integration. It is fully part of our fundamental analysis, uncovering risks as well as opportunities for each investment case.
We have a long track record in equity protection and overlay strategies for investors seeking downside protection and reduction in volatility for their equity allocations.
Core equities
Our core expertise includes alpha products, high conviction strategies aiming to outperform benchmarks. Using bottom-up, fundamental stock selection, these strategies have proven track records of delivering strong risk-adjusted returns over the medium term.
US equities
Our US equity platform offers diverse actively managed strategies tailored for institutional investors. Dating back to 1928, it was the first in the US to integrate responsible investment criteria. Today, our equity team fully integrates ESG analysis into our research. We focus on generating strong risk-adjusted returns.
Emerging markets equities
We apply an integrated and research led approach to investing in EM. We aim to create alpha and avoid permanent capital impairment by embedding risk management and portfolio construction capabilities with bespoke tools designed around the investment process.
ESG Improvers
ESG Improvers, our innovative approach, consists of detecting and investing in companies with ESG momentum, who benefit from a solid fundamental investment case and an improving ESG profile.
Sustainable income
The European/Global Equity Sustainable Income strategy offers a unique combination of income and ESG.
These strategies seek to achieve an attractive level of income and a superior risk adjusted return with a sustainable framework relative to the benchmark. It is fully aligned with our strong ESG ambition, leveraging on our Equity Income expertise and extensive ESG capabilities.
Minimise Risks
Our protection solutions aim to minimize drawdowns, portfolio volatility, and address regulatory constraints like Solvency II, while mitigating the risk of unfortunate market timing.
Amundi's Convexity Solutions team, with over 20 years of experience in managing derivatives and equity volatility strategies, offers tailored protection solutions.
These focus on liquid listed equity index options, providing asymmetric risk-return profiles to meet each client's needs efficiently and sustainably.
1. Source: Amundi, as 30/09/2023.
This information is exclusively intended for “Professional” investors within the meaning Directive 2014/65/EU of the European Parliament and the Council of 15 Many 2014 on Markets in Financial Instruments (as amended) (MIFID II). It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act.
This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”).
Investing involves risks. The performance of the strategies is not guaranteed. Past performance does not predict future results. Investors may lose all or part of the capital originally invested.
There is no guarantee that ESG considerations will enhance a strategy’s performance. The decision of investors to invest in the promoted strategies should take into account all characteristics of objectives of the strategies.
All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability.
Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi.
This information is provided to you based on sources that Amundi considers to be reliable at the date of publication, and it may be modified at any time without prior notice.
