Multi-Asset

We offer multi-asset solutions with allocation-driven, outcome-oriented, and responsible investing options, along with bespoke advisory.

We partner with you to deliver outcomes that meet your investment objectives.

multi-asset

Amundi, a global leading multi-asset platform

Our multi-asset investment philosophy at Amundi relies on a holistic approach that looks beyond traditional diversification.

 

We partner with you to understand your goals, values, and constraints, and we integrate them accordingly into our investment strategies.

Amundi, a global leading multi-asset platform

Our Multi-Asset investment philosophy at Amundi relies on a holistic approach that looks beyond traditional diversification.

Our key differentiators

€ 268 bn

in AuM¹

+ 200

multi-asset experts with complementary skills and expertise¹

35+ years

of history in multi-asset investing / advisory¹

3 reasons to partner with us:

  • €268 bn1 in multi-asset strategies, covering broad range of solutions
  • 200+ dedicated professionals1 with diverse skill-sets
  • 5 main hubs: Milan, Paris, Dublin, Munich and Vienna
  • 5 local teams: Hong Kong, Madrid, Prague, Warsaw, Taiwan
  • Firmwide resources: research, investment experts, fund Management & selection, portfolio construction

  • Fostering independence of mind-set and idea generation to achieve “effective diversification”
  • Proprietary risk budgeting framework to efficiently allocate risks
  • Combination of fundamental input and proprietary cutting edge models
  • Fully embedded ESG criteria

  • 35+ years' experience in advising and managing Multi-Asset portfolios
  • €119 bn1 managed for institutional clients in Multi-Asset Strategies
  • Diverse client base worldwide including sovereigns, pension funds, central banks, insurance companies and corporate
  • In-depth understanding of our clients’ regulatory and internal constraints

Outsourced CIO solutions

Transforming your investment challenges into opportunities 

 

We leverage on our investment expertise, advisory skills, research, and advanced tools to help institutional investors manage financial and operational complexities.

 

  • Comprehensive and modular solutions
  • Support throughout the entire investment process
  • From strategy design and implementation to monitoring and training.

 

Our OCIO solutions at Amundi are comprehensive and modular, supporting you throughout the entire investment process

Amundi offers extensive OCIO solutions, from pure advisory to full investment delegation, for clients like pension funds, insurance companies, and public entities.

Tailored services for diverse client segments

 

We offer extensive OCIO solutions, from pure advisory to full investment delegation

 

 

With over 30 years of experience with Crédit Agricole Group and serving external clients since 2009, we understand your challenges and have developed tailored OCIO solutions for each client segment.

Multi-Asset and OCIO Solutions at Amundi: An ‘A la Carte’ Offer

Amundi's multi-asset strategies

We provide a wide range of Multi-Asset strategies to meet your evolving needs:

Maximise returns for your chosen level of risk

 

We have built a range of portfolios that aims to maximise return for a chosen level of risk.

 

  • Conservative: Low volatility with active management of fixed income risks and limited equities (<35%).
  • Moderate: Moderate volatility with dynamic asset allocation and a moderate equity allocation (35-65%).
  • Growth: Unconstrained approach aiming for equity-like returns with strong equity market participation (>65%).
  • Flexible: Active and flexible allocation across a diverse universe, with equity allocation ranging from 0 to 100%.
  • Factor investing: Dynamic allocation across assets and factors, capturing long-term growth while avoiding benchmark bias.

Allocation driven strategies

Addressing our clients’ long-term goals is possible thanks to our portfolios

Meeting investors' needs beyond benchmarks

 

There is an increasing recognition that outcomes matter more to investors than performance versus a particular index or benchmark. Addressing our clients’ long-term goals is possible thanks to these portfolios:

 

  • Absolute return
  • Income
  • Real return
  • Target risk
  • Risk premia

 

 

Invest responsibly with our innovative strategies

 

Our multi-asset responsible investing strategies offer two distinct approaches:

 

  • Global sustainable approach, also known as “multi-criteria approach”
  • Focused on specific sustainable themes such as social impact and environment

Our multi-asset responsible investing strategies offer a Global sustainable approach and a focused on specific sustainable themes

1. Source: Amundi, at 30/06/2023.