How to address asset management and savings industries challenges?

By Amundi

The investment world is experiencing swift transformations that affect not only the savings landscape but also the needs and behaviours of investors.

Change in consumer expectations & behaviour, requiring new investment solutions based on outcomes and engaging technology allowing direct and on-going touch points;
Changes in the investment landscape requiring substantial investments in broadening the set of solutions to match client needs and markets configurations: rise of responsible & impact investing, passives, alternatives, private markets and mass customization of asset allocation;
Change in the profitability profile of the industry, with rising costs, fee pressure, appearance of a new breed of competitors (fintechs), new distribution channels, and shift of capital towards new rising geographies, mainly Asia;
Change in the regulatory environment, imposing a stringent fiduciary obligation when running other people’s money, while proving full transparency on portfolio management and fee charging.

These deep changes are prompting asset and wealth managers, private banks, insurance companies or family offices to rethink their model and set-up as they adapt to these new needs and usages of their client base.

They require a trusted partner who can help them boost their revenues and reduce their costs, in a responsible manner.

At Amundi, as a top ten global asset manager, serving 100+ million clients across 35 countries, our experience with managing these challenges means that we are constantly adapting the solutions to stay relevant, competitive and efficient.

To do so, we have developed an integrated ecosystem combining investment solutions, distribution services and tools. This global solution can be deployed in a modular way and customised to your specific clients’ needs.

Amundi offering covers:

Model Portfolio Service, Discretionary Portfolio Management (DPM) and Advisory solutions. Our Model Portfolio Service (MPS) provides you with comprehensive, diversified and ready-to-implement investment solutions to effectively manage your end clients' assets while increasing your business and optimising your revenues. We offer a comprehensive range of portfolio models designed to cover the needs of a wide range of investors, with active portfolio management and a proven investment process to achieve effective diversification. We put all our resources at your disposal to better serve your interests and those of your clients. Our model portfolio service is designed to meet your key challenges at every stage of your business activity.

Open Architecture solutions covering Fund Hosting services and access to Amundi Sub-Advisory platform domiciled in Luxembourg. Your teams will gain access from best-in-class third-party managers for specialised investment offerings. By selecting the best available talents in different market segments, our goal is to help you build robust, well-diversified and outperforming investment solutions.

Fund Distribution services through Fund Channel. our B2B fund distribution platform operating across Europe and Asia. Since 2005, Fund Channel provides innovative services to facilitate fund distribution, strengthen transparency and improve processes for asset managers and fund distributors with the aim of enhancing their relationships with clients, partners, and regulators. Fund Channel has more than EUR 382 billion of assets under intermediation providing a “one-stop-shop” solution for 600 asset managers and more than 100 distributors. As a jointly-owned subsidiary of Amundi and CACEIS, Fund Channel is headquartered in Luxembourg and has offices in Italy, Singapore, and Switzerland.

Amundi Technology provides clients with innovative technology and services to support them in the optimisation of their operating models. The ALTO* platform is a suite of 100% cloud based solutions supporting buy-side advanced needs. As part of Amundi group, Amundi Technology benefits from deep industry experience and provides a full suite of ready to use, customizable solutions, like ALTO* sustainability for responsible investment. Amundi Technology currently serves 50+ clients in various countries in Europe and Asia. Our Innovation Lab is at the forefront of our solutions. We are able to propose clients with forward looking modules and data science modelling.

Pro-active and digital animation of the salesforce with a comprehensive marketing tools. As a partner, you benefit from our extensive experience and resources in marketing, economic research, and training, to support your deployment and explain our services and solutions to your clients.

All these services can naturally incorporate a sustainable investment dimension, according to clients’ needs.

Every day Amundi develops solutions and services to satisfy our clients and help them continue to be successful in running their businesses.

To learn more about us please visit:

https://about.amundi.com/