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The support of two major banking groups

Amundi was formed by combining the asset management expertise of two major banking groups: Crédit Agricole and Société Générale. This partnership reflects the two groups' shared vision of asset management responding to the new challenges facing the industry and allowing them to serve their clients more effectively.

A global asset manager

With around €670 billion in assets under management(1), Amundi is one of the world market leaders in asset management.

Amundi has management teams operating in the major financial centres in Europe (Paris, London, Milan), in Asia (Japan, Hong-Kong, Singapore), Australia and the US.

Amundi has a strong local presence and is committed to offering its clients a relationship defined by both proximity and a long term view.
Its sales network enables it to offer:

  • A local point of contact to tailor and propose investment solutions specific to their needs,

  • Excellent customer service at every point of the value chain, marked by quality, a pro-active approach and efficiency.

(1) Amundi pro forma figures as of 31 December 2009
(2) Open-ended funds registered for Sale in Europe - Europerformance, December 2009
(3) No. 3 in Europe according to the IPE Top 400 rankings published in July 2009, based on figures as of 31 December 2008
(4) No. 8 worldwide according to the GI100 rankings published in September 2008, based on figures as of June 2008

A comprehensive range of funds

It actively manages all asset classes and main currencies (Euro, Yen, Dollar, Sterling).

Fixed income

One of the world market leaders in Euro fixed income, global fixed income, money market and credit activities

Equities

A solid presence in European equities and strong niche areas of expertise in Japanese and emerging market equities

Absolute performance

A leading position built up on a track record of innovation

Savings solutions for retail clients

Internationally recognised for its expertise in providing customised products

Investment solutions for institutional clients

Acknowledged expertise in investment solutions for institutional clients

Breakdown of AUM by asset class(1)

Breakdown of AUM by asset class<sup>(1)</sup>

An extensive and well balanced client base

Amundi boasts an outstanding client base:

  • Amundi currently supplies 8 partner networks in Europe and Asia with innovative, simple and secure savings solutions best suited to their clients. It reaches over 50 million retail investors via these networks. Thanks to its joint ventures in China, India and Korea, it is also present in markets offering strong growth potential and provides products for an additional 50 million clients.

  • Amundi develops effective and innovative products for over 3,000 institutional clients and third-party distributors in some 30 countries. It has ties with the largest sovereign wealth funds, pension funds, institutional and corporate funds in France and abroad. It has more than 2,000 distribution agreements with the leading platforms in Europe and Asia.

Our clients

Our clients

Breakdown of AUM by type of client

Breakdown of AUM by type of client

Voting policy*

The exercise of voting rights and shareholder dialogue are essential elements of our fiduciary responsibility and our role as a responsible investor.

From 1996 onwards, Amundi established its own voting policy updated yearly in order to incorporate the best practices in corporate governance but also, since 2003, in social and environmental responsibility. Amundi decided to exercise the voting rights for a very large majority of its funds under French and Luxembourg law in order to fulfill its responsibility as a shareholder.

Early in its commitment toward responsible investment, Amundi also implemented a shareholder dialogue process based on an alert system informing companies of the SBF120 index and a group of large European issuers of potential negative votes at their general meetings.

Voting and dialogue allow us to actively participate in the improvement of the practices of companies in which we invest.

*please note this does not apply to UK and Hong Kong clients

Directive on Markets in Financial Instruments (MIF Directive)

The European Markets in Financial Instruments Directive (the “MiFID”) is in effect on the 1st November, 2007. Find below the information on this new regulation.

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