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Fund Selection Services
Fund selection services
To complement our in-house expertise, we deploy our fund selection expertise to identify investment managers who can repeatedly outperform their benchmarks/peers by offering clear and sustainable competitive advantages.
A robust and disciplined approach
At Amundi, we believe that a robust and in-depth fundamental fund research process can uncover significant alpha generating opportunities.
When screening for managers, we look for long established track records combined with stability of personnel within an investment team and the research resources and a clear alignment of interests. Successful managers typically have a clear investment philosophy and a robust and consistent investment process which drives the analysis behind and the portfolio construction of the strategy under evaluation. We look for comprehensive risk management structure and a fee structure that is fair and aligns the interests of both the manager and the client.
Our fund selection and rating criteria are based on four pillars:
Amundi’s Fund Research & Manager Selection analysts rate approximately five hundred funds and conduct in excess of eight hundred manager meetings and calls per annum.
Manager Selection and Fund Research Process
Fund Research & Manager Selection analysts implement a four-stage continuous process for manager selection:
Our analysts quantitatively screen funds for the purposes of idea generation. Quantitative screening parameters are applied to inform us whether a manager’s performance is due to skill, or the result of good fortune. Quantitative scores help us to identify consistently performing managers who merit further analysis.
Key differentiators of our manager research and selection
Vastly experienced & well-resourced
Our analysts have an average of 15 years in fund selection, covering approximately 500 strategies*.
Extensive historical database
Our manager database goes back over 15 years, one of the longest in the industry*
Operational due diligence
We conduct due diligence on operational aspects of the fund provider, with a current coverage of approximately 200 managers*
* Data as of end December 2022, given for illustrative purpose only.
IMPORTANT INFORMATION
Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of December 2023. 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.
Doc ID: 3293353