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Model Portfolio Solutions

 

A new approach to packaged fund solutions

As part of the Amundi Services and Solutions ecosystem, our Model Portfolio Solutions (MPS) are comprehensive and ready-to-implement investment solutions that will help you manage your end clients’ assets effectively, while growing your business and enhancing your income.

View our MPS offering

A comprehensive range of 'off the shelf' solutions

The offer consists of an initial set of 10 actively managed model portfolios designed to suit the needs of a variety of investors, covering different investment objectives, risk profiles or currencies.

Looking for long-term risk-adjusted returns?

We provide access to a range of risk profile portfolios (conservative, balanced, dynamic) across a global investment universe. Our open architecture structure includes actively managed funds and ETFs, both with an ESG dimension. These portfolios come in several currencies (EUR or USD).

Interested in thematic investments?

Amundi has built a deep expertise in the allocation and construction of thematic focused portfolios. Based on open architecture, these portfolios offer access to diversified assets and investment strategies across one or more specific investment themes. Our offering is an open architecture 100 % equity model portfolio, built from actively managed funds and ETFs. This portfolio currently focuses on environmental issues, such as water, and on themes related to technology and socio-demographic trends.

Concerned by climate change?

Climate change is not only a major challenge for the planet, it also poses significant financial risks for companies and investors (anticipated rise in fossil fuel prices, carbon tax, CO2 emissions trading systems for large industrial emitters, etc.).

As a pioneer in responsible finance, Amundi is committed to offering an innovative model portfolio (MPS Climate Change) that promotes the renewable energy transition and a low-carbon economy. The allocation strategy and fund selection are specifically adapted to address these challenges.

 

   

An integrated offer

Access Amundi's global expertise to support a variety of client outcomes.

1.

Considers your full value chain - above and beyond the investment side.

2.

Multi-asset core allocation process applicable to any universe - active funds, ETFs, in-house or third parties.

3.

Comprehensive support: network events, reporting, advisor training, marketing toolkit.

4.

Multiple structuring approaches to support all types of distribution offerings and client segments.

5.

Digital tools available to advisors and end clients.

6.

All dimensions (branding, wrapping, language, universe…) can be customised.

The benefits of using our model portfolios

 

   

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