With a team exclusively dedicated to external fund manager selection and analysis, Amundi has been advising its clients on their investment choices for the past 20 years.
Leverage Amundi’s pricing power by outsourcing this service to us.
Years of experience in serving our partners
Years of experience in serving our partners
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Paul Weber
When screening for managers, we look for long established track records combined with stable personnel within the investment team and 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 and the portfolio construction of the strategy being assessed.
A wide range of AMs monitored to identify best of breed strategies
A wide range of AMs monitored to identify best of breed strategies
We have ongoing coverage of 200+ asset managers and 500+ funds across all asset classes (including Liquid alternatives), regions and investment styles. This includes mainline managers as well as boutique investment managers and local companies.
A robust and disciplined approach to fund selection
Idea generation and preliminary analysis
Over €60bn invested or advised in third-party funds, 20K+ funds screened from the universe of UCITS funds in Morningstar and Lipper database
Due diligence analysis
Investment due diligence (IDD) covering quantitative, qualitative and ESG aspects and operational due diligence (ODD)
Validation
Peer challenged validation before a rating can be issued.
Continuous monitoring
Performance formally monitored
A dedicated team of experts
Organized across 4 international hubs, our dedicated Fund Research and Manager Selection team is one of the largest in the industry with an average of 15 years’ experience in fund selection.
A dedicated team of experts
A wide range of services for our partners
Access our Fund Selection services while benefiting from the advantages offered by Amundi's Services and Solutions ecosystem:
- Rebate collection, distribution agreement, order routing and fund information hub through Fund Channel distribution platform.
- Sub-advisory platform enabling investors to benefit from economies of scale and improved risk monitoring.
A wide range of services for our partners
30
analysts
500
strategies covered
200
asset managers covered
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Unless otherwise stated, all information contained in this document is from Amundi Asset Management S.A.S. and is as of 21 October 2024. 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.
Date of first use: 21 October 2024
Doc ID: 3820755
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