Supporting long-term client ambitions through an OCIO partnership

# OCIO

Context and challenges

Setting the scene

We partnered with a major French mutual group on a multi-billion Euro OCIO mandate, supporting its ambitions in a challenging environment shaped by geopolitical shifts, inflation, evolving regulatory expectations such as Solvency II, and ESG reporting requirements.

Reinforcing the foundations for continued resilience

Objective 1

Strengthen their investment framework

Objective 2

Enhance diversification

Objective 3

Improve operational efficiency

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Marc de Pontevès

Head of Institutional Clients Coverage France

This client chose Amundi for our ability to provide an OCIO solution that brings together our multi-asset expertise, our ALTO technology platform, with enhanced risk monitoring.

Marc de Pontevès , Head of Institutional Clients Coverage France

Our approach and solution

Providing bespoke services in a rapidly changing environment.

We structured an approach around four main pillars:

Delegated asset management: From liquid to illiquid assets.
Technology transformation: Implementation of our full ALTO technology platform to enable the oversight of delegated investments.
Streamlined trading and middle office services: Support for non-delegated investments.
A long-term partnership approach: We assembled a dedicated team of around 10 professionals to provide ongoing support and continuity to the client.

The bottom-line

A strengthened investment framework

The partnership provided a broader range of investment instruments and together with a cutting-edge technology platform, complemented internal capabilities and improved agility across the organization.

This framework enables the client to focus more fully on core priorities and supports their ability to seize future opportunities.

A strengthened investment framework

2026 - Outsourced CIO Solutions - Marc de Ponteves

Hear from Marc de Pontevès, Head of Institutional Clients Coverage – France, on how Amundi supported the partnership

Our offering for insurers

Insurers

Outsourced CIO Solutions

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