Partnering with institutional and professional investors, we deliver end-to-end solutions – from strategic advisory to full investment delegation.
Our expertise supports better portfolio construction, stronger governance and informed decision-making, powered by continuous research covering macroeconomic trends, financial markets, investment strategies, risk management and regulatory considerations, enabling robust forward-looking investment decisions.
You remain the driver of your ambitions and choose the areas where you want support from a leading partner, while benefiting from Amundi’s global reach, proven track record and experience across all client segments to create tailored solutions
Gain access to Amundi’s research, ESG and investment capabilities.
Our OCIO offering deploy Amundi’s full range of investment capabilities: active & passive strategies, fixed income, equities, multi-asset, alternatives and real assets.
We design and implement tailored solutions that meet the specific needs of banks, insurers, wealth managers, foundations, family offices, pension funds and corporates.
We provide long-term support across governance, investment management, financial engineering and implementation, delivering a tailored, ongoing partnership to help execute your strategic objectives.
years of experience in all-asset investing / advisory¹
of assets under management¹
dedicated portfolio managers in Europe and Asia1
We focus on three key areas to drive your investment success:
Optimize decision-making with organized information and governance:
Capture performance while managing risk:
Streamline trading, monitoring, and reporting processes:
Our case studies provide examples of how we have supported institutional clients in investment and governance challenges.
| Client profile | A large institutional pension fund |
| Client challenge |
|
| Our approach |
|
| Outcomes |
|
| Client profile | A large European life insurer |
| Client challenge |
|
| Our approach |
|
| Outcomes |
|
| Client profile | A major investment bank |
| Client challenge |
|
| Our approach |
|
| Outcomes |
|
| Client profile | A major European public pension fund |
| Client challenge |
|
| Our approach |
|
| Outcomes |
|
An outsourced CIO is a delegated investment partner that designs and implements an investment program on your behalf, providing a full modular investment value proposal.
An OCIO is a collaborative partner: we co define your ambitions, constraints and governance so your objectives are embedded in the mandate, then design, implement and monitor a tailored investment program.
Collaboration is governed by an agreed mandate and communication cadence: onboarding and mandate documentation, regular review meetings, reporting, access to experts — all designed to keep you in control while we manage day to day investment activity.
Measure success against your stated objectives and constraints: investment performance versus agreed benchmarks and peer groups, risk control (volatility, drawdowns, tracking error), adherence to your mandate and ESG rules, cost‑efficiency, and the strength of governance and communications.
1. Amundi, as of December 31, 2025 rounded to the closest Bn. Information given for indicative purposes only, may be changed without prior notice.
This information is exclusively intended for “Professional” investors within the meaning Directive 2014/65/EU of the European Parliament and the Council of 15 Many 2014 on Markets in Financial Instruments (as amended) (MIFID II). It is not intended for the general public or for non-professional individual investors within the meaning of all local regulations, or for “US Persons”, as defined in the Securities and Exchange Commission’s “Regulation S” under the 1933 U.S. Securities Act. This non-contractual information does not under any circumstances constitute an offer to buy, a solicitation to sell, or advice to invest in financial instruments of Amundi or one of its affiliates (“Amundi”). Investing involves risks. The performance of the strategies is not guaranteed. Past performance does not predict future results. Investors may lose all or part of the capital originally invested. There is no guarantee that ESG considerations will enhance a strategy’s performance. The decision of investors to invest in the promoted strategies should take into account all characteristics of objectives of the strategies. All investors should seek professional advice prior to any investment decision, in order to determine the risks associated with the investment and its suitability. Amundi assumes no liability, either direct or indirect, resulting from the use of any of the information contained in this document, and shall not under any circumstances be held liable for any decisions taken on the basis of this information. This information may not be copied, reproduced, modified, translated or distributed, without the prior written approval of Amundi. This information is provided to you based on sources that Amundi considers to be reliable at the date of publication, and it may be modified at any time without prior notice.
