Amundi Services

Amundi Technology is a strategic business line of Amundi, offering outsourced solutions and services to asset managers and institutional investors. The European leader in asset management1 opens its platform to support clients reshaping their operating model. Amundi Technology is committed to providing high value services to its clients, based on reliable, industrial and a fully integrated set of services.

Amundi Services, your trusted partner

Amundi Technology' solutions support clients' needs for portfolio management, front & middle-office, data outsourcing and wide market access for funds services.

  • Dealing activities outsourcing for a large panel of assets classes
  • ALTO2, the Portfolio Management System (PMS) platform, a software with a set of technology and operational services, covering portfolio analysis, pre & post trade compliance, risks, performance, trade processing & position keeping, reporting and data management
  • Fund Hosting via ManCo services (France, Luxembourg, Austria, Ireland) with a set of value-added portfolio management services and distribution support

Given for illustrative purposes only, may be changed without prior notice.

The Asset Manager's value chain

Amundi Technology supports asset managers and investors in re-designing their operating model by leveraging our group's full value chain and expertise.

 

Enhanced market access and reduced transaction costs to match new investment management requirements

Industrialized operational chain to gain economies of scale, improve speed of delivery and service quality

Improved innovation capabilities to cope with competitive environment despite high regulatory investments

  

Why Amundi Technology makes the difference?

+50

internal and external asset managers
use the platform3

16 000

portfolios spanning multiple
asset classes3

€1 662

billion in AuM including 101 billion for external clients3

A turnkey solution

Amundi Technology covers all
the key links in an asset
manager's operational
chain, both upstream and
downstream of the portfolio
management decision-making
process.

Amundi's expertise

Amundi Technology gives you
access to our platform,
allowing you to benefit from
the full range of expertise
built by the Amundi teams
in a constantly changing
sector.

Highly configurable portfolio        management processes

Our predominantly proprietary technology is the result of 20 years’ worth of extensive investments in research and development. The portfolio manager's workstation can be set up by investment process.

The ideal solution for order execution

Amundi Technology offers a solution for players of all sizes and provides access to "TIER 1" quality services

“A centralized dealing desk giving access to all instruments and geographical areas” 
  • Centralization and execution of fund managers orders at best execution
  • Guarantee of orders execution’ compliance with regulators and clients
  • Access to liquidity and value added execution
  • Operational efficiency & cost reduction
  • Equal treatment between clients and full separation between investment management client companies

Events

Consultant Forum - Amundi Services

12 November 2019
London, UK
Amundi Services is delighted to welcome consulting firms to present them our dealing offer.

 
Consultant Forum - Amundi Services

29 November 2019
Frankfurt, Germany
Amundi Services is delighted to welcome consulting firms to present them our up-to-date offer.

 
Consultant Forum - Amundi Services

9 December 2019
Paris, France
Amundi Services is delighted to welcome consulting firms in our offices to present them our up-to-date offer.

2020

PwC AWM Virtual Conference 2020

19 November 2020

Amundi Services takes place in the PwC Virtual Conference dedicated to Asset and Wealth Management.

Trade Tech Europe

20 & 21 October 2020
Amundi Services participates in the virtual TradeTech Europe event.

AGEFI AM Tech Day 2020 

13 October 2020
Paris, France
Amundi Services is delighted to be sponsoring the 11th AGEFI AM Tech Day edition on October 13th 2020 in Paris.

Consultant Forum - Amundi Services

2 March 2020
Paris, France
Amundi Services is delighted to welcome consulting firms in our offices to present them our up-to-date offer.

Fonds Professionell Kongress

26 & 27 February 2020
Vienna, Austria 
Amundi Services participates in the 22nd Fonds Professionell Kongress and animates a conference workshop about the innovation of its PMS ALTO.

 
Fund Hosting workshop

5 February 2020
London, UK
Amundi Services welcomes fund hosting experts to share their insights about the following subject: “Cross Border: Ireland, Luxembourg and local”.

 
IPEM 2020

28 January 2020
Cannes, France
Amundi Services participates in the IPEM exhibition in Cannes.

 
Paris Fintech Forum

28 January 2020
Paris, France
Amundi Services participates in the Paris Fintech Forum taking place in the Palais Brongniart.

 

2019

 
Consultant Forum - Amundi Services

29 November 2019
Frankfurt, Germany
Amundi Services is delighted to welcome consulting firms to present them our dealing offer.

 
Consultant Forum - Amundi Services

12 November 2019
London, UK
Amundi Services is delighted to welcome consulting firms to present them our up-to-date offer.

 
 AGEFI AM Tech day

8 October 2019
Paris, France
Amundi Services is delighted to be sponsoring the 10th AGEFI AM Tech Day edition on Tuesday 8th October 2019 in Paris.

European FundTech Lab #7 - Funds Europe

12 September 2019
London, UK
Amundi Services is a partner to the seventh FundTech Lab event on Thursday 12th September 2019 in London.

European FundTech Lab #6 - Funds Europe

2 July 2019
Luxembourg
Amundi Services is a partner to the sixth FundTech Lab event on Thursday 2nd July 2019 in Luxembourg.

European FundTech Lab #5 - Funds Europe

16 May 2019
London, UK
Amundi Services is a partner to the fifth FundTech Lab event on Thursday 16th May 2019 in London.

Challenge Open Innovation by Pericles

18 April 2019
Paris, France
Amundi Services participates in the first “Challenge Open Innovation” organized by Pericles consulting on the 18th April 2019 in Paris.

BVI Funds Operations Conference

2 April 2019
Frankfurt, Germany
Amundi Services is a partner to the BVI Fund Operations conference on Tuesday 2nd April 2019 in Frankfurt with more than 500 attendees (institutional investors, asset managers, providers…). Amundi Services animated a conference workshop on “Strategy & Innovation”.

European FundTech Lab #4 - Funds Europe

26th March 2019
Dublin, Ireland
Amundi Services is a partner to the fourth FundTech Lab event on Tuesday 26th March 2019 in Dublin. Amundi Services participates in a panel discussion: “life after legacy”.

2018

AGEFI AM Tech day

17th October 2018
Paris, France
Amundi Services is delighted to be sponsoring the 9th  AGEFI AM Tech Day edition on Tuesday 17th October 2019 in Paris. Amundi was also awarded the prize for “AM Tech leader 2018”.

Publications

24 November 2020

 

Welcome to MOBILIS Gestion in Amundi Services clients community

We are pleased to announce that MOBILIS Gestion has been using Amundi Services’ technological solutions and services since September 2020.

17 November 2020

 

Amundi Services ensures dealing services to be 100% operational.

In the light of the new lockdown caused by the Covid-19 pandemic, Amundi Services guarantees the continuity of the dealing services provided by Amundi Intermédiation.

21 July 2020

 

Amundi Services presents the first edition of the ALTO* Product Roadmap

The roadmap introduces developments and future enhancements for Front, Middle Office, Risk, Compliance, Performance and Reporting.

7 July 2020

 

Amundi ‘Super’ ManCo open for business in Ireland

IPE talks to Amundi Services following the announcement that the Central Bank of Ireland (CBI) has authorised Amundi Ireland as a "Super" management company, allowing it to launch UCITS and alternative funds domiciled in Ireland for the first time in the country's 20-year history.

9 June 2020

 

ALTO* Portfolio Design: From ideas to implementation

Amundi Services provides asset managers and institutional investors with an ALTO* module to manage tailor-made portfolios, and normalize the definition of a portfolio management process going from investment ideas to portfolio implementation, including exposure and performance analysis, market scenarios back-testing and ex-ante risk analysis.

ALTO*: Amundi Leading Technologies & Operations

19 May 2020

 

DevOps is a reality for ALTO*

Amundi has implemented DevOps capacities on the ALTO* platform, for Amundi Asset Management usage, and Amundi Services clients. Enabling fast, continuous and “hassle-free” improvements of the platform for the benefit of the 3 700 business ALTO* users and IT professionals.

ALTO*: Amundi Leading Technologies & Operations

30 April 2020

 

Amundi Services Newsletter #1 - Q1 2020

Amundi Services published its first Newsletter in April 2020 with News, Insights and Event.

17 February 2020

 

Fund Hosting Seminar

Amundi Services held its first Fund Hosting Seminar in February. The event hosted by Amundi London gathered a group of experts and partners to discuss select distribution and regulatory topics trending now within the industry.

13 February 2020

 

Welcome to Swiss Life Gestion Privée in the Amundi Services client community.

06 February 2020

 

ALTO* Insurance

In an environment of ever-lower rates, insurers must adapt their management strategies and increase their operational efficiency. On the other hand, regulatory pressure is increasing, requiring accurate risk analysis, capital management and reporting. In order to address these issues, Amundi Services makes its ALTO* platform available to external clients, with insurance functionalities that integrate the new requirements of insurance management.

ALTO*: Amundi Leading Technologies & Operations

15 January 2020

 

ALTO* Asset Overview for delegated assets

Amundi Services provides to external asset managers and institutional investors a solution to capture assets delegated to third party assets managers and enables the client, for all its assets, to execute compliance, risk controls and other analytics.

19 December 2019

 

In 2017, Amundi announced the finalization of the Pioneer Investments acquisition.
From this date, a migration project has been started to integrate all Pioneer funds from a market-leading solution on ALTO*, the Amundi Portfolio Management System.

03 December 2019

 

Amundi Services welcomes OCTO Asset Management to its client community!

We are delighted to announce that OCTO Asset Management has recently selected Amundi Services and ALTO*, its integrated Portfolio Management solution to strengthen its investment decision-making tools, improve funds monitoring as well to outsource both trading execution and some middle-office functions.

12 November 2019

 

Asset managers are facing challenges: Amundi Services is offering a solution for dealing activities, middle office services and Portfolio Management Services.

21 October 2019

 

Open Asset Management Language helps you to reduce operational risk as an exchange language for Asset Management industry.

17 October 2019

 

Amundi Services, interview with Funds Europe: Strategic technology services – (Fichier Amundi Services offers).

Interview of Amundi Services with IPE, on the "Fund Hosting" offer explaining that despite the rise of cross-border distribution, domestic funds continue to have a bright future. (Fichier IPE Oct 2019).

19 June 2019

 

Funds Europe talks to Amundi’s CTO, Emmanuel Asfar, about the fund manager’s plan to provide programming capabilities to portfolio managers.

16 May 2019

 

Amundi presents its commitment to continuous innovation and its latest work on machine learning and collaborative tools with Funds Europe.

Q2 2019 - Issue #70

 

Gianluca Minieri, Deputy Head of Global Trading at Amundi, appears as the cover story in Global Trading Magazine with a piece entitled “The Inherent Costs of Liquidity”.

This information is exclusively intended for “Professional” investors within the meaning of the MiFID Directive 2004/39/EC of 21 April 2004, and articles 314-4 and following of the General Regulations of the AMF. 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. In addition, past performance is not in any way a guarantee or a reliable indicator of current or future performance. Investors may lose all or part of the capital originally invested.

Potential investors are encouraged to consult a professional adviser in order to determine whether such an investment is suitable for their profile and must not base their investment decisions solely on the information contained in this document. 

There is no guarantee that ESG considerations will enhance a fund’s investment strategy or performance.

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, for any third person or entity in any country or jurisdiction which would subject Amundi or any of its products to any registration requirements within these jurisdictions or where this might be considered unlawful. 

This information is provided to you based on sources that Amundi considers to be reliable, and it may be modified without prior warning.