Amundi Services

Amundi Services allows asset managers and asset owners to outsource most of their operational platform by capitalising on the tools and services of the largest european investment manager. Amundi Services offerings leverage its technology and expertise in order to provide complete and fully integrated solutions

Amundi Services, your trusted partner

To meet these challenges, asset managers need to implement an appropriate operational model with teams that are highly qualified in:

  • handling large volumes of financial data,
  • data enrichment.

Our goal is to help asset managers capitalise on our own operational chain: Amundi Services is giving asset managers the chance to benefit from an established automated model and to enter into a win-win partnership.

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

The Asset Manager's value chain

Amundi Services is a set of solutions designed by an asset manager for asset managers. Delegate some or all of your support functions and focus instead on strategy, seeking potential performance and marketing:

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

Why Amundi Services?

+ 40

internal and external asset managers
use the platform1

6 000

spanning multiple
asset classes1

 €1 452

billion in AuM2

1- Source : Source Amundi 31/12/2016

2 - Amundi figures as of March 31, 2018

A turnkey solution

Amundi Services 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 Services 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 15 years’ worth of extensive investments in research and development. The portfolio manager's workstation can be configured by investment process.

Modular services

The service range is based on existing in-house operational processes that have stood the test of time. As a result, their implementation can be considered both simple and low-risk.

An expert Buy-Side RTO platform operated by Amundi Intermédiation

Amundi Services offers a solution for Buy-side operators and provides access to "TIER 1"  quality services

With our Buy-Side RTO system, portfolio managers delegate the execution of their orders while maintaining contact with the markets and their Research providers and also keeping a strict monitoring of their Research budget.

Adopting this solution means being able to rapidly meet key objectives, including:

  • The regulatory compliance of the order execution chain.
  • Access to liquidity and high-quality brokers selected on the principal markets.
  • The search for the best execution prices enabling alpha generation of the portfolios.
  • Cost control.

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. 

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.