Amundi Services

Amundi Services is a strategic business line of Amundi, offering outsourced solutions and services to asset managers and institutional investors. The asset management Europe leader1 opens his platform to support clients reshaping their operating model. Amundi Services is committed to provide high value and quality services to his clients, based on reliable, industrial and fully integrated set of services.

Amundi Services, your trusted partner for technology and operational services

Amundi Services' 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
  • Transition management

Amundi Services offers solutions to support wider market access based on an industrial and innovative platform. Moreover, Amundi innovates constantly to enrich the technology platform with cutting edge solutions in order to shape the future.

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

The Asset Manager's value chain

Amundi Services supports asset managers and investors in re-designing their operating model by leveraging our group 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 Services makes the difference?

+ 40

internal and external asset managers
use the platform3

6 000

spanning multiple
asset classes3

 €1 425

billion in AuM3

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 20 years’ worth of extensive investments in research and development. The portfolio manager's workstation can be set up 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.

The ideal solution for order execution

Amundi Services 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

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.

 
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 #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 Paris 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”.

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”.

1. Source: IPE “Top 400 asset managers” published in June 2018

2. ALTO: Amundi Leading Technology & Operations

3. Source: Amundi figures as of December 31, 2018.

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.