Equity management: global expertise and proven investment practices

Amundi offers a comprehensive range of equity strategies, covering all main geographical areas, sectors and capitalization levels. Our experienced teams use proven investment processes across market cycles. Supported by the strength of extensive internal resources and skills, we’re committed to providing tailored products suited to our clients’ risk objectives.

Supporting equity investors in any market

During this time of low interest rates, constructive central bank policies, a favourable macro-economic environment and attractive dividend yield, investors are showing a renewed interest in equity markets. They understand that to make the most of opportunities for growth they may need to take more investment risk, as long as the risk is proportional to the return.

Equity investing implies a risk of capital loss and does not offer any guarantee of performance or capital security.

Specialised investment teams that respond swiftly to market changes

A global presence, including in emerging markets

A wide range of solutions to match clients’ objectives

Rigorous portfolio monitoring with independent analysis

A comprehensive range of strategies supported by extensive internal resources

01 | Confident investment management

We offer a wide range of equity investment products, covering all main geographical areas and investment management styles. Our robust processes are based on a common philosophy: we aim for the best performance whilst managing risk effectively. All processes are strictly monitored by a risk department that works independently from our investment teams.

02 | Experienced teams, based locally

The Equity Investment Platform brings together teams of experts located in all the main financial markets around the world, including London, Paris, Singapore, Hong Kong and Tokyo. These small teams, of fewer than ten investment professionals each, have such a comprehensive understanding of their local market and the wider investment universe that they can move swiftly in response to fluctuating market conditions. Amundi has entrusted its thematic equity management to CPR AM, a 100% subsidiary of Amundi Group.

03 | A dedicated platform to improve communication

All investment teams have access to a centralised platform that pulls together knowledge and expertise. This facilitates effective communication between portfolio managers and research teams creating strong ties. This platform allows us to provide you with a range of global solutions within a strong, risk-monitored framework.

Equity investing implies a risk of capital loss and does not offer any guarantee of performance or capital security.

Expert talk

Romain Boscher Fond Uni

Romain Boscher

Global Head of Equities

« We leverage our size to provide outstanding solutions combining the strength of our platform with value added generated by a decentralized decision making process and human sized teams creating value. »

An organization focused on providing modular solutions

For illustrative purposes only. Subject to change without notice.

Equity investment experts

€222 bn

assets under management1

94

portfolio managers1

38

analysts1

Equity Strategies at Amundi: active management to seize market opportunities on a global scale

European equities

Our experienced portfolio managers teams implement a conviction-based approach on the universe of European companies, ranging from small caps to large caps. With many investors concerned by stock market volatility, we have also developed innovative strategies which aim to optimise the risk/reward ratio by reducing portfolio volatility.

01 | Small Cap

We cover a large and dynamic universe, characterized by a high EPS growth which offers strong potential returns over the long term. Companies meetings - 1,000 per year on average - are at the heart of idea generation, with successful results over the past 10 years.

02 | Large Cap

We run a pragmatic bottom-up stock selection with no a priori bias in terms of style in order to seek regular outperformance over the long term. We aim to seize opportunities in all market segments and are unconstrained in terms of sectors and countries with a moderate level of risk.  With €9 bn of AuM, large cap is one of our core equity strategies.

03 | Smart Beta

We offer a broad range of solutions from purely passive to active approaches. With 7 years of experience on efficient-frontier portfolios, our investment team - supported by quant research - focuses on high level of diversification in order to provide resilience in difficult markets while participating to the market upside.

Emerging and Japanese Equities

01 | Emerging Equities

Emerging markets offer strong fundamentals and a higher GDP long term growth potential than developed markets. We believe that emerging markets equities offer a valuation discount compared to major asset classes.

  • Internal Demand: our strategy invests in emerging markets worldwide (India, Asia, EMEA, LATAM). With an average experience of 17 years on emerging markets and managing above USD 5 bn, our investment team relies both on in-house and sell-side research. Their aim is to detect the best opportunities and build high conviction portfolios.
  • Regional strategies: we offer exposure to targeted areas through regional (MENA, LATAM) as well as country strategies (India, China, Brazil, Thailand...). Our long-standing local presence notably in Asia fosters market knowledge and ensures direct access to corporate managers. Our local teams focuses on companies with the strongest potential in the most dynamic areas, while monitoring the risks inherent to emerging markets.
     

02 | Japanese equities

We believe that the Japanese equity market is full of opportunities now that reforms are being enforced and that the Bank of Japan is implementing extraordinary monetary policy.

Our Japan Target strategy benefits from our long-standing presence in Japan and a strong 10-year track-record. It aims to offer participation to market upside while mitigating market downfalls. To do so, our investment professionals implement a non-benchmarked active, strong conviction approach: they identify undervalued cash rich companies and select the most attractive profiles through fundamental research. Our strategy seeks to benefit from the secular theme of improving capital efficiency and increased shareholder value in Japan.

1 - Source : Amundi, as of September 30, 2017.

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.

Our solutions do not offer a performance or capital guarantee and present a risk of capital loss