Outsourced CIO Solutions

We help you optimize portfolio strategy, advise you on asset allocation and governance, and provide ongoing economic and financial research ─ delivering solutions that evolve with your goals.

Our OCIO solutions at Amundi are comprehensive and modular, supporting you throughout the entire investment process

End-to-End partnership

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.

End-to-End partnership

OCIO- partner - institutional-professional investors

Building lasting value together

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.

Our key differentiators

35+

years of experience in all-asset investing / advisory¹
 

€84bn

of assets under management¹

30

dedicated portfolio managers in Europe and Asia1

How can we help?

We focus on three key areas to drive your investment success:

Investment framework

Return generation

Operational efficiency

Optimize decision-making with organized information and governance:
 

  • Governance & strategic asset allocation
  • ESG
  • Research
  • Selection & monitoring of external managers

OCIO solutions - investment framework

Capture performance while managing risk:
 

  • Asset allocation
  • Alpha
  • Management under constraints (regulatory & accounting)
  • Risk manaement & overlays

OCIO - return generation

Streamline trading, monitoring, and reporting processes:
 

  • Fiduciary partnership
  • Structuring & optimal use of service providers
  • Governance operational
  • Reporting

OCIO - Operational efficiency

What sets us apart?

  • European leadership backed by local expertise
     
  • End-to-end modular OCIO platform
     
  • Consistent value chain from advisory to investment management, supported by our ALTO technology framework
     
  • Open architecture (ability to integrate best in class third party managers and solutions)
     
  • Optimal combination of active and passive strategies, complemented by liquid alternatives and private assets
     
  • Advanced ESG and sustainability integration across research, portfolio construction and stewardship

Addressing our clients’ long-term goals is possible thanks to our portfolios

OCIO solutions in action

Our case studies provide examples of how we have supported institutional clients in investment and governance challenges.

Investment governance

Risk Overlay Management

Fiduciary implementation

ESG

Client profileA large institutional pension fund 
Client challenge
  • Improve accounting predictability
  • Reduce projected contributions
  • Strengthen client oversight
Our approach
  • Multiple OCIO solutions, co-governed via client–Amundi committees
  • Set assumptions: returns, discount rate, inflation, cash flows, rebalancing
  • Model current allocation: return distribution, ALM, funding-ratio scenarios
  • Test alternative allocations and optimizations, including real estate and private equity
Outcomes
  • Clear recommendations and an actionable implementation roadmap
  • Improved sponsor's ROE
  • Reduced contribution volatility
  • Enhanced governance
Client profileA large European life insurer
Client challenge
  • Manage a global outsourced investment portfolio
  • Matching portfolio and growth assets (corporate bonds, high yield, emerging market debt, equities)
Our approach
  • Managed against a defined Strategic Asset Allocation
  • Risk controls: Value at Risk (VaR) limits
  • Maximum modified duration constraint
Outcomes
  • Risk carefully monitored and managed
  • Alignment with Strategic Asset Allocation
Client profileA major investment bank
Client challenge
  • Invest assets to guarantee loans across multiple portfolios
  • Manage portfolio complexity efficiently
  • Ensure compliance with financial disclosure and regulatory reporting                                       
Our approach
  • Tailored fiduciairy solution
  • Streamlined operations
  • Post-trade services for transparency and compliance
Outcomes
  • Streamlined operations
  • Enhanced transparency
  • Regulatory compliance
Client profileA major European public pension fund
Client challenge
  • Long-standing ESG engagement 
Our approach
  • Manage Multi-Asset ESG Total Return Fund of Funds (since 2013)
  • Growth-oriented portfolio including developed and emerging equities, credit, and government bonds
  • Strict ESG criteria per the client's responsible investment charter
Outcomes
  • Consistent ESG-focused investment approach
  • Alignment with the client's responsible investment objectives

Serving a broad range of institutional investors

Insurers

Banks and Financial Institutions

Pension Funds

Family Offices

Corporates

Discover our latest publications

Frequently Asked Questions
Have questions? We’re here to help

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.