Investor Account Access
Investor access to Shareowner accounts and Closed End Funds accounts.
Separately Managed Accounts (SMAs)
SMAs at Amundi
Through various sponsor firms, Amundi US offers model-delivery SMAs as well as single- and dual-contract SMAs through a diverse range of actively managed equity and fixed income strategies. By leveraging our comprehensive reporting, reconciliation and portfolio management services, financial professionals can fully focus on helping clients craft the SMA portfolio that meets their needs.
Amundi US acts as a discretionary investment manager or non-discretionary model provider in a variety of separately managed account or wrap fee programs (each, an “SMA Program”) sponsored by a third party investment adviser, broker-dealer or other financial services firm (a “Sponsor”).
Amundi's Strengths
Amundi provides retail, institutional and corporate clients with innovative investment strategies and solutions tailored to their targeted outcomes and risk profiles.
| $2.101 tn |
 |
69 |
| A top-10 global asset manager1 with $2.101 trillion AuM2 |
Convictions-driven, active-management approach and a broad suite of differentiated strategies to meet investor needs |
A global customer base covering 69 countries2 |
1Source: IPE "Top 500 asset managers" published in June 2022 and based on AUM as at December 2021
2Source: Amundi, as of March 31, 2023
3Amundi US is not affiliated with the data providers listed.
4Diversification does not ensure a profit or protect against loss.
Features of SMAs
The flexible structure of an SMA is designed to offer the investor the benefits of direct security ownership combined with the advantages of professional management.
Mutual Funds, Closed End Funds, and ETFs are offered by a Broker-Dealer, while SMAs are offered by an Investment Adviser.
*ETFs and mutual funds can be actively or passively managed.
**Portfolio holdings are updated daily; shielded ETFs can disclose a proxy model.
SMA Selection
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SMA |
SMA |
Quarterly | Quarterly Commentary | Product Profile | Holdings |
|---|---|---|---|---|---|
| Amundi US Equity ESG Improvers SMA |
Equity |
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| Pioneer Core Equity SMA |
Equity |
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| Pioneer Disciplined Growth SMA |
Equity |
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| Pioneer Disciplined Value SMA |
Equity |
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| Pioneer Dividend Equity SMA |
Equity |
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| Pioneer Equity Income SMA
|
Equity |
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| Pioneer Fundamental Growth SMA |
Equity |
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| Pioneer Large Cap Core SMA
|
Equity |
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| Pioneer SMA |
Equity |
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| Pioneer US Large Core Equity SMA
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Equity |
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-- |
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Featured Strategies
Through our SMA strategies, Amundi US seeks to mitigate long-term risk by integrating our extensive investment expertise and research capabilities into active, fundamentally driven investment processes.
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| Amundi US Equity ESG Improvers SMA invests in attractively valued companies with strong potential to be the ESG leaders of tomorrow. |
Pioneer SMA invests in attractively valued, high-quality, sustainable businesses with high or improving ESG ratings. |
Pioneer Fundamental Growth SMA seeks to capture innovation and secular growth in the US economy, while aiming to provide lower volatility and long-term capital appreciation over a full market cycle. |
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More Questions?
For more information, contact your financial professional.
A Word About Risk
Pioneer Core Equity SMA 1,2,4
Pioneer Disciplined Growth SMA 1,2,8,4,9
Pioneer Disciplined Value SMA 1,2,8,4,9
Pioneer Dividend Equity SMA 1,2,7,4
Pioneer Equity Income SMA 1,2,7,4
Pioneer Fundamental Growth SMA 1,2,3,4
Pioneer Large Cap Core SMA 1,5,6,4
Pioneer SMA 1,5,6,4
Pioneer US Large Core Equity SMA 1,5,6,4
1. The market prices of securities may go up or down, sometimes rapidly or unpredictably, due to general market conditions, such as real or perceived adverse economic, political, or regulatory conditions, recessions, inflation, changes in interest or currency rates, lack of liquidity in the bond markets, the spread of infectious illness or other public health issues or adverse investor sentiment. 2. Investing in foreign and/or emerging markets securities involves risks relating to interest rates, currency exchange rates, economic and political conditions. 3. The portfolio invests in a limited number of securities and, as a result, the portfolio’s performance may be more volatile than the performance of other portfolios holding more securities. 4. At times, the portfolio’s investments may represent industries or industry sectors that are interrelated or have common risks, making it more susceptible to any economic, political, or regulatory developments or other risks affecting those industries and sectors. 5. The portfolio generally excludes corporate issuers that do not meet or exceed minimum ESG standards. 6. Excluding specific issuers limits the universe of investments available to the portfolio, which may mean forgoing some investment opportunities available to portfolios without similar ESG standards. 7. The portfolio invests in REIT securities, the value of which can fall for a variety of reasons, such as declines in rental income, fluctuating interest rates, poor property management, environmental liabilities, uninsured damage, increased competition, or changes in real estate tax laws. 8. The portfolio may invest in fewer than 40 securities, and as a result, the portfolio’s performance may be more volatile than the performance of portfolios holding more securities. 9. Investing in small and mid-sized companies may offer the potential for higher returns, but are also subject to greater short-term price fluctuations than larger, more established companies.