Investor Account Access
Investor access to shareowner accounts, Uni-K accounts, and others.
More and more, investors are choosing separately managed accounts, or SMAs, to help pursue their goals. SMAs offer a range of customizable options that can provide potential benefits beyond that of the average mutual fund or exchange traded fund (ETF), including:
1 Diversification does not assure profit or protect against loss
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Experienced Professional ManagementOur SMA portfolios allow clients to leverage the same expertise and insights of the professional investment teams who manage our funds and strategies with similar objectives. |
Time-tested Investment StrategiesEach of our SMA products is managed based on a time-tested investment approach that’s been successfully deployed across multiple market cycles. |
A Range of Options for Investor NeedsWe offer equity and income strategies to help each client build a portfolio that can be flexible and responsive to their needs and objectives. |
Financial Professionals, for more information, contact your Amundi US Sales Specialist at 800-622-9876.
Please contact us if you would like to speak to one of our representatives about SMAs.
Important Information
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 Fundamental Growth SMA 1,2,3,4
Pioneer Large Cap Core 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.
Pioneer High Income Municipal SMA
Pioneer High Income Municipal Plus SMA
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. Investments in high yield or lower-rated securities are subject to greater-than-average price volatility, illiquidity and possibility of default. When interest rates rise, the prices of fixed income securities in the Fund will generally fall. Conversely, when interest rates fall, the prices of fixed income securities in the Portfolio will generally rise. Investments in the Portfolio are subject to possible loss due to the financial failure of issuers of underlying securities and their inability to meet their debt obligations. Prepayment risk is the chance that an issuer may exercise its right to prepay its security, if falling interest rates prompt the issuer to do so. Forced to reinvest the unanticipated proceeds at lower interest rates, the Portfolio would experience a decline in income and lose the opportunity for additional price appreciation. The value of municipal securities can be adversely affected by changes in financial condition of municipal issuers, lower revenues, and regulatory and political developments. The Portfolio may use derivatives, such as options, futures, inverse floating rate obligations, swaps, and others, which can be illiquid, may disproportionately increase losses, and have a potentially large impact on performance. Derivatives may have a leveraging effect on the Portfolio. A portion of income may be subject to local, state, federal and/or alternative minimum tax. Capital gains, if any, are subject to a capital gains tax. 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.
Amundi US is the US business of the Amundi Asset Management group of companies. Investment advisory services are offered through Amundi US, Inc. and Amundi US Institutional Asset Management, Inc. (collectively “Amundi US”). Not all Amundi products and services are available in all jurisdictions.
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 either by Amundi US or a third party investment adviser, broker-dealer or other financial services firm (a “Sponsor”). When acting as a discretionary investment manager, Amundi US is responsible for making and implementing all investment decisions in SMA Program accounts. When acting as a non-discretionary model provider, Amundi US’ responsibility is limited to providing investment recommendations (in the form of model portfolios) to the SMA Program Sponsor who may or may not, in their sole discretion, utilize such recommendations in connection with its management of SMA Program accounts. In such “model-based” SMA Programs (“Model-Based Programs”), it is the Sponsor, and not Amundi US, which serves as the investment manager to, and has trading responsibility for, the Model-Based Program accounts.
There is no guarantee that the portfolio will continue to hold any particular security and securities are held in varying percentages. Holdings are subject to change since the portfolio is actively managed. Holdings are intended to illustrate the composition and characteristics of the SMA for separately managed accounts. Across client portfolios, there may be variations in holdings and the percentage of holdings as dictated by diversification needs, specific client guidelines, account size, cash flows within accounts and restrictions on accounts.
The Model Portfolio/SMA securities holdings information provided is intended solely for your use in evaluating the Model Portfolio/SMA portfolio(s). Under no circumstances does the information contained within represent a recommendation to buy, hold or sell securities and it should not be assumed that the securities transactions or holdings presented were or will prove to be profitable.
Separately managed account programs are available exclusively through a Financial Professional. Separately managed account programs may require a minimum asset level and, depending on specific investment objectives and financial position, may not be appropriate for all investors.
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