04.02.2021

Amundi launches Amundi OCIO Solutions Division

Amundi, the largest European asset manager, announces the creation of Amundi Outsourced Chief Investment Officer (OCIO) Solutions Division, an investment and advisory team, offering investment services aimed at institutional clients and family offices

OCIO solutions are at the core of Amundi’s investment management offering, having been carried out for Crédit Agricole Group companies for over 30 years. Amundi has also been offering OCIO solutions to external clients since 2009, totalling € 44 billion managed on behalf of non-Group companies1.

Against a backdrop of increasingly complex operational and investment challenges for institutional investors, exacerbated by the recent crisis, Amundi formally established in January 2021 an OCIO Solutions Division, embedded within its Multi-Asset investment Platform. The new offering is structured in order to help clients focus on their strategic goals, by shifting to Amundi some or all of the investment functions typically performed by an Investment Committee. Investment services will be led by a team of Senior Advisors within Amundi, specialised per client type, with in depth knowledge of their challenges. This new set up will help address clients’ crucial strategic, investment and operational needs.

Amundi OCIO Solutions Division offers institutional clients a variety of fully customisable solutions to manage the complexity of their investments, from pure advisory to fully implemented portfolios and investment platforms, building on state-of-the-art infrastructure while benefitting from the set-up of a leading global player in asset management.

OCIO solutions cover:

  • Governance & Strategy
  • Tactical Asset Allocation
  • Asset Liability Management
  • Funds & Managers Selection
  • Architecture Design & Implementation
  • Portfolio & Risk Management
  • Risk Overlays
  • Reporting; and
  • Knowledge Transfer & Trainings

This new division combines 28 OCIO experts, leveraging on the Multi-Asset investment Platform with more than 200 professionals - including Funds and Managers Selection -, the 140 Analysts and Researchers and the whole range of Amundi investment resources present in 40 locations across the world. The division is organised around OCIO Senior Advisors with strong client experience and dedicated to specific client types: pension funds, insurance companies, family offices, sovereigns, central banks, corporates, agencies.

Amundi’s OCIO experts are located in Paris, Milan, Munich and Hong-Kong for increased proximity with clients.

 

Matteo Germano, Head of the Multi-Asset investment Platform at Amundi, said: “This new division leverages our comprehensive expertise and research-driven investment culture to support institutions on their investments, from key strategic asset allocation to portfolio management implementation. Our offering extends all the way to acting as a trusted partner on their investment plans and structures.

He added: In an increasingly complex and sophisticated financial environment, this new OCIO set-up furthers Amundi’s strategy to complement its core asset management activity with services through a long-term partnership approach.”

Laurent Tignard, Head of Amundi’s OCIO Solutions Division, added: “Institutional investors are facing a series of challenges: low interest rates, macro and markets uncertainties, and IT and regulatory pressures. They can outsource this operational investment complexity to Amundi as an OCIO Partner and focus on their core business. We will optimize their operational structure, help them reduce costs, improve investments decision-making and provide better visibility and control of overall risks, both operational and investment. Our recommendations and investments will be aiming at benefiting each client.”

 

Important Information

This document is intended solely for the attention of journalists and professionals of the press/media sector. The information contained herein concerning Amundi 2021 investment outlook is provided solely to enable journalists, media professionals and media to have an overview of the Amundi 2021 investment outlook and whatever use they make, which is exclusively for independent editorial, Amundi Asset Management assumes no responsibility. The information in this document is as at 12.11.2020 except where otherwise stated. This material is based on sources that Amundi considers to be reliable at the time of publication. Data, opinions and analysis may be changed without notice.

For Professional Clients only. This document is being issued in the United Kingdom by Amundi (UK) Limited, 41 Lothbury, London EC2R 7HF, which is authorised and regulated by the Financial Conduct Authority (the “FCA”) under number 114503. This may be checked at https://register.fca.org.uk/ and details about the extent of regulation by the FCA are available on request. This document is only directed at persons who are Professional Clients (as defined in the FCA’s Handbook of Rules and Guidance), must not be distributed to the public and must not be relied or acted upon by any other persons.

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1 Source : Amundi, as of end September 2020

 

Amundi, the leading European asset manager, ranking among the top 10 global players2, offers its 100 million clients – retail investors, institutional investors and companies – a complete range of savings and investment solutions in active and passive management, in traditional or real assets.

With its six international investment hubs3, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.

Amundi clients benefit from the expertise and advice of 4,500 employees in nearly 40 countries. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages nearly €1.65 trillion in assets4.

With 35 years’ experience, Amundi Multi-Asset investment platform offers one-stop active solutions to access the full breadth of Amundi’s investment knowledge. Alongside bespoke advisory services, its specialists excel in designing and managing innovative solutions and delivering strong long-term performance. As the leading global platform5 with over 900 clients, Amundi Multi-Asset manages €250bn of assets6.

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2 Source: IPE “Top 500 Asset Managers”, published in June 2020, based on AuM at 31/12/2019.

3 Boston, Dublin, London, Milan, Paris and Tokyo

4 Amundi data at 30/09/2020

Source: Amundi Finance - September 2020 - Multi-Asset Platform

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