Banks and Financial Institutions

  

Banks and financial institutions must adjust their proprietary portfolio to a complex environment: regulatory constraints, geopolitical and macroeconomic uncertainties, monetary policy and regime shifts in asset classes.
In that context, Amundi, as the European leading asset manager, is able to provide a global range of strategic advice, investment solutions, ESG expertise and services for the complex challenges they’re facing.

Our Approach

Amundi offers banks and financial institutions dedicated solutions to meet their constraints along with their search for performance, yield and diversification expectations:

   

Amundi supports banks and financial institutions finding opportunities in a regulated environment:

 

  

Amundi adapts to banks and financial institutions specificities:

 

      

Our Capabilities for Banks and Financial Institutions

Cash return enhancement

Offer liquidity providing off-the shelf funds and tailored mandates

     

  • Turnkey cash management solution
  • Diversification of your risks, including counterparty risk
  • Sharp adequate alternative to Central Banks deposits

 

LCR ratio optimisation

Offer significant returns optimization with investing in assets qualified for LCR HQLA portfolios (Basel III) 

      

      

Amundi offers a global range of HQLA strategies. Our HQLA solutions are actively-managed investment strategies based on fundamental and quantitative analysis adapted to clients’ needs. 

 

Capital cost optimisation & collateral transformation

Offer attractive excess premia by optimizing a bucket of the bank's balance sheet

 

Amundi offers tailored made portfolio management based on bank’s capital requirements, capital costs and funding costs with a broad and large range of solutions.

 

Diversification

Offer a wide range of investment strategies across all asset classes and all geographical areas

     

 

Seize market opportunities and improve return on investments while minimizing volatility through a wide range of investment strategies:

  • Active and passive management strategies: fixed income, equity, multi asset, smart beta
  • Real assets: real estate, private equity, unlisted debt, infrastructure

INSTITUTIONALS

Amundi extends its savoir-faire to institutional investors in order to accompany them dealing with their main challenges, providing them with investment solutions as well as specific services. 

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CORPORATE

As the European leader of asset management, Amundi has provided Corporates for more than 30 years with effective and end-to-end solutions thanks to wide-ranging capabilities and bespoke services.

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INSURERS

The complexity of the insurance environment has raised Insurance companies expectations in terms of asset allocation and regulatory assessment.

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PENSION FUNDS

Amundi aims to be the dedicated partner of pension funds, whether they are public or private, Defined-Benefit, Defined-Contribution or Hybrid, by helping them to match their objectives...

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SOVEREIGN

In an environment marked by uncertainties, may they be macroeconomic or political, Sovereign entities are pursuing broad objectives.

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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.