Sovereign entities
In an environment marked by macroeconomic and geopolitical uncertainty, Sovereign entities are pursuing a broad set of objectives. In the short-term, they must ensure capital preservation while searching for return generation over the long term. These objectives have to be met by taking into account their important role in the economic landscape, making those objectives harder reconcile.
Offer
Amundi seeks to support Sovereign entities all along the value chain through an end-to-end partnership proposal from strategic advisory to asset management, in order to best support our sovereign partner along the Investment Path and become more than an external asset manager. Services include:
- Tactical asset allocation advisory, spanning active and passive asset classes
- Responsible and more specifically green finance investment strategies
- Strategic advice on key issues such as risk hedging, ESG and other
- Bespoke services such as transition management, risk monitoring
- High level trainings offer on our key expertise and innovative solutions to facilitate knowledge sharing
Key figures
56
clients in 26 countries1
€47 bn
of Assets under management1
1
dedicated team of qualified sovereign sector experts1
Amundi relies on its research-driven investment culture and multi-skilled resources and pulls together all its expertise to offer innovative solutions addressing Sovereign entities’ challenges.
Equities
A wide range of funds covering all main geographical areas, themes and capitalisation levels
Emerging Markets
Our approach looks across asset classes in an integrated process to find opportunities.
ETF, Indexing & Smart Beta
ETF, Indexing and Smart Beta innovative and cost-competitive solutions to investors of all stripes, widely recognized all over the world.
Multi-Asset Investing
Amundi offers strong-convicted diversified solutions across the main asset classes.
1. Source: Amundi figures related to our Institutional, Sovereign, Corporate, Insurers clients and Employee Savings and Retirements at 30/06/2023.
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.
There is no guarantee that ESG considerations will enhance a fund’s investment strategy or performance.
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.