Amundi Services is a strategic business line of Amundi, offering outsourced solutions and services to asset managers and institutional investors. The European leader in asset management1 opens its platform to support clients reshaping their operating model. Amundi Services is committed to providing high value services to its clients, based on reliable, industrial and a fully integrated set of services.
Amundi Services, your trusted partner
Amundi Services' solutions support clients' needs for portfolio management, front & middle-office, data outsourcing and wide market access for funds services.
- Dealing activities outsourcing for a large panel of assets classes
- ALTO2, the Portfolio Management System (PMS) platform, a software with a set of technology and operational services, covering portfolio analysis, pre & post trade compliance, risks, performance, trade processing & position keeping, reporting and data management
- Fund Hosting via ManCo services (France, Luxembourg, Austria, Ireland) with a set of value-added portfolio management services and distribution support
Given for illustrative purposes only, may be changed without prior notice.
The Asset Manager's value chain
Amundi Services supports asset managers and investors in re-designing their operating model by leveraging our group's full value chain and expertise.
Enhanced market access and reduced transaction costs to match new investment management requirements
Industrialized operational chain to gain economies of scale, improve speed of delivery and service quality
Improved innovation capabilities to cope with competitive environment despite high regulatory investments
Why Amundi Services makes the difference?
internal and external asset managers
use the platform3
portfolios spanning multiple
billion in AuM including 101 billion for external clients3
A turnkey solution
Amundi Services covers all
Amundi Services gives you
Highly configurable portfolio management processes
Our predominantly proprietary technology is the result of 20 years’ worth of extensive investments in research and development. The portfolio manager's workstation can be set up by investment process.
The service range is based on existing in-house operational processes that have stood the test of time. As a result, their implementation can be considered both simple and low-risk.
The ideal solution for order execution
Amundi Services offers a solution for players of all sizes and provides access to "TIER 1" quality services
“A centralized dealing desk giving access to all instruments and geographical areas”
- Centralization and execution of fund managers orders at best execution
- Guarantee of orders execution’ compliance with regulators and clients
- Access to liquidity and value added execution
- Operational efficiency & cost reduction
- Equal treatment between clients and full separation between investment management client companies
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.