Macroeconomic and markets information
Marketing
Support
Advisors Trainings
Sales
animation
and events
Risk based ESG solutions
Thematic solutions
Climate change solutions
8 model portfolios
1 model portfolio
1 model portfolio
Global investment universe
Open architecture for the active models
Conservative
Active
ETF
EUR
EUR or USD
or
EUR or USD
ETF
Balanced
Active
or
EUR
EUR or USD
ETF
Dynamic
1 risk profile - 100% equities
Combining active and passive funds
Covering a wide range of themes
Open architecture for active funds
Balanced solution with focus on Environmental impact
Combining active and passive funds
Net Zero trajectory
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Investment
Wealth & Distribution
Employee Savings & Retirement
Asset Servicing
Sustainability
Flexible Portfolio Management System covering the entire asset management value chain
Modular platform for wealth managers, private banks and distributors
Single management platform for employee and pension savings
Solutions for Asset Servicers, starting with depositary control
Solutions to meet ESG needs including data, analytics scoring, reporting, climate, etc
FUND DEALING: RTO & CUSTODY
MARKET INTELLIGENCE
FUND DISTRIBUTION
FUND DATA MANAGEMENT
Extensive custody and cash management services, with RTO and front + back office support, and experts to support all queries
Stream in and analyse the data you need on demand, including distributor type, asset classes, risk, geography and peer positioning
Seamlessly maintain your contractual and regulatory oversight duties, as well as all relevant trailer fee calculations and analyses
A central solution to manage the full extent of your relevant data points: including dynamic, static, regulatory and dealing data
INVESTMENT SOLUTIONS *
Dedicated solution for sales/selection teams & advisors, leveraging Amundi expertise in: asset allocation, fund selection, management company services & investment tools