Insurers
The complexity of the insurance environment has raised expectations in terms of asset allocation and regulatory assessment. Combining both financial objectives and regulatory requirements has become increasingly challenging. This has increased their needs in terms of advisory and tailor-made services.
Offer
To help them, Amundi proposes an integrated platform, offering a large set of solutions dedicated to Insurers:
- Managing the level and the volatility of the Solvency ratio
- Capturing yield pick-up under regulatory and accounting constraints
- Entering new territories to generate return
- On-boarding responsible investment solutions
- Complying with Solvency II regulation with ad hoc asset allocation and reports
With knowledge gained from over 25 years of experience, Amundi has the expertise to develop investment solutions tailored to insurers. We build solutions and services complying with specific accounting, financial and regulatory requirements. We are proud to work with over 135 external insurance clients located in 24 countries1.
Key figures
+135
insurance clients in 24 countries1
€416 bn
in AuM for insurers1
25
Investment Professionals dedicated to Insurance1
Bespoke Insurance Solutions
Investment solutions tailored to insurers’ specific accounting, financial and regulatory requirements.
Responsible Investing: our commitment
Acting as a responsible financial institution is a core commitment of Amundi’s development strategy.
Equities
A wide range of funds covering all main geographical areas, themes and capitalisation levels
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.
Investor profiles
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.
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.
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.
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...
SOVEREIGN
In an environment marked by uncertainties, may they be macroeconomic or political, Sovereign entities are pursuing broad objectives.
1. Source: Amundi figures at 31/03/2023
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.
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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.
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