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.
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
clients in 26 countries1
of Assets under management1
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.
Amundi is a major player in treasury management in Europe and across the world.
Amundi Technology is a strategic entity charge of the development of all the platforms used by Amundi and offered to the Asset Management industry. The technological solutions proposed aim to meet the needs of investment and wealth management, retail and distribution, in order to provide them with high-performance tools enabling them to focus on their core business.
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.
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.
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