Amundi brings its “real world” investment know-how, advisory expertise, robust research resources and advanced tools to help institutional investors addressing their financial and operational complexity.
OCIO Solutions at Amundi: An ‘A la Carte’ Offer
Amundi’s OCIO offering is modular and complete. We want to be, as an OCIO, along the whole value chain of the client.
Our objective is to perform all the duties of the client’s investment committee/CIO. We can support clients when they design their governance and strategy, when they implement this strategy and all the way until monitoring, and we can help them when they have a duty of board and staff training.
We provide such a complete OCIO offering, as we rely on all the strengths of Amundi. To answer a complex and sophisticated demand from a client, the OCIO is the conductor giving access to Amundi or external experts (Investment Platforms, Manager Selection, Responsible Investing, Alternative & Real Assets, Research, etc.).
Our OCIO’s main objective is to ease our clients’ lives by transforming their challenges into opportunities.
1.Governance & Strategy
Investment framework & organization design
Asset allocation process design
Strategic, Medium Term Asset Allocations or Benchmark definition
Glidepath definition for ALM
2.Overarching Portfolio Management
Architecture design and set-up
Allocation between growth and liability hedging portfolios for ALM
Glidepath management and monitoring for ALM
3.Tactical Asset Allocation within an agreed risk budget
Through funds: Fund Research & Manager Selection
Through securities (direct): via delegation to an Amundi specialist team
Through overlay (FX, duration)
5.Monitoring (Risk control & Reporting)
Checking compliance with guidelines
Consolidated and customized reporting (SCR, ALM, ESG, …)
Reporting to board
6.Board & Staff Training
An offer adapted to Institutional Investors' needs and challenges
We have extensive experience in providing OCIO solutions ranging from pure advisory to full investment delegation for various client types, including Pension Funds, Insurance companies, Public entities.
We have been offering OCIO solutions for Crédit Agricole Group companies for more than 30 years and for external clients since 2009.
Our close relationships with these investors provide us an in-depth understanding of the issues they face and the solutions they have adopted.
For each client segment, we have built range of OCIO solutions adapted to their specific needs and challenges.
Amundi’s OCIO Offering from pure advisory to full investment delegation