Amundi Equities' Offering

  

   

Amundi Equities uniquely combines a strong local presence, active company engagement, deep equity research capabilities and an integrated portfolio construction with a disciplined and repeatable high conviction investment process. 

5 Reasons to partner with Amundi for Active Equity Strategies

Reason 1

Large experienced and multi-cultural investment team

Through 7 locations, our 76-strong investment team1 is characterized by a strong average industry experience and a wide diversity of backgrounds.
Reason 2

Strong Risk Adjusted Performance

Disciplined and repeatable investment process for alpha generation with a strong focus on fundamental bottom-up research, supported by one of the largest industry buy-side research teams. This combined with dedicated portfolio construction analysts embedded in the team, enables a platform for attractive risk adjusted returns for clients.
Reason 3

A leading player in Active Equities asset management

Amundi Equities offers a comprehensive range of high-conviction active equity strategies, covering all main geographical areas, sectors and capitalization levels.
Reason 4

ESG as part of our DNA

A diligent and innovative approach to ESG integration that goes beyond conventional methods. ESG integration is fully part of our fundamental analysis, uncovering risks as well as opportunities for each investment case.
Reason 5

Protection

Long track record in equity protection and overlay strategies for investors seeking downside protection and reduction in volatility for their equity allocations.

1Source Amundi Asset Management as of 31st December 2020 for the Amundi Equities Business Line

The Equities range in a glimpse

Core Expertise includes all the alpha products – high conviction strategies seeking to outperform their respective benchmark. Through bottom up, fundamental stock selection, these strategies have proven track records of delivering strong risk-adjusted returns over the medium term.

Amundi applies an integrated and research led approach to investing in EM. We aim to create alpha and avoid permanent capital impairment in a highly imperfect market via a holistic approach. To do so, we have embedded risk management and portfolio construction capability with bespoke tools designed around the investment process.

Based in Boston, the US equity platform offers a wide range of actively managed US equity strategies to meet the needs of institutional investors. The US Investment platform dates back to 1928 and was the first in the US to incorporate responsible investment criteria into its portfolios. Today, the Equity team fully integrates ESG analysis into its fundamental research process, leveraging Amundi's global ESG and equity resources.  

A dedicated team of highly experienced equity managers and analysts work closely together to share information and generate new investment opportunities across industries and sectors by focusing their research on companies that are favourably positioned from a competitive, financial and ESG perspective, with a clear objective: to generate strong risk-adjusted returns over time.

Investors can thus benefit from a wide range of strategies active in key areas of the US markets:

 
  • US Concentrated Growth
  • US Large Cap Core
  • US Large Cap Value
  • US Mid Cap Growth
  • Global Equity
  • Flexible Allocation
  

Solutions Expertise comprises strategies designed to meet a specific outcome, such as ESG, Income or Equity Protection.

The Absolute Return Expertise includes strategies aiming to generate uncorre­lated returns, and volatility strategies providing a hedge to the equity market.

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Innovation
Innovation

Innovation is part of our DNA. Amundi Equities launched three new active ESG strategies – an area in which a structural shift in client allocations continues. 

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Equity ESG Solutions
ESG Equities solutions

As part of the very DNA of Amundi Equities, our wide Responsible investment offering is articulated around four pillars in order to meet your clients’ needs. 

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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.