Multi-Asset bespoke solutions and advisory

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. 

Oursourced CIO & Fiduciary Management

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
  • Guidelines definition
  • 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

4.Portfolio Implementation

  • 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 Multi-Asset bespoke solutions and advisory offer

Amundi OCIO Solutions for Insurance Companies

Insurance companies are facing a series of challenges

Amundi’s OCIO offering along insurance companies’ complete value chain

Help Central Banks stabilize their reserve and preserve capital:
  1. Capturing yield pick-up with the aim to ensure reserve adequacy over the short term
  2. Entering new territories to generate return to search for capital preservation over the long term - Mitigating new uncertainties 
  3. On-boarding solutions for climate change

Bespoke solutions
  • Overlay Management
  • Tactical asset allocation
  • Factor Investing & Risk Premia 
  • Green Finance solutions

Advisory
  • Integration of new asset classes
  • Risk hedging strategy 
  • ESG Advice

Support Sovereign Entities all along the value chain:

Sovereign entities Profile

  1. Low interest rates and low commodities prices
  2. The challenges of private markets 
  3. Global macro uncertainties 
  4. Mitigating climate change risks

Bespoke Solutions
  • Factor Investing & Risk Premia
  • Green Finance solutions

Advisory
  • Implementing or revamping
  • Financial investment vehicles 
  • Asset allocation diagnosis and optimization 
  • Implementation of new investment strategies

Amundi OCIO Solutions for Pension Funds

Pension Funds are facing a series of challenges

Amundi’s OCIO offering along pension funds’ complete value chain

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MA-Investing-278-300
Multi-Asset Investing

Amundi offers strong-convicted diversified solutions across the main asset classes.

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MA-Offer278-300
Amundi, Multi-Asset Active manager

5 reasons to partner, philosophy and pillars, and we highlight that we are active managers.

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MA-Strategies 278-300
Multi-Asset strategies

Amundi offers a comprehensive range of Multi-Asset solutions.

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Research publications on multi-asset topics

Thematic Paper

Working Paper

Discussion Paper

 
Asset allocation in a context of falling oil prices: the case of institutions in commodity-exporting countries
Understanding the Momentum Risk Premium
Setting objectives for your asset allocation
 
 
Alternative Risk Premia: What do we know?
The quest for diversificaion: why does it marke sense to mix risk parity, carry and momentum risk premia?
 

Insight papers

Asset Classes Views

    

Multi Asset: a solid total portfolio approach for a complex world

Climbing the hill 

   

Risk budgeting and trade sizing: why they matter to multi-asset portfolio construction 

Detecting Tipping Points  

    

Allocating to real and alternative assets: a framework for institutional investors 

     

Gold in central banks' asset allocation

     

research-center.amundi.com