Workshop on Amundi's Fixed Income expertise: A comprehensive,
efficient and agile platform for seizing growth opportunities
Workshop on Amundi's Fixed Income
expertise: A comprehensive, efficient and agile
platform for seizing growth opportunities
€1tn+ in Fixed Income assets under management1,
+€24bn in MLT2 inflows over one year to September
Paris, 15 December 2023
Today in London, Group Chief Investment Officer
Vincent Mortier and the Heads of the relevant business lines gave a
presentation on Amundi's Fixed Income platform.
Amundi, the leading European asset manager with
nearly €2tn3 of assets under management, offers a complete range of
investment solutions to its clients, Retail and institutional, in
all asset classes, in both active and passive management. Amundi’s
Fixed Income expertise, covering bonds, money
market, private debt and structured products, accounts
for €1,045bn1 in assets
under management at end-September 2023, making it the
Number 1 European manager in this asset class, and
among the leading managers worldwide.
Amundi boasts one of the most
comprehensive and significant Fixed Income platforms in the
industry. Its experience, agility and diversified product
offering allow it to meet the needs Retail and
institutional clients, and seize opportunities for growth in this
segment, as evidenced by the inflows recorded since the return to
positive rates: +€24bn in MLT assets excl. JVs and CA &
SG insurers’ mandates2 over the
course of one year at end-September.
The majority of inflows were generated in active
bond management, particularly in Target Maturity funds, an area in
which Amundi is the Number 1 globally. The remainder is
attributable to robust growth in passive management and private
debt. In addition to MLT assets, treasury products saw inflows of
nearly +€30bn over the same period.
Amundi's Fixed Income platform is
positioned for continued growth and market share gains in 2024 and
beyond, in a rates environment that will remain higher for
longer.
Vincent Mortier, Chief Investment
Officer, said:
“Amundi is the European leader in asset
management, as well as in Fixed Income management. With over €1
trillion in assets under management and 400 experts in this asset
class, this platform benefits from its size, its teams, its tools,
that allow us to meet the needs of all different client types,
regardless of market context. It offers a wide range of solutions,
with a high level of performance and at a competitive cost thanks
to powerful and effective tools, such as ALTO*4 our portfolio
management system.
The large MLT2 inflows recorded over one year,
at +€24 billion, illustrate the relevance and potential of our
platform, as well as our position in promising segments: active
management - particularly in terms of target maturity funds,
treasury products and structured products - passive management,
where we are expanding our range of fixed income solutions, and
private debt. Furthermore, we are in a position to apply
responsible investment strategies to this asset class to meet the
expectations of investors who, for example, are mindful of meeting
the Paris Climate Agreement objectives. This move is at the heart
of our development strategy. “
The slide deck of this workshop is available at
about.amundi.com, in the « Shareholders » section.
About Amundi
Amundi, the leading European asset manager,
ranking among the top 10 global players5, offers its 100 million
clients - retail, institutional and corporate - a complete range of
savings and investment solutions in active and passive management,
in traditional or real assets. This offering is enhanced with IT
tools and services to cover the entire savings value chain. A
subsidiary of the Crédit Agricole group and listed on the stock
exchange, Amundi currently manages more than €1.95 trillion of
assets6.
With its six international investment hubs7,
financial and extra-financial research capabilities and
long-standing commitment to responsible investment, Amundi is a key
player in the asset management landscape.
Amundi clients benefit from the expertise and
advice of 5,400 employees in 35 countries.
Amundi, a trusted partner, working every
day in the interest of its clients and society.
www.amundi.com
Press contacts:
Natacha
Andermahr Tel. +33 1 76 37 86
05natacha.andermahr@amundi.com
Corentin HenryTel. +33 1 76 36 26
96corentin.henry@amundi.com
Investor contacts:Cyril Meilland,
CFATel. +33 1 76 32 62
67cyril.meilland@amundi.com
Thomas LapeyreTel. +33 1 76 33 70
54thomas.lapeyre@amundi.com
DISCLAIMER:
This document may contain forward-looking
information concerning Amundi's financial situation and results.
The figures provided do not constitute a “forecast” as defined in
Commission Delegated Regulation (EU) 2019/980.
This forward-looking information includes
projections, and financial estimates are based on scenarios that
employ a number of economic assumptions in a given competitive and
regulatory context, evaluations relating to plans, objectives and
expectations in line with future events, transactions, products and
services and assumptions in terms of future performances and
synergies. As such, the forward-looking aspects indicated may not
necessarily come to pass due to unforeseeable circumstances. As a
result, no guarantees can be made with regard to whether or not
these projections or estimates will come to fruition, and Amundi's
financial situation and results may differ significantly from those
projected or implied in the forward-looking information contained
in this document. Amundi is not required, under any circumstances,
to publish amendments or updates to such forward-looking
information provided on the date of this document. More detailed
information on risks that may affect Amundi's financial situation
and results can be reviewed in the “Risk factors” chapter of our
Universal Registration Document filed with the French Autorité des
Marchés Financiers. The reader should take all of these
uncertainties and risks into consideration before forming their own
opinion.
The figures presented were prepared in
accordance with IFRS guidelines as adopted by the European Union
and applicable on this date, and with the securities regulations in
force on this date. This financial information does not constitute
an interim financial statement as defined by standard IAS 34
“Interim financial reporting” and has not been audited.
Unless otherwise mentioned, the sources for
rankings and market positions are internal. The information
contained in this document, to the extent that it relates to
parties other than Amundi or comes from external sources, has not
been verified by a supervisory authority or, more generally, been
subject to independent verification, and no representation or
warranty has been expressed as to, nor should any reliance be
placed on, the fairness, accuracy, correctness or completeness of
the information or opinions contained herein. Neither Amundi nor
its representatives can be held liable for any decision made,
negligence or loss that may result from the use of this document or
its contents, or anything related to them, or any document or
information to which the document may refer.
The sum of the values appearing in the tables
and analyses may differ slightly from the total reported as a
result of rounding.
1
Assets under active
and passive management (ETFs, Index) invested as bonds and money
market assets, including structured products and private debt2
Excluding JVs and
CA&SG insurers; MLT: Medium to Long term, thus excluding
treasury products, 3
Assets under
management: €1,973bn at 30 September, including assets under
advisory, marketed assets and funds of funds, and taking into
account 100% of the assets under management and inflows of Asian
JVs; for Wafa in Morocco, assets under management are included in
their share.4 ALTO:
Amundi Leading Technologies & Operations5
Source: IPE “Top
500 Asset Managers” published in June 2023, based on assets under
management as at 31/12/20226
Amundi data as at
30/09/20237 Boston,
Dublin, London, Milan, Paris and Tokyo
- Amundi PR Fixed income workshop_EN 2023-12-15
Amundi (EU:AMUN)
Gráfica de Acción Histórica
De Oct 2024 a Nov 2024
Amundi (EU:AMUN)
Gráfica de Acción Histórica
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