UBS ETF (CH) SLI (CHF) A-dis (SLIAZz)

Overview

Amundi is a globally recognized investment manager, holding a position of prominence as a publicly owned entity that specializes in the asset management sector. Originating in 1982 and situated at the core of financial activities in Paris, France, Amundi has evolved significantly, previously known under the banner of Amundi Group before assuming its current identity. It operates as a key subsidiary of Crédit Agricole S.A., which is a testament to its stability and integrated approach within the financial ecosystem.

The firm’s operational strategy is distinctly outlined by its comprehensive service offerings, which include an extensive range of retail products and tailored solutions. These offerings are strategically disseminated through quasi-exclusive distribution agreements with the respected retail banking networks of Crédit Agricole and Société Générale groups within France. Furthermore, Amundi extends its reach beyond French territories through engaging international partner networks and fostering joint ventures, supplemented by third-party distributors primarily located in France, extending through the rest of Europe, and into Asia.

Amundi's prowess is not solely confined to individual investment solutions; it significantly marks its presence in the management and advisement sectors for various institutional entities including pension funds, insurers, and sovereign wealth funds. The firm also excels in offering specialized treasury management and employee savings solutions, catering to a broad spectrum of corporate clientele. This is achieved through a global network of relationship managers and a dedicated sales and marketing team operational in over 30 countries, showcasing Amundi’s extensive global footprint and commitment to providing localized, yet comprehensive financial solutions.

Products and Services

Amundi's extensive portfolio of products and services is designed to cater to a wide range of clients, from individual investors to large institutions. While the specific offerings can vary based on market demands and client needs, the following are some of the core products and services typically provided by Amundi:

• Retail Investment Products: Amundi offers a variety of investment solutions tailored to meet the needs of retail investors. These products are available through its distribution agreements with major retail banking networks and through third-party distributors. They include mutual funds, ETFs, and savings plans, among others.
• Institutional Asset Management: Tailored to the needs of institutional clients such as pension funds, insurers, and sovereign wealth funds, Amundi provides bespoke asset management services. This includes portfolio management, asset allocation strategies, and advisory services, leveraging the firm’s extensive experience and research capabilities.
• Corporate Solutions: Aimed at businesses, Amundi offers treasury management and employee savings solutions. These services are designed to assist corporations in managing their finances more efficiently and provide employee benefits through savings plans.
• International Partner Networks and Joint Ventures: Beyond its primary markets, Amundi leverages international partner networks and participates in joint ventures to distribute its investment products globally. This allows the firm to reach a wider client base and meet the diverse investment needs of clients in different jurisdictions.