Bio
Amundi Deutschland GmbH is the German asset management subsidiary of Amundi Asset Management SA, ultimately held by SAS Rue La Boëtie’s Credit Agricole SA (EPA: ACA; ADR: CRARY) in France. The firm was founded in 1969 and was formerly known as Pioneer Investments Kapitalanlagegesellschaft mbH. Headquartered in Munich, Amundi Deutschland specializes in managing mutual funds and segregated accounts for institutional investors, private investors and advisors. They are a signatory to the UN Principles for Responsible Investment (UNPRI) and incorporate ESG issues in their investment analysis and decision processes.
Mandate
Amundi Deutschland offers a deep understanding of the investment universe of both passive and active strategies, including: alpha focused portfolios (bonds, equities, multi-asset); smart-beta and factor-based approaches; and asset-based investments (real estate, private equity, infrastructure). The firm specializes in local markets, conducting in-house research for local investments, while benefiting from the global position of their parent company. Their investment process is research driven and comprises quantitative research, active portfolio management and fundamental analysis. Asset allocation aims to optimize portfolio risk/return levels. Amundi Deutschland’s tactical and strategic asset allocation decision making process follows a quantitative approach. Once assets have been allocated fund managers engage in bottom-up stock picking, which they base on in-house fundamental and qualitative research.
Specialisations
Asset Alloc/Sector Rotational, Balanced, Corp, Generalist (Equity), Money Market
𝛼SK