Boston, January 6, 2021 – Amundi US, the US business of one of the world’s ten largest asset managers,1 is launching a series of Separately Managed Account (SMA) investment strategies that will provide individual clients with access to more customized investing solutions. The firm will leverage the technology capabilities and infrastructure of Archer, the leading investment management platform and outsourcing solutions provider, to provide the platform to support these offerings for investors and their financial professionals.
Amundi US, formerly known as Amundi Pioneer prior to January 1, 2021, is expanding its SMA offerings to meet increasing demand from investors for investment solutions that can be tailored to meet their individual objectives, while also offering tax and operational efficiencies and competitive fees. In addition our existing model-based SMA program, Amundi US will offer single and dual contract SMAs through Archer technology. The new SMA strategies available on the platform will include a diverse offering of actively-managed equity and fixed income strategies.
“As a leading global asset manager, we are committed to providing access to our strategies in ways that best serve the evolving needs of our clients,” said Lisa Jones, President and Chief Executive Officer of Amundi US. “The structural features of SMAs make them an attractive value proposition to clients seeking our investment capabilities through a sophisticated, customizable and cost-effective vehicle.”
“We are honored that Amundi US has selected Archer for their equity and fixed income SMA strategies,” said Bryan Dori, President and Chief Executive Officer of Archer. “Our partnership enables Amundi US to deliver their investment strategies in a tech-enabled platform so they can better meet their investors’ needs for customized investment solutions.”
Amundi US will offer the following SMAs:
- Pioneer Fundamental Growth SMA
- Pioneer Disciplined Growth SMA
- Pioneer Large Cap Core SMA
- Pioneer Core Equity SMA
- Pioneer Dividend Equity SMA
- Pioneer Disciplined Value SMA
- Pioneer High Income Municipal SMA
- Pioneer High Income Municipal Plus SMA
Amundi US is the US business of Amundi Asset Management group of companies. Investment advisory services are offered through Amundi Asset Management US, Inc. Not all Amundi products and services are available in all jurisdictions. The Amundi Asset Management logo used in this document only refers to a brand owned by Amundi and not to any service or product offered or manufactured by Amundi Asset Management SAS, headquartered in Paris.
Separately managed account programs are available exclusively through a Financial Professional. Separately managed account programs may require a minimum asset level and, depending on specific investment objectives and financial position, may not be appropriate for all investors.
Investing involves significant risks; for complete information on the specific risks associated with each investment, please contact your financial professional.
About Amundi US
Amundi US is the US business of Amundi, Europe’s largest asset manager by assets under management and ranked among the ten largest globally. Boston is one of Amundi’s six main global investment hubs and offers a broad range of fixed-income, equity, and multi-asset investment solutions in close partnership with wealth management firms, distribution platforms, and institutional investors across the Americas, Europe, and Asia-Pacific.
With our 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 4,500 employees in nearly 40 countries. A subsidiary of the Crédit Agricole group and listed on the Paris stock exchange, Amundi currently manages approximately $1.9 trillion of assets.
Amundi, a Trusted Partner, working every day in the interest of our clients and society
- Source: IPE “Top 500 Asset Managers” published in June 2020, based on assets under management as of 12/31/2019
- Boston, Dublin, London, Milan, Paris and Tokyo
- Amundi data as of 9/30/2020
Archer provides a complete middle-to-back office solution that allows investment managers to focus on growth. With technology-enabled operations and integrated managed data services, Archer helps managers broaden their product offerings and scale new business effortlessly. Archer connects with trade counterparties, custodians, administrators and authorized participants to provide exacting reconciliation, smooth client onboarding, and effective trading and trade settlement. The investment management team is provided with fully integrated performance measurement, billing and reporting with single-system access across the firm’s entire range of investments and investors, allowing complete transparency to the business, anywhere in the world.
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