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Asset managers

Amundi Technology provides Asset Managers with an innovative Portfolio Management System that meets the various challenges of the industry.

Client expectations and key challenges

  • Fast product development, to seize investment opportunities for their clients;
  • Gain complete control of the investment cycle and risk exposures;
  • Full control and transparency, to better serve regulators and clients;
  • Quality operational and regulatory support;
  • Enhanced transparency and reporting capabilities;
  • Boost operational resilience to focus on growth.

Solution description

ALTO* Investment provides asset managers with a genuinely flexible and comprehensive solution to efficiently implement investment strategies for their clients and unlock new revenue streams, whilst enhancing ESG analysis, risk oversight and reporting. Covering the entire asset management value chain on a single multi-asset platform, asset managers avoid process and system fragmentations complexities and boost their operating model.

ALTO* Investment helps asset managers adapt to changing customer expectations and the constantly evolving regulatory landscape. Whether you are a small specialized boutique or a large global asset manager, we put ALTO* modules at your fingertips to help you better serve your clients and build a competitive advantage

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Key Features and functional Coverage

  • Order and execution management: Integrated capabilities to raise orders, and monitor best executions. Cash management. Real-time IBOR
  • Portfolio Analysis: Multi-Asset, equities, fixed income, alternatives, money market.
  • Risk and investment compliance: real-time, automated pre, and post-trade monitoring.
  • Performance measurement and data: attributions, contributions. Comprehensive ESG and sustainability data.
  • Automated post-trade processing with centralized confirmation, trade matching, and settlement instruction workflows.
  • Advanced reporting capabilities.

Client testimonial: FINECO Asset Management

Fineco Asset Management uses Amundi Technology’s products and services since 2018.

“We wanted to integrate vertically all of the services we provide. Amundi through ALTO* Investment offered an ideal solution, particularly for Middle Office services which strongly differentiates them from the competition. The flexibility of the solution is also one of the key drivers of the decision. The relationship with Amundi Technology and ALTO* is strong, we feel that we build the platform together, as they are developing tools that cater to our evolving needs and as they are providing an available and efficient support.”

Feargal DEERY, Fixed Income portfolio manager, Fineco Asset Management

 

* Amundi Leading Technologies & Operations