Amundi’s Post

Amundi announces today the signature of a Memorandum of Understanding to establish a strategic partnership with Victory Capital, a #US based asset manager.   This transaction would allow Amundi’s clients to have access to a larger US investment platform of around $280 billion, and to a broader range of US expertise, top performing strategies and solutions. It would also allow Amundi to benefit from expanded distribution in the US. This partnership would indeed be threefold: ➡️ Amundi US would be combined into Victory Capital; ➡️ Amundi would become a strategic shareholder of Victory Capital with a 26,1% economic stake; ➡️ Reciprocal distribution agreements would be signed.   To learn more 🔽 https://lnkd.in/eZ5vrt56

Amundi, renowned as Europe's leading asset manager, has announced a strategic partnership with Victory Capital, a prominent player in the US financial services industry. This collaboration, which involves merging Amundi's US operations with Victory Capital, signifies a significant expansion into the US market for the European giant. Through a 15-year exclusive distribution agreement, Amundi gains a unique opportunity to offer its non-US fund products to Victory's clients, while Victory can tap into Amundi's distribution networks in Europe and Asia. This partnership is a testament to Amundi's commitment to strategic growth and providing innovative investment solutions to clients globally. To learn more about this transformative collaboration, click the link https://lnkd.in/dnQn2V9Y to read the full article. #Amundi #VictoryCapital #FinanceIndustry #StrategicPartnership

Join Jake Moeller as he sits down with Cormac Weldon from Artemis Investment Management to discuss Artemis’ US equity strategies, including the A-rated Artemis US Select Fund and the AA-rated US Smaller Companies Fund. 📈🇺🇸 Cormac dives into: 👉 The strategies behind managing these funds 👉 The importance of robust asset allocation 👉 The impact of the ever-changing political landscape on portfolio risk Tune in for valuable insights into US equity investing and future opportunities! https://loom.ly/aVzo0hg #USEquities #InvestmentStrategy #ArtemisInvestmentManagement #SquareMileResearch #PortfolioManagement #InvestmentOpportunities

Manish Sonthalia, CIO, Emkay Investment Managers is of the view that the new asset class by mutual funds will compete with PMS. Positive on large cap banks, IT, Pharma and companies associated with the capital market space as it could attract flows. Bearish on industrials as the sector is over-dependent on government spending and real estate. #EIML #Investment #PMS #AssetManagement #MutualFunds #LargeCap #Market #Industry #RealEstate

𝗘𝗖𝗣 𝗚𝗿𝗼𝘄𝘁𝗵 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 - 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟰 𝘂𝗽𝗱𝗮𝘁𝗲 Copia Investment Partners is pleased to share the June 2024 update for the ECP Asset Management Growth Companies Fund - our concentrated, all-cap, Australian equity portfolio manager. June 2024 comments: -Strong FY24, finishing 26.3% up against benchmark of 11.9% -June saw mixed results from across top 10 holdings, representative of broader market conditions over the month.   More information on the current sector positioning is available in the monthly report attached.   Proudly in partnership with Copia Investment Partners. Feel free to reach out to discuss for more information.  #asx #asx200 #activemanagement #redefiningactiveinvestment

#SEBI's consultation paper proposes using IPEV guidelines (international guidelines on the valuation of private equity and venture capital) for AIF valuations instead of Mutual Funds Regulations. Head to the link here: https://lnkd.in/dPaDU6Yr to read and respond to this consultation

𝗘𝗖𝗣 𝗚𝗿𝗼𝘄𝘁𝗵 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗙𝘂𝗻𝗱 - 𝗝𝘂𝗹𝘆 𝟮𝟬𝟮𝟰 𝘂𝗽𝗱𝗮𝘁𝗲 Copia Investment Partners provide the July 2024 update for the ECP Asset Management Growth Companies Fund. The attached monthly update addresses some stock specific performance comments and broader market outlook from the ECP Asset Management team. Proudly in partnership with Copia Investment Partners. Feel free to reach out to discuss for more information. #ASX #highconviction #redefiningactiveinvesting

#TeamSPB has advised SC Capital Partners Group (SCCP), a leading global real asset manager, on an agreement to sell a 40% stake to CapitaLand Investment Limited (CLI) for S$280m (US$214m). CLI will fund its initial investment of the 40% stake through cash, with the deal expected to close in the first quarter of 2025, subject to regulatory approvals. Find out more ➡️ https://ow.ly/zwUb50UbF34 #CorporateDeals | #LondonDeals

Copia Investment Partners is pleased to provide the April 2024 update for the ECP Asset Management Growth Companies Fund - our concentrated, all-cap, Australian equity portfolio manager. April 2024 comments: - Strong results from ResMed and GQG partners over April, while Block Inc dragged down performance. - Fund performance sits at 22.1% for the FYTD (vs 9.0% benchmark). ***𝘋𝘪𝘥 𝘺𝘰𝘶 𝘬𝘯𝘰𝘸 𝘵𝘩𝘦 𝘌𝘊𝘗 𝘈𝘴𝘴𝘦𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵𝘎𝘳𝘰𝘸𝘵𝘩 𝘊𝘰𝘮𝘱𝘢𝘯𝘪𝘦𝘴 𝘍𝘶𝘯𝘥 𝘪𝘴 Responsible Investment Association Australasia (RIAA) 𝘤𝘦𝘳𝘵𝘪𝘧𝘪𝘦𝘥 𝘢𝘯𝘥 𝘢𝘭𝘴𝘰 𝘩𝘢𝘴 Lonsec 5 𝘉𝘦𝘦𝘴 𝘚𝘶𝘴𝘵𝘢𝘪𝘯𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘴𝘤𝘰𝘳𝘦? *** More information on the current sector positioning is available in the monthly report attached. Proudly in partnership with Copia Investment Partners. Feel free to reach out to discuss for more information. #asx #asx200 #activemanagement #redefiningactiveinvestment

The emergence of specialised PBSA and PRS investment vehicles, such as joint ventures and dedicated funds, is facilitating greater capital deployment and portfolio diversification opportunities for investors https://lnkd.in/e7EfUPqG #PBSA #PRSInvestments