Expat Asset Management launches a partnership with Amundi giving individual investors access to several hundred funds of the European asset management giant
17.02.2022
Expat Asset Management, the largest individual account management company in the country, will offer investment strategies based on the funds of Europe's largest asset management company Amundi.
Expat Asset Management has launched a partnership with Amundi, Europe's largest asset management company. This partnership will allow Expat's clients to access, through an investment account, the entire portfolio of several hundred mutual and exchange-traded funds managed by the Amundi group. Until now, Bulgarian retail investors have had access through various distributors only to a certain range of Amundi funds that are passported to Bulgaria. Through an investment account with Expat, investors also have access to over 100,000 funds of other asset managers from around the world, as well as to exchange-traded instruments from all markets around the world.
Expat Asset Management works as an institutional investor to construct investment savings accounts based on Amundi funds. An investment account with Expat is an actively managed portfolio of financial instruments with the following key features:
- Custom strategy. On their own, retail investors find it difficult to navigate the wide range of investment and savings products and choose the right instruments and the right allocation. When constructing an investment account, the Expat team determines the appropriate strategies and asset allocation based on the client's risk profile, investment horizon, financial capabilities and goals, and other specific requirements and individual characteristics. An advantage is access to Amundi's broad palette of fund products, including mutual and exchange-traded funds: actively or passively managed, index or thematic, covering specific sectors, regions or asset classes.
- Active management. A team of portfolio managers and analysts monitors the investment account and its positions daily, making strategic and tactical decisions according to the market situation and the client's investment objectives.
- Investment strategy flexibility and immediate liquidity. One of the key features of the investment account at Expat is to serve the life and financial dynamics of each investor. There are no fixed contribution amounts or frequency, no lock-in periods.
- Access to all of the several hundred mutual and exchange-traded funds of Europe's largest asset management company and the ability to create a well-diversified strategy from a wide range of instruments.
- Real ownership of assets and safe custody in international depositories.
If you would like to meet with Expat's experts to learn more about constructing investment savings accounts based on Amundi funds, as well as other solutions for your savings, request your no-fee one-on-one meeting online or in person via our booking form or at clients@expat.bg and +359 2 980 1881.
About Expat Asset Management
Expat Asset Management is a leader in the management of individual investment accounts in the country - with clients from nearly 40 countries on 4 continents and access to investments in all markets around the world. The company specializes in long-term management of personal or company savings. Expat Asset Management works with well-established international financial institutions to provide its clients with a personalized service, unique in scope and quality, and access to a wide range of asset classes and financial instruments.
Find out more about Expat here: www.expat.bg
About Amundi
Amundi is the largest asset management company in Europe by assets under management and ranks in the top 10 globally. With several hundred fund products and over 100 million retail, institutional and corporate clients worldwide.
At the beginning of 2022, Amundi finalized the acquisition of Lyxor Asset Management, which means that the Amundi family from this year includes over 200 funds known under the Lyxor brand - also available to Bulgarian investors through Expat Asset Management.
You can view the palette of Amundi funds here.
RISK DISCLOSURE
The strategies presented are investment portfolios under Article 86(2) of the ICDIID Act. Expat Asset Management is a management company licensed to manage client portfolios and provide investment advisory services. The selection of individual instruments and portfolio structure is based on the profile of each investor. The texts and documents presented are for information purposes only and no part of them may be construed as an offer or invitation to deal in the sale or purchase of financial instruments and/or professional advice relating to an investment decision. The investor is informed of commissions, fees and other costs in advance when discussing the relevant strategy. The investor has access to and can read in advance the package of documents for each selected Amundi fund (including prospectus, key investor information, rules, etc.). Expat Asset Management is not a distributor of Amundi funds, but as a management company and institutional investor has direct access to the primary market for these instruments.