Amundi Investor Presentation
Ambitious business and financial objectives by 2025
Amundi BOC
Wealth Management Co Ltd
Financial objectives
Clients
Products
Investment and
Risk
Management
Business objectives
Serving BoC clients as a priority
■ Priority focus on BoC clients (Retail and in-house mandates)
■ Gradual expansion to other distribution channels (Third-party
distributors, digital platforms, etc.) and investors (Tier 2
banks, institutional investors, etc.)
Offer of a diversified range of products,
in cooperation with the BoC Retail network
■ Fixed Income and multi-asset products (invested in liquid
assets in RMB)
■ Focus on product yield with a low to moderate risk profile
Open-ended and closed funds, with different maturities
▪ Longer term: international asset classes (subject to
regulatory developments)
Greenfield Approach
■ 100% new products. No transfer of existing BOC
products or assets
■ Liquid assets only
■ Amundi's expertise in asset allocation, processes and
rigorous risk management tools
AuM
> €60bn by 2025
Profitability
Breakeven by the end of 2021
Net income (on 100% basis) ≥ €50m
by 2025
42 Amundi Investor presentation | November 2020
Amundi
CRÉDIT AGRICOLE GROUPView entire presentation