Investments
43Portfolio Exits
3Funds
11Partners & Customers
10About Amundi
Amundi offers a comprehensive range of products covering all asset classes and major currencies. Amundi has developed savings solutions to meet the needs of more than 100 million retail clients and 1,000 institutional clients worldwide.
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Latest Amundi News
Mar 23, 2023
23.03.2023 / 16:00 CET/CEST The issuer is solely responsible for the content of this announcement. Major holdings notification pursuant to Sec. 130 to 134 BörseG 2018 Wien, 22.3.2023 £ Notification made after deadline Caution: In case of violations of major holdings notification rules, please pay attention to Section 137 BörseG 2018 (Suspension of voting rights) 3. Person subject to notification obligation Name: Amundi S.A. % of voting rights through financial/other instruments (7.B.1 + 7.B.2) Total of both in % (7.A + 7.B) Total number of voting rights of issuer Resulting situation on the date on which threshold was crossed / reached 4,76 % 3,91 % ISIN Code Type of instrument Type of instrument 8. Information in relation to the person subject to the notification obligation: £ Person subject to the notification obligation is not controlled by any natural person or legal entity and does not control any other undertaking(s) holding directly or indirectly an interest in the (underlying) issuer. X Full chain of controlled undertakings through which the voting rights and/or the financial/other instruments are effectively held starting with the ultimate controlling natural person or legal entity: No. Date of general meeting: - 10. Sonstige Kommentare: Ad 8.) The indicated shareholdings held by Amundi S.A. and its affiliated management companies are not held directly, but by investment funds / portfolios managed by the respective management companies. They are therefore not shareholdings owned by the respective management companies, which are, however, entitled to exercise the associated voting rights. ------ Ad 8.) Die angegebenen, von der Amundi S.A. und ihren verbundenen Unternehmen (Verwaltungsgesellschaften) gehaltenen Beteiligungen werden nicht direkt, sondern von Investmentfonds / Portfolios gehalten, die von den jeweiligen Verwaltungsgesellschaften verwaltet werden. Es handelt sich daher nicht um Beteiligungen im Eigentum der jeweiligen Verwaltungsgesellschaften, welche jedoch berechtigt sind, die damit verbundenen Stimmrechte auszuüben.
Amundi Investments
43 Investments
Amundi has made 43 investments. Their latest investment was in Alchimistes as part of their Series A on February 2, 2023.
Amundi Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
2/10/2023 | Series A | Alchimistes | $10.67M | Yes | 1 | |
10/19/2022 | Unattributed | Residences Comme Toit | $6.86M | Yes | 1 | |
10/7/2022 | PIPE | DBT | $39.3M | Yes | 1 | |
10/3/2022 | Convertible Note | |||||
10/3/2022 | Unattributed - III |
Date | 2/10/2023 | 10/19/2022 | 10/7/2022 | 10/3/2022 | 10/3/2022 |
|---|---|---|---|---|---|
Round | Series A | Unattributed | PIPE | Convertible Note | Unattributed - III |
Company | Alchimistes | Residences Comme Toit | DBT | ||
Amount | $10.67M | $6.86M | $39.3M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 1 | 1 | 1 |
Amundi Portfolio Exits
3 Portfolio Exits
Amundi has 3 portfolio exits. Their latest portfolio exit was Hitim Group on July 16, 2021.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
7/16/2021 | Acquired | 2 | |||
Date | 7/16/2021 | ||
|---|---|---|---|
Exit | Acquired | ||
Companies | |||
Valuation | |||
Acquirer | |||
Sources | 2 |
Amundi Acquisitions
16 Acquisitions
Amundi acquired 16 companies. Their latest acquisition was Cyllene on July 29, 2022.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
7/29/2022 | Acq - Fin | 1 | ||||
7/14/2022 | Other | Acquired | 1 | |||
4/7/2021 | Acquired | 12 | ||||
1/21/2020 | ||||||
1/21/2020 |
Date | 7/29/2022 | 7/14/2022 | 4/7/2021 | 1/21/2020 | 1/21/2020 |
|---|---|---|---|---|---|
Investment Stage | Other | ||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acq - Fin | Acquired | Acquired | ||
Sources | 1 | 1 | 12 |
Amundi Fund History
11 Fund Histories
Amundi has 11 funds, including Amundi Commercial Real Estate Loans II.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
2/16/2023 | Amundi Commercial Real Estate Loans II | $160.74M | 1 | ||
9/9/2021 | Amundi Senior Impact Debt IV | $767.7M | 2 | ||
1/28/2020 | Amundi LCL Leveraged Midcap Loans Fund | Private Debt (Other) | Open | $140.31M | 1 |
12/14/2018 | Amundi Senior Debt Fund III | ||||
7/3/2018 | Amundi Energy Transition |
Closing Date | 2/16/2023 | 9/9/2021 | 1/28/2020 | 12/14/2018 | 7/3/2018 |
|---|---|---|---|---|---|
Fund | Amundi Commercial Real Estate Loans II | Amundi Senior Impact Debt IV | Amundi LCL Leveraged Midcap Loans Fund | Amundi Senior Debt Fund III | Amundi Energy Transition |
Fund Type | Private Debt (Other) | ||||
Status | Open | ||||
Amount | $160.74M | $767.7M | $140.31M | ||
Sources | 1 | 2 | 1 |
Amundi Partners & Customers
10 Partners and customers
Amundi has 10 strategic partners and customers. Amundi recently partnered with Societe Generale Securities Services on July 7, 2022.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
7/28/2022 | Client | France | This deal illustrates the importance of the global relationship between Societe Generale Securities Services and Amundi , and the ability of the two firms to expand their collaboration to new markets '' , adds Ian Duffy , Country Manager of Societe Generale Securities Services in Ireland . | 2 | |
3/31/2022 | Partner | United States | Strong Rebound in Emerging Market Green Bonds in 2021 as Issuance Soars to Record US$95 billion. Yerlan Syzdykov , Global Head of Emerging Markets at Amundi , commented : `` Through its unique and innovative partnership with IFC , Amundi remains committed to the development of the green bond market in emerging countries through vigorous and robust engagement efforts with different market participants to boost both supply and demand of green bonds . | 1 | |
2/7/2022 | Client | United States | Roman Regelman , CEO of Asset Servicing and Head of Digital at BNY Mellon , said , `` We are very excited to expand our strategic alliance with Amundi to bring best-in class capabilities in service of our clients . | 1 | |
1/1/2022 | Partner | ||||
9/10/2021 | Distributor |
Date | 7/28/2022 | 3/31/2022 | 2/7/2022 | 1/1/2022 | 9/10/2021 |
|---|---|---|---|---|---|
Type | Client | Partner | Client | Partner | Distributor |
Business Partner | |||||
Country | France | United States | United States | ||
News Snippet | This deal illustrates the importance of the global relationship between Societe Generale Securities Services and Amundi , and the ability of the two firms to expand their collaboration to new markets '' , adds Ian Duffy , Country Manager of Societe Generale Securities Services in Ireland . | Strong Rebound in Emerging Market Green Bonds in 2021 as Issuance Soars to Record US$95 billion. Yerlan Syzdykov , Global Head of Emerging Markets at Amundi , commented : `` Through its unique and innovative partnership with IFC , Amundi remains committed to the development of the green bond market in emerging countries through vigorous and robust engagement efforts with different market participants to boost both supply and demand of green bonds . | Roman Regelman , CEO of Asset Servicing and Head of Digital at BNY Mellon , said , `` We are very excited to expand our strategic alliance with Amundi to bring best-in class capabilities in service of our clients . | ||
Sources | 2 | 1 | 1 |
Amundi Team
9 Team Members
Amundi has 9 team members, including current Chief Executive Officer, Yves Perrier.
Name | Work History | Title | Status |
|---|---|---|---|
Yves Perrier | Chief Executive Officer | Current | |
Name | Yves Perrier | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer | ||||
Status | Current |
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