Asset Owners
Manage and Oversight your assets
Enhance your investment management with ALTO best-in-class platform. Get an holistic view of your entire Assets Portfolio managed in-house or by investment firms, and compute advanced analytics and exposures.
20+
Years serving top asset management firms
€2.5tn
Assets Managed on ALTO Investment Platform
5K+
ALTO Investment Platform Users
250+
Execution counterparties
Why Asset Owners choose ALTO
Asset Oversight
Wide range of analytics on your investments, with a total view across all your assets managed in-house or by 3rd parties
Business Coverage
Includes capabilities specific to different client segments, such as Insurers aligned with local GAAP and IFRS, including Solvency 2 capital requirement
Increased velocity
Fast deployment timeframe enabling you to gain value and insight on your book of business. Using position-based data loads we get the system ready quickly
ESG Ready
Includes support for Sustainability and ESG analytics
Manage Assets
For your assets managed in-house, ALTO provides a full front-to-back set of capabilities in a single platform
Business process outsourcing
Business process can be operated by Amundi on a shared ALTO platform for optimal efficiency and Total Cost of Operating (TCO)
End-to-End capabilities
To Answer Asset Owners Main Needs
01 ADVANCED ANALYSIS
Get all the necessary information to get quick answers to executive level questions
- Portfolio analysis and holdings monitoring
- Allocation changes simulation
- Aggregated views
- Exporting views to build reporting
02 COMPLIANCE
Ensure that your investment decisions are respected and applied
- Regulatory and statutory rule design with key indicators definition
- Post-trade Investment rules, guidelines catalogue and dynamic rule assignment management
- Monitoring and controlling breaches
- Breach management workflow
03 AND MORE CAPABILITIES
Enrich your process
- ESG metrics
- Multi-format bespoke Reporting
- Performance Measurement and Contribution
Designed for Asset Owners cross-functional teams
CIOs
Oversight of your total investment portfolio and answer to questions such as total exposure to market or world event
Rule Coder
Design visual representation of portfolios breakdown and define indicators and ratios to be tested. Providing a visual and real-time testing solution for rules
Compliance Officer
Monitor and control breaches by managing investment rules and guidelines catalogue with dynamic rule assignment for an efficient Control workflow
Reporting officers
Produce custom reporting for Executives to bring them insights to make informed decisions
Portfolio Managers
Analyse, Simulate and take investment decisions on portfolios
Risk Officers
Analyse and produce risk metrics, factors and performance analytics
Bart Oldenkamp
Amundi Technology offers an excellent platform to take our investment management to the next level. ALTO helps us to improve our operating model and to address our future needs in data management, portfolio management, performance & reporting in the light of the upcoming Dutch pension reform.
Experience a frictionless integration journey
Supported by our hands-on parallel-run method, built on years of success.
01 Unify Data
ALTO platform uses of the same data in all modules all along the process ensuring full data consistency without internal reconciliation, across all data Portfolio - Front to Middle to Risk – and / or Entity for local tools integration purpose.
02 Streamlined Parallel Run Approach
An early parallel run approach, enables users adoption for optimal change management and anticipates data migration tasks. The result is vastly improved data quality at D-Day.
03 Shared Governance for Project Success
The best indicator of our confidence in ourselves and in you as our client is our fixed price commitment, following a scope-of-work phase.
The project is a partnership: the consequences of any major slippage are managed jointly to limit operational or business impacts on the client side.
On our side, we take the actions necessary to realign the project with the initial timeline, hence we stick to a fixed-price approach.
04 End-to-end client-centric support
Active participation of stakeholders from across the client’s organization, both on the project side and business side, is a key success factor. The client project team is expected to support business stakeholders in their project duties, playing an active role in resolving issues and co-managing the project.
