Bank AI
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Amundi — Paris-headquartered (Credit Agricole Group) Europe's largest asset manager with EUR 2.2tn AUM; AMF / CONSOB / CNMV-supervised across FR / IT / ES, distributing PER, ETFs, mutual funds and Article 8 / 9 ESG ranges.

Scale
EUR 2.2tn AUM
Wrappers
PER + ETFs + Funds
Connection
Read-only

  • Amundi ETFs (UCITS)

    Amundi MSCI World, S&P 500 ESG, Prime Europe and the wider Amundi ETF range read into Bank AI with cost basis, current value and tracking error vs. benchmark.

  • PER Amundi

    Retirement balances are tagged separately from open accounts so liquidity and tax treatment are never conflated; deductible contribution YTD is surfaced for the PER plafond view.

  • Mutual funds and discretionary mandates

    Amundi Funds (mutual funds), Amundi Patrimoine discretionary mandates and salary-savings (PEE / PERCO) balances all surface as separate sub-positions.

  • Article 8 / Article 9 ESG range

    ESG-classified holdings (Article 8 / 9 SFDR) are tagged so the share of Paris-aligned vs. neutral exposure is visible at a glance.

  • Amundi ETF range (UCITS)
  • Amundi Funds (mutual funds)
  • PER Amundi (retirement)
  • Salary-savings plans (PEE / PERCO)
  • Article 8 / Article 9 ESG range
  • Discretionary mandates (Amundi Patrimoine)

Headquarters
Paris, France
Founded
2010
Parent group
Credit Agricole Group
Regulator
AMF (FR); CONSOB (IT); CNMV (ES)

  • What is my total Amundi ETF exposure vs. my iShares ETFs?
  • Show me my Amundi PER deductible contribution YTD vs. my PER plafond.
  • What share of my net worth sits in Article 9 (Paris-aligned) funds?
  • How does my Amundi Patrimoine mandate performance compare to my benchmark?

Does Bank AI trade Amundi funds on my behalf?

No. Bank AI is read-only by design. We surface NAVs, units held and cumulative subscriptions / redemptions, but every order continues to happen via Amundi or your distributor. We never move funds on your behalf.

How does Bank AI connect to Amundi?

Bank AI connects via licensed open-banking and aggregation partners that hold the AISP / DSP2 permissions needed to read PER, mandate and fund positions. Read-only access is enforced.

Is Amundi regulated?

Yes. Amundi Asset Management is supervised by the AMF in France, with operations in Italy under CONSOB and Spain under CNMV. Funds are issued under UCITS / AIFMD frameworks. Bank AI is NOT a fund manager.

Are Amundi Article 8 / 9 ESG funds tagged?

Yes. SFDR Article 8 (light-green) and Article 9 (Paris Agreement-aligned) funds are tagged separately so the share of ESG vs. neutral exposure is visible. SFDR is the EU's classification framework — Article 9 is the strictest.

Does Bank AI calculate French PFU on Amundi disposals?

No. Bank AI surfaces the disposals and gains that drive the calculation but the filing itself (PFU 30 percent on the IFU) is best handled by your accountant or via Amundi's annual statement.

Is my Amundi data sent outside the EU?

No. Bank AI processes positions data in EU regions by default, with AES-256 encryption and EU-region key management. Amundi remains the fund manager.

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