About Amundi Investment Institute

Investment Insights, Publishing & Client Development

Guiding investors in a complex world

Investment Insights and Publishing

Claudia BERTINO

Head of Investment Insights, Publishing and Client Development, Amundi Investment Institute
Claudia is responsible for the definition, planning and implementation of investment content strategy. She guides the creation, production and dissemination of regular and ad-hoc investment insights and thought leadership projects, deployed through a wide set of tools and events.

Claudia BERTINO

Head of Investment Insights, Publishing and Client Development, Amundi Investment Institute
RC - Author - BERTINO Claudia

#1 Main mission: The team aims to transform Investment Institute and Investment expertise into actionable insights and thought leadership tools tailored around investors’ needs and industry debates. The team has three groups: 

  • Investment Insights & Client Divisions, responsible for content creation and  presentation to clients
  • Publishing & Digital Strategy, which ensures content is accessible and engaging for a wide audience
  • Business Development & Operations, which enhances AII’s client dialogue and ensures the effective implementation of key initiatives.
     

#2 Main focus: The team is responsible for the content strategy, production, coordination and dissemination of a wide range of publications and digital tools (podcast, video, infographic, etc.) available on the Amundi Research Centre, across media and Amundi social media channels, with three main focuses:

  • Investment convictions on macroeconomics, markets, asset class views and asset allocation as defined by the Global Investment Committee;
  • Thematic thought leadership: research on the geopolitical, economic, societal and environmental trends shaping the investment landscape (including longevity, Asian economic giants, AI, capital market assumption scenarios and long-term themes)
  • Portfolio strategy: in-depth analysis on portfolio construction themes, including real and alternative assets
     

#3 The team manages AII operation and client development  

  • Helping develop AII services with existing clients and prospects
  • Fostering a continuous upstream dialogue with clients for portfolio construction, strategic & tactical asset allocation, and quant, macro and geopolitical expertise
  • Featuring AII expertise at key thought leadership events (Amundi World Investment Forum, investment outlooks, conferences and seminars) 

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