We provide our clients, whatever their size and nature, with tailor-made support, while respecting their extra-financial, regulatory and accounting constraints. Our proprietary research and our ongoing commitment to innovation are key differentiators.
Knowing our clients and having an in-depth understanding of their individual characteristics allows us to offer tailor-made solutions to meet their needs.
We thus address specific issues for each client type, such as:
Generate stable and lasting financial income in a low interest rate environment and within the framework of a strict risk budget (level of asset liquidity, risk of capital loss, etc.).
Select financial and real estate investment products to diversify your sources of income, in line with the values of your institution (e.g.: impact or thematic investments).
Access portfolio and financial markets monitoring tools that are adapted to your needs in order to effectively control the associated risks.
Optimize existing systems in the context of regulatory changes and growing supply from asset managers.
Monitor investments by setting up dedicated reporting and coordinating supervisory boards.
Train and support your teams: human resources and finance departments, supervisory boards, etc.
Optimize the strategic allocation of your reserves within a wide range of asset classes by integrating your specific constraints.
Source and conduct in-depth due diligence on complex financial and real estate products.
Organize Request for Proposal (RFP) processes for the setup of mandates or dedicated funds.
Evaluate the financial management system of your reserves: global audit, assessment of past performance / risk, optimization of costs, analysis of the extra-financial scope, etc.
Research is at the heart of our expertise. We devote significant human and financial resources to conduct strategic studies, market analyses and assessments of market players and their products.
Each year, all the consultants in the team organize more than 400 interviews with French and international asset managers. Their analyses and opinions are formalized and stored in our proprietary database, ADAM. This qualitative information is supplemented by quantitative data made up of proprietary peer groups that cover more than 120 asset classes. These universes make it possible to analyse the financial characteristics of products and to benchmark them against comparables.
Based on our in-house research and privileged access to insight from major financial institutions, we produce our own macroeconomic research and define market scenarios that underpin our views on the main asset classes.
Drawing on the opinions expressed by major institutional investors, this annual survey presents:
Each quarter, this study presents market news and the main trends in institutional RFP.
The report provides value-added information on the activity of French institutional investors in the selection of asset managers and funds.
The results are notably detailed by type of institution and by asset class.
This study presents the fees charged on the French market by a representative group of asset managers, specialists or generalists, French or foreign.
Produced biannually, the report makes it possible to analyse market practices and trends, and to know precisely the pricing practiced on the market for around fifty asset classes at different levels of assets under management.
Thanks to its partnership with the CFF (Centre Français des Fonds et Fondations) and to a large number of foundations among its clients, Amadeis has in-depth knowledge of non-profit organizations.
This study presents the main characteristics of this category of investors, whose reserves are constantly growing.
Whether it is financial markets, institutions and their products, the regulatory framework or extra-financial approaches, our environment is constantly evolving. In order to keep up with these changes, we must constantly adapt the way we work and be innovative.