MiB: Lisa Jones, Amundi US



This week, we speak with Lisa Jones, who leads the $100 billion U.S. arm of the French asset management giant Amundi, which has more than $2 trillion in assets under management globally. She serves as president and chief executive officer of Amundi US Inc., which covers the US, Canada and Latin America. She heads the U.S. executive committee and is a member of the global executive committee. Jones was named as one of the “Top Women in Asset Management” for the second time by Money Management Executive.

Jones observes that role of advisors in a low-rate environment is to solve problems for their investors in a timely and transparent way. She describes how Amundi has positioned itself to act as a financial partner across all of its clients around the world.

She explains how she met the challenges of running the front, middle and back offices during a pandemic. Maintaining a sense of corporate culture during the lockdown was crucial; she held small coffee discussions over Zoom with 8-10 staff members at a time exploring how to find new ways to be present. She expects to continue with a hybrid model: The home office remains a place of productivity, while the office space is a place of collaboration.

The biggest new trend Jones sees from their clients is a rising interest in Net Zero and ESG investing.

A list of her current reading is here; A transcript of our conversation is available here Monday.

You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, Bloomberg, and Acast. All of our earlier podcasts on your favorite pod hosts can be found here.

Be sure to check out our Masters in Business next week with Tom Gayner, Markel Corporation’s co-president and chief investment officer of the financial-holding company He has been dubbed the “next Warren Buffett.” From 2000 to 2015 Gayner returned an average of 11.3% annually, while the S&P 500 index of big U.S. stocks returned 4.2%, (including dividends).



Lisa Jones Current Reading List


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