Amundi Smith Breeden, a trusted partner in the USA

Video Tim Rowe

Tim Rowe, Senior Portfolio Manager, provides information on Amundi Smith Breeden’s areas of expertise and shares the key elements of our investment approach. 

Investment expertise at Amundi Smith Breeden is underpinned by stability, strength and depth. Amundi Smith Breeden has been managing multisector fixed income strategies since 1990. Amundi has provided stability through ownership since 2013. The experienced investment team of Senior Fixed Income Portfolio Managers has an average of 26 years of industry experience. This team is part of Amundi’s global fixed income platform and is its center of U.S. fixed income expertise.

Presence in the US

Building office ASB

Amundi Smith Breeden,
280 S. Mangum St. Ste .301
Durham, NC 27701

Amundi Smith Breeden’s history is grounded in research and analytics. Founded in 1982, the company focused on interest rate risk and investment advisory services. Since 1989, Amundi Smith Breeden has awarded annual prizes for the top three papers featured in The Journal of Finance. In-depth quantitative research drives proprietary valuation and risk management
systems. The investment strategies blend traditional macroeconomic analysis, fundamental credit analysis, and quantitative option-adjusted spread analysis.

Amundi Smith Breeden figures

1982

established since 

$10bn

of asset under management

70+

employees

Solution-Oriented investment capabilities

The fixed income spectrum offers multiple sources of alpha:
- Ability to invest in a broad array of fixed income sectors and securities
- Allocations can be customized to meet specific client objectives
- Identification of repeatable opportunities with explicit risk controls
 

Global Fixed Income, Global High Yield Credit

Investment Grade Core, Investment Grade Credit, Core Plus, Mortgage, U.S. High Yield Credit,
Short Duration, TIPS

Credit Relative Value, Securitized Credit, Multi-Sector Income

Expertise

Our multi-sector fixed income team has broad market coverage through Sector Specialist Teams.
The Sector Specialist Teams provide sector and security relative value analysis, and recommendations to senior portfolio managers.

Portfolio managers are responsible for tailoring individual client portfolios to incorporate the themes developed by the Investment Committee, taking into account each client's particular return and risk objectives and any investment constraints. Amundi Smith Breeden believes it is important for each portfolio to have one individual portfolio manager with primary responsibility for all decision-making aspects of that portfolio. We believe our approach is more "portfolio manager centric" than other firms, and this structure is intended to avoid the weaknesses of "management by committee".  

Research, Information Management and Risk Management Groups support Portfolio Management:

  • The Research Group develops models to facilitate the macroeconomic analysis, create portfolio management tools and assist with individual security analysis.  
  • The Information Management Department provides quality security data and market data, executes proprietary analytics and publishes risk measures for portfolio management.
  • The Risk Management Department is dedicated and independent from portfolio management.  The Risk officers apply risk controls at the security, portfolio, and firm levels. The Chief Risk Officer has portfolio override authority. 

  

Get in touch

Our Marketing and Client Service teams understand the unique needs of investors and can tailor investment strategies  specifically to their requirements and risk profile. 
Please contact us at 919-967-7221 or via email at  contactus@amundismithbreeden.com  to learn more.

P.Blanc
 Patrice Blanc

CEO and Head of Marketing and Client Service

SEason
Stephen Eason, CFA

Senior Executive Vice President

Gradescevic
Susan Gradascevic

Chief Marketing Officer

Curd
Julie Curd

Director of Client Service

Figures as of December 31, 2016