Doug Breeden

Amundi US selects investments from a wide range of asset classes and employs a variety of styles in managing client assets. Regarding equity securities, the firm employs fundamental and quantitative research to their portfolio management approach. With respect to fixed income securities, their investment professionals consistently apply well established means of identifying potentially rewarding securities. Whether applying top-down analysis that leads to selection of government bonds, or the bottom-up approach that ends with corporate bonds being selected, the investment management team's goal is portfolio construction that matches product objectives and supports investors’ goals.

Smith Breeden Associates employs a variety of investment strategies including indexing, hedging, social screening and quantitative. Though not limited by sector or market-cap, the firm tends to invest in the stocks of companies in the finance, energy minerals, electronic technology, healthcare technology and consumer non-durables sectors. They invest globally, across all market-caps, with emphasis on the stocks of large-cap companies. SBA's fixed-income approach seeks to determine a fixed-income security's relative value. The firm employs quantitative research to identify high credit quality investments with the potential to generate risk-adjusted returns in excess of market returns. Their primary determinant of relative value is the option-adjusted spread to US Treasuries. The firm's fixed-income investment strategy is designed to generate a consistent and predictable return over the client's preferred benchmark. SBA's strategy emphasizes sector and security selection, duration targeting and high credit quality. The firm uses proprietary models to project mortgage prepayments, to identify price options embedded in agency MBS and corporate bonds, to price corporate bond credit risk, as well as to predict the future returns of major asset classes.

Bank holding company

Bankrup bank holding company

Functions as a College/University

Provides asset management services

Functions as a College/University

Federally chartered savings bank

APIAM offers a broad range of US, international, global, fixed income, and equity solutions – including our suite of multi-sector strategies – for institutional investors. The firm's commitment to original, fundamental research and solid investment opportunities, coupled with their global reach, allow them to meet the sophisticated needs of today's institutional investors.