Scott Barnard

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.

Westwood specializes in distinct investment capabilities: US Value Equity and Multi Asset, which includes Asset Allocation, Real Assets and Tactical, and are made available through separate accounts, the Westwood Funds® family of mutual funds and other pooled vehicles. The firm combines bottom-up, fundamental security selection and top-down macroeconomic views to achieve an optimal risk-adjusted outcome for their investors.

Amundi Smith Breeden's research and portfolio management activities focus on the U.S. mortgage market and agency mortgage-backed securities sectors. The firm also applies their quantitative research and trading skills to other sectors of the fixed income market such as corporate bonds, commercial MBS, and asset-backed securities. They seek to build a portfolio of fixed income securities with wide risk-adjusted spreads that are properly matched to the duration of the market produces a total return in excess of the market return. Portfolios typically overweight the "spread sectors" (corporate, commercial MBS, agency MBS, and asset-backed sectors). Amundi Smith Breeden believes that these sectors offer competitive risk-adjusted returns over Treasury investments. Portfolios typically have a high percentage of agency mortgage-backed securities, producing an average portfolio credit quality of AA or above.

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