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Daniel Rothschild Adler
Portfolio Manager-Fixed Income chez
Ullico Investment Advisors, Inc.
Profil
Mr. Daniel R.
Adler is a Senior Portfolio Manager at Ullico Investment Advisors, Inc. In this role, he analyzes, trades, and manages fixed-income securities and portfolios.
Prior to joining the firm, Mr. Adler served as the Director of Securitized Assets and Senior Portfolio Manager for the Agency MBS strategy at Amundi Smith Breeden.
In managing mortgage- benchmarked accounts for central banks and sovereign entities, he has delivered MBS and CMBS presentations at seminars including the Bank for International Settlements and the Commercial Mortgage Securities Association.
As a former Director of Research, Mr. Adler was involved in the development of the firm’s library of mortgage analytics.
Prior to joining the investment management industry in 1993, he was a software developer at IBM.
Mr. Adler holds a Master's of Science in Statistics and a Bachelor of Science in Electrical Engineering, with University Honors from Carnegie Mellon University.
Postes actifs de Daniel Rothschild Adler
| Sociétés | Poste | Début |
|---|---|---|
Ullico Investment Advisors, Inc.
 Ullico Investment Advisors, Inc. Investment ManagersFinance UIA’s investment strategy and method of analysis may differ for each Fund or separately managed portfolio. | Portfolio Manager-Fixed Income | 01/10/2018 |
Anciens postes connus de Daniel Rothschild Adler
| Sociétés | Poste | Fin |
|---|---|---|
Smith Breeden Associates, Inc.
 Smith Breeden Associates, Inc. Investment ManagersFinance 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. | Gestionnaire de Portefeuille-Actions | 30/09/2013 |
| IBM | Corporate Officer/Principal | 31/03/1993 |
Amundi Pioneer Institutional Asset Management, Inc.
 Amundi Pioneer Institutional Asset Management, Inc. Investment ManagersFinance 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. | Portfolio Manager-Fixed Income | - |
Amundi Smith Breeden LLC
 Amundi Smith Breeden LLC Investment ManagersFinance 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. | Portfolio Manager-Fixed Income | - |
Formation de Daniel Rothschild Adler
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
International Business Machines Corp.
 International Business Machines Corp. Information Technology ServicesTechnology Services Provides software, IT consulting, cloud and infrastructure services | Technology Services |
Smith Breeden Associates, Inc.
Smith Breeden Associates, Inc. Investment ManagersFinance 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. | Finance |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ullico Investment Advisors, Inc.
Ullico Investment Advisors, Inc. Investment ManagersFinance UIA’s investment strategy and method of analysis may differ for each Fund or separately managed portfolio. | Finance |
Amundi Smith Breeden LLC
Amundi Smith Breeden LLC Investment ManagersFinance 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. | Finance |
Amundi Pioneer Institutional Asset Management, Inc.
Amundi Pioneer Institutional Asset Management, Inc. Investment ManagersFinance 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. | Finance |
