Profil
Jean Marie Bradley is currently the Chief Compliance Officer at Pioneer Institutional Asset Management, Inc. since 2010.
Prior to this, she worked as a Senior Compliance Officer at Columbia Management Advisors, Inc. from 2002 to 2005.
She also served as the Chief Compliance Officer at various Pioneer funds, including Pioneer High Income Fund, Inc., Pioneer Municipal High Income Fund, Inc., Pioneer Floating Rate Fund, Inc., Pioneer Diversified High Income Fund, Inc., Pioneer ILS Interval Fund, and Pioneer Municipal High Income Advantage Fund, Inc. Additionally, she was the Chief Compliance Officer at Vanderbilt Capital Advisors LLC (New York).
She also worked as a Senior Compliance Officer at Columbia Management Investment Advisers LLC from 2003 to 2005.
Currently, she is still working as the Chief Compliance Officer at Amundi Pioneer Institutional Asset Management, Inc.
Postes actifs de Jean Marie Bradley
| Sociétés | Poste | Début |
|---|---|---|
Pioneer Institutional Asset Management, Inc.
Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Provides asset management services | Compliance Officer | 01/03/2010 |
Anciens postes connus de Jean Marie Bradley
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Compliance Officer | 01/10/2005 |
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Compliance Officer | 01/10/2005 |
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. | Compliance Officer | - |
Pioneer ILS Interval Fund
Pioneer ILS Interval Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Compliance Officer | - |
Vanderbilt Capital Advisors LLC (New York)
Vanderbilt Capital Advisors LLC (New York) Investment ManagersFinance Vanderbilt considers five key variables that are determinants of fixed-income performance: monetary policy, level of economic activity, shape of the yield curve, inflation and real rates. Appropriate data is analyzed using modeling techniques and the accumulated experience of their investment professionals. The firm researches the risk-reward relationships among the various sectors of the debt market. They maintain a core portfolio of the highest quality securities until another sector of the bond market offers value. A proprietary statistical test is used to ascertain values across sectors. Care is taken to compare spreads only at comparable points on the business cycle. In addition, volatility is monitored in order to properly price the embedded options in non-Treasury securities. Issue selection in the corporate sector is made based on superior credit profiles versus a peer group and upward credit momentum as evidenced by significant positive earnings announcements. Credit quality is gauged by measures that emphasize cash flow and liquidity. Issue selection in the mortgage sector utilizes horizon analysis. The mortgage team combines prepayment characteristics with yield curve effects and volatility expectations in order to study return/risk scenarios. The primary objective of Vanderbilt's Short Duration bond management strategy is to provide above average returns, which over time lead to cumulative superior returns. They concentrate on identifying the best combination of yield and relative value within our duration parameters. Once the duration decision has been established, the firm determines the optimal positioning of assets along the yield curve. A regression model is used to highlight areas on the curve that are rich, cheap and fairly valued. In addition, other quantitative methods are employed to support the results of this model. In particular, they analyze the effect of the roll and monitor the trade-off between bullets and barbells. For sector selection, this quantification of relative value is identified by the analysis of the following two factors: yield spreads and volatility expectations. | Compliance Officer | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Pioneer High Income Trust
Pioneer High Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Pioneer Municipal High Income Fund, Inc.
Pioneer Municipal High Income Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Pioneer Municipal High Income Advantage Fund, Inc.
Pioneer Municipal High Income Advantage Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Pioneer Diversified High Income Trust
Pioneer Diversified High Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Pioneer Floating Rate Trust
Pioneer Floating Rate Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Pioneer ILS Interval Fund
Pioneer ILS Interval Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Vanderbilt Capital Advisors LLC (New York)
Vanderbilt Capital Advisors LLC (New York) Investment ManagersFinance Vanderbilt considers five key variables that are determinants of fixed-income performance: monetary policy, level of economic activity, shape of the yield curve, inflation and real rates. Appropriate data is analyzed using modeling techniques and the accumulated experience of their investment professionals. The firm researches the risk-reward relationships among the various sectors of the debt market. They maintain a core portfolio of the highest quality securities until another sector of the bond market offers value. A proprietary statistical test is used to ascertain values across sectors. Care is taken to compare spreads only at comparable points on the business cycle. In addition, volatility is monitored in order to properly price the embedded options in non-Treasury securities. Issue selection in the corporate sector is made based on superior credit profiles versus a peer group and upward credit momentum as evidenced by significant positive earnings announcements. Credit quality is gauged by measures that emphasize cash flow and liquidity. Issue selection in the mortgage sector utilizes horizon analysis. The mortgage team combines prepayment characteristics with yield curve effects and volatility expectations in order to study return/risk scenarios. The primary objective of Vanderbilt's Short Duration bond management strategy is to provide above average returns, which over time lead to cumulative superior returns. They concentrate on identifying the best combination of yield and relative value within our duration parameters. Once the duration decision has been established, the firm determines the optimal positioning of assets along the yield curve. A regression model is used to highlight areas on the curve that are rich, cheap and fairly valued. In addition, other quantitative methods are employed to support the results of this model. In particular, they analyze the effect of the roll and monitor the trade-off between bullets and barbells. For sector selection, this quantification of relative value is identified by the analysis of the following two factors: yield spreads and volatility expectations. | Finance |
Pioneer Institutional Asset Management, Inc.
Pioneer Institutional Asset Management, Inc. Investment ManagersFinance Provides asset management services | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | 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 |
















