Overview

• Over 30 years of experience
• Access to new investments due to our size, experience and specialist skills
• Adding value through multiple strategies
• Comprehensive research
• Core and sector investment approach for greater diversification

With over 30 years of experience and significant funds under management, AMP Capital has one of the largest fixed income investment teams in Australasia.

Our size, experience and specialist skills allow us to offer a broad range of fixed income investments from traditional products to new higher yield opportunities.

Through our core and sector investment approach we are able to offer a diverse range of fixed income solutions and products, from government bonds through to hybrid securities.

In international fixed income we offer a range of tailored investment solutions for our clients.

Key investment team

• Mark Beardow, Head of Fixed Income
• Jeff Brunton, Head of Credit Markets
• Simon Warner, Head of Macro Markets
• Kristen Leonard, Head of Portfolio Construction & Risk Management

Mark Beardow

Head of Fixed Income

Mark Beardow was appointed as Head of Fixed Income in August 2006. In this role, he is responsible for the management of AMP Capital’s active fixed income strategies including Credit Markets and Macro Markets, managing over 20 investment professionals across Australia and New Zealand. Mr Beardow also serves as the Chair of the Credit Investment Committee.

Mr Beardow has over 17 years of industry experience. He joined AMP Capital’s Credit Markets team in 1998 and during this time developed a highly regarded specialist credit capability. He also oversaw the Credit Market team’s expansion from three to eight people. Mr Beardow brings international experience to his role, having worked in London for Credit Suisse Financial Products and Swiss Bank Corporation in credit risk management and quantitative analysis positions. Previously, Mr Beardow was Associate, Credit Portfolio at JP Morgan Australia, where he was responsible for credit analysis and exposure strategies.

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Jeff Brunton

Head of Credit Markets

Jeff Brunton joined AMP Capital in January 2008 as Head of Credit Markets. Mr Brunton is responsible for the overall business strategy, setting macro credit strategy and overseeing the credit investment process. He is also responsible for developing the derivative and global credit capabilities in the team as well as building the investment process to include more complex credit-based strategies.

Prior to his appointment at AMP Capital, Mr Brunton was employed by QIC in Brisbane from 1992, with recent roles including Head of Global Credit, and Head of Australian Fixed Interest and Cash. His responsibilities included managing global credit research and strategy, managing an extensive product development pipeline, extensive involvement with client and consultant relationships, and leading the development of innovative investment research processes and portfolio and risk management techniques. Mr Brunton brings extensive experience in all global credit markets and products from bonds, loans, derivatives and structured credit, together with impressive leadership skills.

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Simon Warner

Head of Macro Markets

Simon Warner joined AMP Capital in March 2007 as Head of Macro Markets within the Fixed Income team. Mr Warner is responsible for managing active macro management investment processes in duration, currencies, and semi and swap spreads, across A$10 billion to A$15 billion of assets and portfolios. Mr Warner is also leading the development of new strategies to manage global rates and credit sectors.

Prior to joining AMP Capital, Mr Warner was employed with JPMorgan Chase, most recently as their Australasian Chief Investment Officer based in Singapore. He previously held investment management roles in Sydney and London. His focus was on managing risk across money markets, bonds, swaps, currencies and equities.

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Kristen Leonard

Head of Portfolio Construction & Risk Management

Kristen Leonard joined AMP Capital in 1996. He is responsible for portfolio construction and risk management of fixed income portfolios, and is the Portfolio Manager of AMP Life’s fixed income portfolios. Mr Leonard also manages the physical inflation-linked bond exposure in the Fixed Income portfolios.

Prior to his current position, Mr Leonard was a Portfolio Manager for inflation-linked and indexed portfolios. He was involved in the development of quantitative techniques for fixed income portfolio management, the establishment of the Australian fixed income index portfolio, and helped implement the Australian fixed income performance attribution system. He has also held portfolio management responsibilities for both passive and active mandates including the structuring and management of funds for Japanese investors.