Who is BRD Asset Management

We were born in 2000 under the name SG Asset Management SAI, being a subsidiary of Société Générale - Asset Management Paris. We have the current name since 2008, when BRD Groupe Société Générale becomes the majority shareholder. The first investment fund launched, was BRD Simfonia, in 2001.

We called it that because we wanted to share our vision and the way we see the world of investment funds. Like an orchestra in which each instrument has an important part to play - and without which one could not get that wonderful harmony that each concert offers us.

After a few years we launched five other funds: BRD Obligatiuni,BRD Actiuni , BRD Diverso, BRD Euro Fond and BRD Global (ex BRD Index). In 2015 a new fund joins the 6 of the portfolio. BRD USD Fond is also the first dollar fund managed  by us. The year 2017 brings to BRD Asset Management SAI the opportunity to invest in EUR in both BRD Actiuni and BRD Diverso and from October 2019, a new class in EUR is launched for BRD Global, called BRD Global Clasa E. Year 2020 brings a new open investment fund in the offer, BRD Simplu.

In 2022, a year with many challenges, we launched the latest investment funds, BRD Orizont 2023, BRD Orizont 2045, BRD Euro Simplu and BRD Oportunitati.

Over time, BRD Asset Management SAI has consolidated its position in the market through professionalism and constant adaptation of the products to the clients' needs.

Thank you for being here!

In recent years, we have achieved awards of excellence that reflect the commitment and professionalism of our team in managing investment funds.

These distinctions include:

• Best innovative fund - AAF, Edition 2023, Summit of Fund Administrators from Romania
• The fund with the largest resources attracted in the last 12 months – AAF, 2023 Edition, Summit of Fund Administrators from Romania
• Best in Investment Funds, Financial Market Awards Gala 2023
• Best in Investment Funds, BRD Simplu, Financial Market Awards Gala 2022
• BRD Bond Investment Funds, Bond Funds, Financial Market Magazine Awards Gala 2021
• BRD Simfonia Investment Funds, Fixed Income Funds, Financial Market Magazine Awards Gala 2020
• Best in Investment Funds, BRD Diverso Class A, Financial Market Awards Gala 2019
• Best in Investment Funds, BRD Asset Management, Financial Market Awards Gala 2019
• Best in Investment Funds, BRD Asset Management, Financial Market Awards Gala 2018
• Best in Investment Fund Management, BRD Asset Management, Financial Market Awards Gala 2017
• Best in Fund Administration, BRD Asset Management, Financial Market Awards Gala 2015
• Best in Fund Administration, BRD Asset Management, Financial Market Awards Gala 2014
• Award for the best performance achieved in 2006 by an open-ended monetary fund, which was 5.9%, FDI Simfonia 1, UNOPC, 2007

SAI BRD Asset Management SA is part of BRD Groupe Société Générale, specialized in the management of open investment funds. Over the years, we have managed resources from individuals, companies and financial institutions, helping clients meet their investment goals. We use all our experience to manage with responsibility, day by day, the financial resources entrusted to us.

The management of BRD Asset Management SAI consists of:

• Mihai PURCAREA, General Manager
• Mihaela UNGUREANU, Director

The Board of Directors of BRD Asset Management SAI consists of:

• Mihai PURCAREA, Chairman of the Board of Directors
• Marius STOICA, Member of the Board of Directors
• Iancu GUDA, Independent Member of the Board of Directors

BRD Asset Management S.A.I. S.A. is registered with the National Supervisory Authority for Personal Data Processing under number 23680.

Cod fiscal (C.U.I.): 13236071
Registrul Comertului: J40/7066/2000
Numărul Registrul ASF: PJR05SAIR/400010
LEI: 54930005ZVUN4PCRPI85

Registrul ASF: 18.01.2006

GIIN: YCEN9M

Depozitar: BRD – Groupe Société Générale
Sediul Central: Bd. Ion Mihalache nr. 1–7,

sector 1, București
Tel: 021 3016100

Sediul Metav: Str. Biharia nr. 67–77,

Sector 1, București
Tel: 021 2008377