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Transamerica Asset Allocation Moderate Portfolio Class A (IMOAX)
Προσθήκη/Αφαίρεση από το χαρτοφυλάκιο
Προσθήκη στο Χαρτοφυλάκιο
11,66
+0,01
+0,09%
- Βαθμολογία Morningstar:
- Σύνολο Ενεργητικού: 813,32M
Transamerica Asset Allc Moderate A
11,66
+0,01
+0,09%
Επισκόπηση IMOAX
Σε αυτή τη σελίδα θα βρεις ένα εις βάθος προφίλ για το Transamerica Asset Allocation Moderate Portfolio Class A. Μάθε μεταξύ άλλων για τα βασικά διοικητικά στελέχη, το σύνολο του ενεργητικού, τη στρατηγική για τις επενδύσεις και τα στοιχεία επικοινωνίας για το IMOAX.
Κατηγορία
Σύνολο Ενεργητικού
813,32M
Δείκτης Εξόδων
0,48%
Ημερομηνία Έναρξης
37316
Πληροφορίες Συνδέσμου
Διεύθυνση
1801 California Street, Suite 5200
Denver,CO 80202
United States
Denver,CO 80202
United States
Τηλέφωνο
+1 8882334339
Διαδίκτυο
www.transamericafunds.com
Διοικητικά Στελέχη
| Όνομα | Τίτλος | Από | Μέχρι |
|---|---|---|---|
| Siwen Wu | Vice President | 2024 | now |
| Βιογραφία | Mr. Wu is a Vice President focusing on multi-asset funds and institutional portfolios within the Global Portfolio Solutions (GPS) Group in GSAM. Prior to joining GPS in 2014, Mr. Wu spent two years in the Market Risk Management Group at Goldman Sachs where he worked on risk analysis and capital efficiency projects for the Securities Division businesses. | ||
| Alexandra Wilson-Elizondo | Head | 2021 | now |
| Βιογραφία | Alexandra Wilson-Elizondo Head of multi-asset funds and model portfolio management within the Multi-Asset Solutions Group; employed with Goldman Sachs Asset Management, L.P. since 2021; prior to 2021, employed by MacKay Shields as an Associate Director since 2015. Prior to joining MacKay Shields, Ms. Wilson-Elizondo was a Manager, Senior Trader, and ETF Trader at Vanguard, managing corporate credit for Vanguard’s index funds and with responsibilities in index management ETF construction and trading (2008 – 2015). Ms. Wilson-Elizondo received a BA from Haverford College. | ||
| Neill Nuttall | Managing Director | 2020 | now |
| Βιογραφία | Neill Nuttall is a managing director and the chief investment officer of the Multi-Asset Solutions Group (MAS) in Goldman Sachs Asset Management (GSAM). He also serves as chairman of the MAS Investment Committee. Neill joined Goldman Sachs as a managing director in GSAM in 2014. Prior to joining the firm, Neill worked for almost 30 years at JPMorgan Asset Management (JPMAM) and its heritage firms, based for 14 years in Hong Kong and subsequently in London. From 2006, Neill served as chief investment officer and head of JPMAM’s Global Multi Asset Group (GMAG) and latterly as head of Asset Allocation for GMAG. Prior to joining GMAG, Neill served as a managing director and senior strategist within JPMAM’s Currency Group. Previous roles included senior investing positions at Jardine Fleming Investment Management in the International Multi-Asset Portfolios Group. Prior to joining JPMAM, Neill worked for Standard Chartered Bank in Hong Kong and Thailand. Neill earned a BA (Hons) in politics from the University of Exeter. | ||
| Michael Carapucci | Vice President | 2021 | 2024 |
| Βιογραφία | Mr. Carapucci is a portfolio manager within the Global Portfolio Solutions (GPS) Group in GSAM. He joined GSAM in 2019 as a vice president. Prior to joining GSAM, Mr. Carapucci served multiple roles at SPIAS. He was appointed Deputy Chief Investment Officer and Portfolio Manager, Multi-Asset in 2016. Prior to that, Mr. Carapucci was a Portfolio Manager with SPIAS since January 2012 and an Investment Officer from October 2010 to December 2011. Mr. Carapucci participated in establishing asset allocation strategies and fund recommendations to support multi-manager products. Prior to his appointment, he was an Analyst since April 2008 and Statistician since January 2005. Mr. Carapucci was primarily responsible for fund research to support multi-manager products He holds a Masters in Business Administration from the Zicklin School of Business-Baruch College and a BS in Finance and Investments from The College of New Jersey. | ||
| Christopher Lvoff | Vice President | 2020 | 2021 |
| Βιογραφία | Christopher Lvoff is a managing director in the Global Portfolio Solution Group (GPS), based in New York, where he is a senior portfolio manager. The GPS Group provides multi-asset class products and solutions, focusing on customized asset allocation, tactical implementation, risk management, and portfolio construction. Previously, Christopher was a member of the Multi-Product Investment Group of the Investment Management Division, where he focused on portfolio management and implementation for customized multi-asset institutional portfolios as well as commingled investment vehicles. Christopher joined Goldman Sachs in 2007 and was named managing director in 2016. Prior to joining Goldman Sachs, Christopher worked as an actuarial consultant at Towers Perrin, focusing on retirement plan design and defined benefit plan asset liability valuation. Christopher received a BS in economics from the University of Pennsylvania. He is an Associate of the Society of Actuaries and a CFA charterholder. | ||
| Ricky M. Williamson | Portfolio Manager | 2019 | 2020 |
| Βιογραφία | Richard M. Williamson, CFA, CIPM , is a portfolio manager for Morningstar’s Investment Management group with attention to, among other things, portfolio construction, asset allocation, and manager due diligence. Williamson is also Head of U.S. Outcome Based Strategies, which focus on inflation-plus, cash-plus and income investment strategies. Williamson is also a member of Investment Management’s Global Asset Allocation team concentrating on global fixed-income research. Prior to joining Morningstar Investment Management in 2013, Williamson was a consultant and analyst with Cardinal Investment Advisors, LLC., where he built asset allocation models for defined benefit plans, performed manager due diligence, and worked on capital market research. Williamson holds a bachelor’s degree in economics and government from the University of Virginia. Williamson holds a Certificate in Investment Performance Measurement and the Chartered Financial Analyst® designation. | ||
| Daniel E. McNeela | Senior Portfolio Manager | 2010 | 2020 |
| Βιογραφία | Daniel E. McNeela, CFA, is a senior portfolio manager and co‑head of target risk strategies with Morningstar’s Investment Management group. McNeela is focused on portfolio construction, asset allocation, and manager due diligence. Along with the other co‑managers, he is responsible for subadviser selection and oversight, allocating the Funds’ assets to the subadvisers and any ETFs that are selected, constructing the portfolios to achieve desired asset class exposures including any residual cash, in addition to other portfolio management responsibilities. Prior to joining the investment management group in 2006, McNeela was associate director of mutual fund analysis for Morningstar, Inc. McNeela served as the editor of Morningstar’s flagship newsletter, Morningstar Mutual Funds and appeared before House and Senate subcommittees to testify as an investor advocate regarding the effectiveness of 529 college savings plans. He joined Morningstar in 2000 as a fund analyst with the individual investor group, specializing in domestic equity funds, with subspecialties in real estate and long-short funds and was the lead analyst on funds offered by Janus, Putnam, Royce and Goldman Sachs. Prior to Morningstar, he held a number of corporate finance positions at Scott Foresman, a leading educational publisher. McNeela holds a BS in Finance from Indiana University and an MBA from the University of Illinois. | ||
| Michael A. Stout | Co-Portfolio Manager | 2006 | 2020 |
| Βιογραφία | Michael A. Stout, CFA, is a portfolio manager within Morningstar’s Investment Management group, specializing in domestic equity. Along with the other co‑managers, he is responsible for subadviser selection and oversight, allocating the Fund’s assets to the subadvisers and any ETFs that are selected, constructing the portfolios to achieve desired asset class exposures including any residual cash, in addition to other portfolio management responsibilities. Prior to joining the investment management group in 1998 as a founding member, Stout was senior analyst and editor of fund research. Before that, he was a research analyst covering open‑end funds. He began his career at Morningstar in 1993 as a research analyst covering closed‑end funds. Before joining Morningstar, Stout was an investment broker with A.G. Edwards & Sons and previously a captain in the United States Air Force. He holds a BA in music from The Ohio State University and an MBA from the University of Texas at San Antonio. | ||
| John V. McLaughlin | Senior Investment Consultant | 2017 | 2019 |
| Βιογραφία | John McLaughlin is a senior investment consultant for the investment advisory group of the Investment Management unit. In this role, he assists in the development and implementation of asset class models and fund of funds portfolios, analyzes funds, and performs capital markets research. Prior to joining Morningstar in 2014, McLaughlin was a consultant at RVK, Inc., consulting to a number of the firm's public and private clients across a wide range of plan types. Before that, he worked for Russell Investments, where he helped manage derivative portfolios for a number of Fortune 500 companies and state governments. Additionally, McLaughlin consulted nationally to investment management and advisory firms on strategic business issues in his previous role with Moss Adams, LLP. Prior to his role at Moss Adams, McLaughlin was a consultant at Mercer where he conducted research for executive compensation projects at publicly traded clients. McLaughlin holds a bachelor’s degree in finance with honors from Seattle University. He also holds the Chartered Financial Analyst designation. | ||
| Dario Castagna | Portfolio Manager | 2014 | 2017 |
| Βιογραφία | Portfolio Manager of the fund since 2014; Employee of Morningstar Associates, LLC since 2006 | ||
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