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Global Atlantic Wellington Research Managed Risk Portfolio Class Ii (0P0000Z3KX)
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Global Atlantic Wellington Research Managed Risk P
14.650
-0.060
-0.41%
- Overview
- Profile
- Historical Data
- Holdings
0P0000Z3KX Overview
On this page you'll find an in-depth profile of Global Atlantic Wellington Research Managed Risk Portfolio Class Ii. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z3KX among other information.
Investment Strategy
The investment seeks capital appreciation and income while seeking to manage volatility. The Adviser seeks to achieve the portfolio's investment objective by allocating, under normal circumstances, at least 80% of the portfolio's net assets to the Capital Appreciation and Income Component and up to 20% of the portfolio's net assets to the Managed Risk Component. Under normal circumstances, approximately 65% of the Capital Appreciation and Income Component will be allocated to the equity strategy, and approximately 35% of the Capital Appreciation and Income Component to the fixed income strategy.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Maria Schiopu | - | 2019 | Now |
| Biography | Maria Schiopu, CFA, joined Milliman in 2013 and is Senior Director – Head of Portfolio Management with Milliman. Ms. Schiopu holds a B.A. in Mathematics from Northwestern University. She is a Chartered Financial Analyst® (CFA) Charterholder. | ||
| Jonathan G. White | Managing Director and Director, Research Portfolios | 2018 | Now |
| Biography | Jonathan G. White is Managing Director and Director, Research Portfolios of Wellington Management, and joined the firm in 1999. In his role, he is responsible for broad oversight of the firm’s suite of diversified and sector analyst-managed investment approaches, including risk management and implementation, and acts as a representative for these products with clients and prospects. He also manages our customized research approaches, including Global Islamic Research Equity and Global Research Equity High Dividend Yield, and is a member of the Global Perspectives investment team. Prior to his current position, Jon was manager of equity portfolio coordination for the firm. Before joining Wellington Management in 1999, he spent several years at Putnam Investments, serving as portfolio coordinator for the Emerging Markets Equity Department, manager for Pricing Operations, and supervisor, senior fund accountant, and fund accountant for Mutual Fund Accounting Operations (1994 – 1999). Jon received his MBA, magna cum laude, from Babson College (Olin, 2002) and his BBA in finance, cum laude, from the University of Massachusetts (1994). Additionally, he holds the Chartered Financial Analyst designation. | ||
| Loren L. Moran | Managing Director | 2018 | Now |
| Biography | Loren L. Moran, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager for the fixed income portion of the Fund since 2017 and securities analysis for the fixed income portion of the Fund since 2014. She has worked in investment management since 2001, has been with Wellington Management since 2014. Education: B.S., Georgetown University. | ||
| Mary L. Pryshlak | Senior Managing Director | 2018 | Now |
| Biography | Mary L. Pryshlak, CFA, Senior Managing Director, Partner and Head of Investment Research of Wellington Management. Ms. Pryshlak is the head of Investment Research, an investment group comprised of Wellington Management's core fundamental investment research teams spanning equity; credit; macro; technical; sustainable; and environmental, social, and corporate governance (ESG). Ms. Pryshlak supervises a team of global industry analysts that manage the equity portion of the Global Atlantic Wellington Research Managed Risk Portfolio and has served in this capacity for the Portfolio since 2018. Ms. Pryshlak joined Wellington Management as an investment professional in 2004. | ||
| Adam Schenck | Director | 2013 | Now |
| Biography | Adam is a managing director in the Portfolio Management Group within Milliman's Financial Risk Management Practice in Chicago. He serves as the portfolio manager for funds in the market that utilize the Milliman Managed Risk Strategy™. Adam serves as the Portfolio Manager for funds in the market that utilize the Milliman Managed Risk Strategy. He leads a team that analyzes and implements risk management strategies on baskets of assets and performs research on volatility and stock return distributions. The team also produces tools that include volatility forecasting models used to create the Milliman Guarantee Index™, which is published monthly for use by life insurers. Mr. Schenck holds a B.S. in mathematics and computer science from Eckerd College and a M.S. in financial mathematics from The University of Chicago. He is a Chartered Financial Analyst ® (CFA) Charterholder. | ||
| Michael E. Stack | Senior Managing Director | 2013 | 2022 |
| Biography | Michael E. Stack is Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Stack joined Wellington Management as an investment professional in 2000. Michael E. Stack, announced his plan to retire and withdraw from the partnership of Wellington Management’s parent company, and effective June 30, 2021, he will no longer serve as a portfolio manager for the Fund. | ||
| Anthony Nese | - | 2019 | 2021 |
| Biography | Anthony Nese, FRM, is a Portfolio Manager with Milliman and joined Milliman in 2012. Mr. Nese holds a B.A. in Public Policy Studies from the University of Chicago. He is a Certified Financial Risk Manager (FRM). | ||
| Mark D. Mandel | Senior Vice President | 2013 | 2019 |
| Biography | Mark is the director of Global Industry Research, an investment group comprising senior equity analysts and the various functions that support bottom-up research, stock picking, and investment across global capital markets. In this role, he focuses on ensuring that we attract, retain, and motivate world-class securities analysts and investment talent; provide them with the resources, support, and ongoing feedback needed to excel; and undertake our work with a fiduciary mindset and a collaborative spirit in order to make informed investment decisions on behalf of our clients. Mark leads a management team responsible for more than 100 professionals who formally follow over 4,500 stocks and directly manage over US$100 billion of client assets. He also chairs the firm’s Compensation Committee and is a member of the Incentive Compensation Committee, Hedge Fund Review Group, and Research Equity Review Group (ERG2). Mark was named to his current role in 2002 after eight years as a global industry analyst covering non-bank financial services. Before joining Wellington Management in 1994, he worked in the corporate finance group at Advest, Inc., a Hartford-based brokerage firm. He earned his MBA from Dartmouth College (Tuck), where he was named an Amos Tuck scholar. He received his BA in economics from Bates College. Additionally, he holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Cheryl M. Duckworth | Portfolio Manager | 2013 | 2018 |
| Biography | Cheryl is the associate director of Global Industry Research, an investment group comprising senior fundamental research analysts and the various functions that support bottom-up analyses, stock picking, and investment across a universe of publicly traded equity securities. In this capacity, she helps lead a management team responsible for nearly 100 professionals who track more than 4,500 stocks and directly manage more than $100 billion of client assets. She also oversees the firm’s suite of diversified and sector analyst-managed investment approaches and acts as a representative for these products with clients and prospects. In 2013, Cheryl moved to Asia to oversee the firm’s equity investment resources across the region. In addition, she oversees the operation of the Singapore office in her capacity as head of Wellington Management Singapore Pte Ltd, the Singapore-based affiliate of Wellington Management Company LLP. Prior to joining Global Industry Research in 2003, Cheryl was the director of International/Global Equity Product Management, working with investment groups to design and develop international and global equity products. Before joining Wellington Management in 1994, she gained experience in the investment industry at Massachusetts Financial Services (1988 – 1992). Cheryl received her MS from the Massachusetts Institute of Technology (Sloan, 1994) and her BA in economics and art history, cum laude, from Duke University (1988). Additionally, she holds the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Cameron Jeffreys | Vice President | 2013 | 2016 |
| Biography | Mr. Jeffreys joined Forethought Financial Group in November 2009 and currently serves as Vice President, Senior Research Analyst. He has served as vice president of the adviser since its inception in 2013. From 1998 to 2008, Mr. Jeffreys was an equity research analyst at Credit Suisse in Toronto, Canada, where he analyzed and offered investment ratings on companies in a variety of sectors. From 1996 to 1998, Mr. Jeffreys worked at Conseco Capital Management, Inc. (“CCM”) in the areas of portfolio management analytics and fixed income research. Mr. Jeffreys is a Chartered Financial Analyst and a member of both the CFA Institute and the CFA Society of Indianapolis. Educated at the Ivey Business School at Western University in London, Canada, he graduated with an Honors degree in Business Administration. | ||
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