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Franklin Multi-asset Growth Fund A (SCHAX)
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14/02 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 883,12M
QS Growth A
18,31
+0,02
+0,11%
SCHAX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Franklin Multi-asset Growth Fund A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de SCHAX, entre outras informações.
Informações de Contato
Endereço
One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
San Mateo,CA 94403
United States
Telefone
+1 650 3122000
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Berkeley Belknap | - | 2025 | Agora |
| Biografia | Ms. Belknap is a portfolio manager for asset allocation strategies and the head of US Advisory portfolio management for Franklin Templeton Investment Solutions. In this role, Ms. Belknap leads portfolio management responsibilities for all US portfolios for the Advisory channels, including model platforms, target risk mutual funds, 529 programs and asset allocation portfolios in the insurance channel. She also serves on the team’s Policy Portfolio Positioning Group and is Vice Chair of the Portfolio Review Committee. She has served previously in several roles within Franklin Templeton Investment Solutions. In addition to being a portfolio manager for the US target date funds and the asset allocation portfolios for LATAM, she most recently managed the APAC portfolio management team and process, the manager research team, and the portfolio analysis team. Prior to her portfolio management roles, she served as a senior client portfolio manager responsible for designing, managing, and maintaining multi-asset investment solutions for institutional clients in the US and LATAM. Prior to joining Franklin Templeton, Ms. Belknap spent 11 years at Boston-based Windward Investment Management (Windhaven Investment Management after being acquired by Charles Schwab), which designs global asset allocation ETF portfolios by using both tactical and strategic allocations with a combination of quantitative and qualitative tools. She was a member of the investment committee and a portfolio strategist. She opened the firm’s San Francisco office and helped grow the client base in the western U.S. She also led the integration of the firm with Schwab on the west coast. Previously, Ms. Belknap worked at both Fairview Capital as a partner and portfolio manager and at Trainer, Wortham as a portfolio manager and research analyst, managing equity portfolios for separate accounts. She began her career in investment banking at Morgan Stanley in the global debt group within debt capital markets and with the options trading team within foreign exchange. Ms. Belknap holds a BA degree in history from Yale University. She also holds the CFA Institute Certificate in ESG Investing. | ||
| Jacqueline Kenney | Portfolio Manager | 2021 | Agora |
| Biografia | Jacqueline Hurley, CFA, is a Portfolio Manager and a member of the Portfolio Management Group within QS Investors. Formerly at Deutsche Asset Management from 2008 – 2010. Prior to joining Deutsche Asset Management, she had 4 years of experience as a consultant at Bearing Point and Accenture. Ms. Hurley holds a B.A. in Computer Science from Colgate University and an M.B.A. in inance and Accounting from University of Michigan, Ross School of Business. | ||
| Laura Green | Portfolio Manager | 2021 | Agora |
| Biografia | LAURA GREEN, CFA Vice President Portfolio Manager Franklin Templeton Investment Solutions New York, New York, United States Laura Green is a vice president and portfolio manager within Franklin Templeton Investment Solutions. Ms. Green is responsible for asset allocation (multi-asset) strategies, including target-date, target-risk, volatility-controlled, ESG and customized solutions. Prior to joining Franklin Templeton, Ms. Green was a member of the Portfolio Management team at QS Investors, a quantitative multi-asset and equity manager, where she was responsible for managing similar strategies. QS Investors combined with Franklin Templeton Multi-Asset Solutions in October 2020 to create Franklin Templeton Investment Solutions. Before joining QS Investors in 2010, Ms.Green was a member of its predecessor, Deutsche Asset Management Quantitative Strategies group, where she held portfolio manager and portfolio assistant positions. Ms. Green holds a Bachelor of Arts in communication from the University of Pennsylvania. She also holds the Chartered Financial Analyst (CFA) designation. | ||
| Thomas Picciochi | Head of Multi-Asset Portfolio Management | 2014 | 2022 |
| Biografia | Tom Picciochi, CAIA Head of Multi-Asset Portfolio Management • Responsible for Multi-Asset portfolio management. • Formerly senior portfolio manager for Deutsche Asset Management’s Quantitative Strategies group, and member of the Global Tactical Asset Allocation Investment Oversight Committee and portfolio manager for Absolute Return Strategies from 1999 to 2010. Prior to joining Deutsche Asset Management, he held various research and analysis positions at State Street Global Advisors, FPL Energy, Barnett Bank, Trade Finance Corporation and Reserve Financial Management over a 13 year period. • Education: BA from University of Miami; MBA from University of Miami. | ||
| Lisa Wang | Portfolio Manager | 2019 | 2021 |
| Biografia | Lisa Wang, CFA Portfolio Manager • Member of the Portfolio Management group. • Formerly an ETF market maker and portfolio trader at Deutsche Bank from 2011 to 2014. Prior to obtaining her MBA, she was a research analyst at Gleacher Fund Advisors, a multi-strategy fund of hedge funds from 2006 to 2008. • Education: BA & BS from SUNY Binghamton and MBA from University of Chicago, Booth School of Business. | ||
| Adam J. Petryk | Head of Multi-Asset and Solutions | 2016 | 2019 |
| Biografia | Adam Petryk, CFA President and CEO Responsible for all business, strategic and investment decisions. Prior to joining QS Investors, Adam held executive roles at Legg Mason and its core affiliates for over 15 years. He served as Chief Investment Officer at Batterymarch Financial Management, where he served on the firm’s management committee and managed the overall quantitative investment platform including research, portfolio management and technology. Prior to joining Batterymarch, he spent eight years at Legg Mason Canada Inc. as Chief Investment Officer, Head of the Quantitative Management Team and Quantitative Strategist. Education: BS in Computer Engineering from University of Waterloo, Ontario, Canada; MS in Electrical Engineering from University of Waterloo. | ||
| Ellen Tesler | Portfolio Manager | 2014 | 2019 |
| Biografia | Ellen Tesler Portfolio Manager • Member of the Portfolio Management group. • Formerly a portfolio manager within the Strategic Asset Allocation Team at Deutsche Asset Management from 2003 – 2010. At Deutsche Asset Management also served as a quantitative analyst for fundamental equity teams from 2000-2002. Prior to joining Deutsche Asset Management, she spent a year as a quantitative analyst at Lord Abbett and Company. • Education: BBA & MBA from Pace University. | ||
| Y. Wayne Lin | Portfolio Manager | 2012 | 2016 |
| Biografia | Y. Wayne Lin serves as Portfolio Manager and assists portfolio management team with the execution of the Dynamic Risk Management strategy. Mr. Lin has been a portfolio manager of each fund since August 2011. Prior to June 2014, Mr. Lin serves as Chief Administrative Officer, Investment Strategy Analyst and Portfolio Manager for LMGAA and is also a member of LMPFA’s North American Valuation Committee. From 2002 to 2005, Mr. Lin served as an Analyst at Citigroup Asset Management (“CAM”). Prior to joining CAM in 2002, Mr. Lin held the following professional positions: Internal Management Consultant at TIAA-CREF; Associate Director at Barra Strategic Consulting Group; and Associate at Booz Allen and Hamilton. | ||
| Patricia Duffy Maxwell | Senior Analyst and Portfolio Manager | 2012 | 2014 |
| Biografia | Patricia Duffy Maxwell has served as a Portfolio Manager of the fund since June 2012. Ms. Maxwell serves as a Senior Analyst and Portfolio Manager for LMGAA and has seven years of investment experience. Ms. Maxwell served as an Asset Allocation Analyst for LMGAA from 2005 to June 2012. | ||
| Steven D. Bleiberg | Portfolio Manager | 2003 | 2014 |
| Biografia | Steven is a portfolio manager for TD Epoch's Quality Capital Reinvestment strategies and is involved with the design and development of additional investment strategies. He is also a contributor to the firm's thought leadership. Prior to joining the company in 2014, Steven served as a portfolio manager at Legg Mason responsible for managing $7.5B in various asset allocation-based funds including Target Risk, Target Date and Dynamic Risk Management. Prior to that, he was the head of investment strategy at Citigroup Asset Management and a portfolio manager at Credit Suisse Asset Management. Steven is an author (with co-authors Bill Priest and Michael Welhoelter) of Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology. Steven holds an AB from Harvard and an MS from the Sloan School of Management at MIT with a concentration in Finance. | ||
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