Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
👀 Copy Legendary Investors' Portfolios in One Click
Copy For Free
170.920
-6.420
-3.62%
31/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 326.96M
BNY Mellon SmartPath Target Date 2030
170.920
-6.420
-3.62%
- Overview
- Profile
- Historical Data
- Holdings
Bnym Newton Sl Smartpath Td2030 Fd Overview
On this page you'll find an in-depth profile of Bnym Newton Sl Smartpath Td2030 Fd. Learn about the key management, total assets, investment strategy and contact information of 0P0000A4LP among other information.
Investment Strategy
The objective of the Fund is to seek to provide investors with a mix of assets based on a typical underlying plan participant with a projected retirement date approximately within five years of 2030. Mellon believes that asset allocation remains the most important factor in determining long-term portfolio risk and returns. Each Target Maturity Fund is built with a long-term perspective, designed to weather various market environments and business cycles through asset diversification and fund rebalancing. The funds employ a fund of funds structure that seeks to develop an appropriate allocation based on a target retirement date.
Contact Information
Address
160 Queen Victoria Street
London,UK EC4V 4LA
United Kingdom
London,UK EC4V 4LA
United Kingdom
Phone
44 20 7163 2337
Fax
44 20 7163 2925
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Alexander C. Huberts | President | 2011 | Now |
| Biography | Provides global strategic leadership and oversight Counsels on investment research and strategy matters across the firm Ambassador for the firm, speaks around the globe and publishes in various mediaPreviously chief investment officer and founder of Coefficient Global®, a business unit of Standish Mellon Asset Management, specializing in quantitative investment strategies From 2003-2006, chief investment officer of Standish, responsible for over $150 billion in fixed income assets From 1992 to 2003, head of asset allocation and director of research at Mellon Capital where he co-developed GTAA; responsible for portfolio management in domestic, international and global asset allocation strategies From 1985-1992, worked at the Ministry of Finance in the Netherlands, at AMRO bank and Concord Capital Management | ||
| Vassilis Dagioglu | Managing Director | 2011 | Now |
| Biography | Vassilis is the head of the asset allocation portfolio management team. In his current role, he is responsible for managing global tactical asset allocation, strategic asset allocation and multi-asset portfolios including total return, absolute return, multi-asset income, global macro as well as active commodities strategies. Since he joined the company, he has managed several asset allocation portfolios such as mutual funds, hedge funds, and separately managed portfolios and helped develop custom portfolio solutions. Vassilis joined the firm in 1999, shortly after beginning his career in the investment industry. Prior to that, he designed and implemented financial information systems and consulted on enterprise information application development at IBM Global Services and Sybase. He earned an MBA in finance from the University of California at Berkeley. | ||
| Anjun Zhou | investment management capacity | 2011 | Now |
| Biography | Responsible for enhancing investment strategies, improving risk controls, developing new strategies and providing leadership to the central research team across all asset classes Prior to joining Mellon Capital, was an executive director of global macro and asset allocation at Morgan Stanley, responsible for research and product development for GTAA institutional accounts and retail funds Prior to Morgan Stanley, was vice president at Deutsche Asset Management, responsible for developing quantitative strategies in the multi-asset class framework for Quantitative Strategies Group and a proprietary trading and hedge fund group Previously, principal at State Street Global Advisors, responsible for quantitative research and product development for global active strategies in multiple asset classes Author of a number of publications on volatility modeling, innovative approach on stock selection and studies on market economy | ||
| David C. Kwan | Managing Director | 2011 | Now |
| Biography | David C. Kwan, CFA, is a Managing Director of Mellon Capital’s Fixed Income Team and has been a Managing Director of Mellon Capital since 2000. He has also been the Head of the Fixed Income Management Group since 1994. He received his M.B.A. from the University of California at Berkeley in 1990. Mr. Kwan has 23 years of investment experience. | ||
| Karen Q. Wong | Managing Director | 2011 | 2020 |
| Biography | Karen Wong, CFA Managing Director, Head of Index - Portfolio Management Karen is the head of index portfolio management. She is responsible for overseeing equity and fixed income indexing and beta strategies, including exchange-traded funds (ETFs). Karen developed and launched the Carbon Efficiency strategy in 2014, the firm’s first green beta product. Prior to the merger, Karen was the head of equity portfolio management at Mellon Capital, responsible for equity index portfolio management. | ||
| Lowell J. Bennett | Director | 2011 | 2013 |
| Biography | Bennett is a director, fixed income strategist at Mellon Capital. Bennett provides fixed income knowledge and expertise to management of fixed income portfolios and enhanced strategies. Prior to joining Mellon Capital in 1997, he was a fixed income strategist at Merrill Lynch. Bennett holds the Chartered Financial Analyst designation. | ||
| -- Team Management | - | 2011 | 2011 |
Write your thoughts about Bnym Newton Sl Smartpath Td2030 Fd
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review