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Brighthouse Asset Allocation 40 Portfolio Class B (0P00003EO6)
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10.060
+0.070
+0.70%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 3.42B
Brighthouse Asset Allocation 40 Portfolio Class B
10.060
+0.070
+0.70%
- Overview
- Profile
- Historical Data
- Holdings
Brighthouse Asset Allocation 40 Portfolio Class B Overview
On this page you'll find an in-depth profile of Brighthouse Asset Allocation 40 Portfolio Class B. Learn about the key management, total assets, investment strategy and contact information of 0P00003EO6 among other information.
Investment Strategy
The investment seeks high total return in the form of income and growth of capital, with a greater emphasis on income. The fund invests substantially all of its assets in Class A shares of the underlying portfolios, which are portfolios of Brighthouse Funds Trust I and Brighthouse Funds Trust II. It primarily invests in underlying portfolios that hold fixed income securities and also invests in underlying portfolios that may hold large cap, small cap, mid cap or foreign equity securities in accordance with target allocations of 60% to fixed income securities and 40% to equity securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anna Koska | - | 2022 | Now |
| Biography | Anna Koska, CAIA, is Assistant Vice President, Investment and Advisory Services of BIA, and has been a Vice President of BIA, a member of the BIA Valuation Committee and member of the Board of Managers of BIA since 2022. Ms. Koska has been Vice President of Brighthouse Funds Trust I and Brighthouse Funds Trust II since 2022. From 2019 through 2022, Ms. Koska was a Director of Investment and Advisory Services of BIA. Prior to that, Ms. Koska was a Senior Portfolio Analyst of BIA since October 2017, and prior to that, Ms. Koska was a Portfolio Analyst of Metropolitan Life. | ||
| James Mason | - | 2021 | Now |
| Kristi Slavin | Chair | 2012 | Now |
| Biography | Kristi Slavin, CFA, CAIA, is the Chair of the committee. She has been President of BIA and Chair of the BIA Board of Managers since 2016, and has worked for BIA since 2008. Ms. Slavin has been President and Chief Executive Officer of the Trust and Trust II since 2016. From 2014 until 2017, she was a Vice President of Metropolitan Life Insurance Company (“Metropolitan Life”). From 2001 until she joined Metropolitan Life Insurance Company, Ms. Slavin was a Senior Portfolio Analyst for Columbia Management. | ||
| Victor Soto | Executive Vice President | 2016 | 2022 |
| Biography | Victor Soto, Victor Soto, CFA, CAIA, FRM, has been Executive Vice President of BIA since 2016 and has worked for BIA since 2015. Mr. Soto has been Vice President of the Trust and Trust II since 2018. From 2015 until 2017, he was an Assistant Vice President of Metropolitan Life. From 2013 until he joined BIA, Mr. Soto was a Portfolio Manager at 1st Global. From 2011 until he joined 1st Global, he was a Senior Investment Analyst at FirstCommand Financial Services, Inc. (“FirstCommand”). From 2008 until he joined FirstCommand, he was an Investment Specialist at Metropolitan Life. | ||
| Shannon Ericson | Portfolio Manager | 2020 | 2021 |
| Biography | Shannon Ericson is a Portfolio Manager for the Global Equity Team. Prior to joining LMCG in August 2006, Ms. Ericson spent six years at Evergreen Investments Group, where she served as Vice President, Quantitative Equities Analyst for the firm’s Global Structural Products group. Ms. Ericson’s responsibilities included strategy design, new product development, and the rebalancing and optimization of portfolios. Prior to joining Evergreen, Ms. Ericson spent six years at Independence International Associates, Inc., where she served as Vice President, Quantitative International Equities and Marketing Officer, Quantitative International Equities. Prior to joining Independence International Associates, Inc., Ms. Ericson spent four years at Mellon Trust Company, where she served as Investment Communications Officer in the Private Asset Management Group. Ms. Ericson is a graduate of Bentley College and holds a BS in Finance and an MBA. She is a CFA charterholder. | ||
| Jesper Rindboel | Vice President | 2017 | 2020 |
| Biography | Jesper Rindboel, CFA, FRM, has been Vice President of BIA since joining the firm in December 2016. From 2014 until he joined BIA, Mr. Rindboel was a Senior Investment Analyst and Portfolio Manager at 1st Global. From 2011 until he joined 1st Global, he worked for FirstCommand Financial Services, Inc., where he was promoted from Sales Support Specialist to Investment Analyst. | ||
| Alan C. Leland | Member | 2005 | 2017 |
| Biography | Alan C. Leland, Jr., CFA, is the Chair of the Committee. Mr. Leland has been Chief Financial Officer of MetLife Advisers since 1994 and a member of MetLife Advisers’ Board of Managers since 2006. He has been Vice President of the Met Investors Series Trust since May 2012 and is a Vice President of Metropolitan Life Insurance Company. He has worked for Metropolitan Life Insurance Company and its predecessors for over 30 years and has worked for MetLife Advisers since its inception in 1994. | ||
| Wen Liu | analyst | 2013 | 2016 |
| Biography | Wen Liu, CFA, is Vice President of MetLife Advisers and has worked for MetLife Advisers since joining Metropolitan Life Insurance Company in 2013. She has been a Director of Metropolitan Life Insurance Company since 2013. From 2000 until she joined Metropolitan Life Insurance Company, Ms. Liu was with Bank of New York Mellon Investment Management where she performed manager research, due diligence, and portfolio analysis functions. Prior to this, she worked as an analyst for Putnam Investments. | ||
| Johan Grahn | Assistant Vice President | 2012 | 2016 |
| Biography | Johan Grahn joined Allianz Life Insurance Company of North America (Allianz Life), the parent of the Manager, as an Assistant Vice President in July 2016. Prior to joining Allianz Life, Mr. Grahn served as a Vice President and Portfolio Manager of MetLife Advisors LLC from April 2012 to March 2016. Mr. Grahn was also an Assistant Vice President of MetLife Inc. from November 2011 to April 2012. Prior to joining MetLife in November 2011, Mr. Grahn served as an Investment Analyst for Prime Buchholz & Associates, an independent investment consulting firm, from June 2008 to November 2011. From 2006 until he joined Prime Buchholz & Associates, he was a Senior Financial Analyst at Cox Communications. | ||
| Jeffrey L. Bernier | Senior Vice President | 2008 | 2014 |
| Biography | Bernier joined Metropolitan Life in December 2007. He has been a vice president of Metropolitan Life and a senior vice president of the Fund and MetLife Advisers since 2008. From July 2004 to December 2007, Bernier was a director and senior investment analyst of Investment Management Services for John Hancock Financial Services. From May 2000 to December 2001, he was anaAssistantvVice president in the Corporate and Investment Banking division of Wachovia Securities. | ||
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