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Brighthouse Balanced Plus Portfolio Class B (0P0000SGKQ)
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8.900
+0.030
+0.34%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 7.39B
Brighthouse Balanced Plus Portfolio Class B
8.900
+0.030
+0.34%
- Overview
- Profile
- Historical Data
- Holdings
Brighthouse Balanced Plus Portfolio Class B Overview
On this page you'll find an in-depth profile of Brighthouse Balanced Plus Portfolio Class B. Learn about the key management, total assets, investment strategy and contact information of 0P0000SGKQ among other information.
Investment Strategy
The investment seeks a balance between a high level of current income and growth of capital, with a greater emphasis on growth of capital. The fund invests approximately 70% of its assets in Class A shares of the Underlying Portfolios, which are portfolios of Brighthouse Funds Trust I and Brighthouse Funds Trust II and approximately 30% of its assets in equity derivative instruments, primarily stock index futures, and a portfolio of fixed income instruments that serve as a collateral for the equity derivative instruments.
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. | ||
| Paul-James White | Portfolio Manager | 2022 | Now |
| Biography | Executive Vice President, PIMCO. Mr. White is a portfolio manager on the quantitative portfolio management team in the Newport Beach office. Prior to joining PIMCO in 2021, he worked at Man AHL, where he was head of portfolio management and co-portfolio manager of Man AHL’s flagship multi-strategy program. He joined Man AHL in 2014 to develop medium-frequency cash equity strategies. Prior to Man AHL, Mr. White was a fellow of All Souls College, University of Oxford, as well as the Institut des Hautes Etudes Scientifiques, where he specialized in number theory research. He has served as a member of the investment committee of All Souls College, Oxford. He has investment experience since 2014 and holds a Ph.D. in mathematics from the University of Paris, a master’s degree from the University of Cambridge, and a bachelor’s degree awarded with the University Medal from the University of Wollongong. | ||
| James Mason | - | 2021 | Now |
| David L. Braun | Managing Director | 2016 | Now |
| Biography | Mr. Braun is a Managing Director in PIMCO’s New York office and head of the U.S. financial institutions group portfolio management team. Mr. Braun joined PIMCO in 2009 and is head of the U.S. financial institutions group (FIG) and stable value portfolio management teams. He is also a senior member of both the liability-driven investment and the U.S. core portfolio management teams. He oversees management of fixed income investment portfolios for institutional and retail clients. Mr. Braun has over 25 years of investment, risk management (including chief risk officer of a large investment company) and actuarial experience. He holds an undergraduate degree in mathematics from the University of Connecticut. He is also a Fellow of the Society of Actuaries and a certified Financial Risk Manager. | ||
| Graham A. Rennison | Executive Vice President | 2016 | Now |
| Biography | Executive Vice President, PIMCO. Mr. Rennison is a member of the quantitative portfolio management group, focusing on multi-asset class systematic strategies. Mr. Rennison was a senior vice president in the quantitative portfolio management group in the Newport Beach office, focusing on multi-asset-class systematic strategies. He was previously a member of the client analytics group, advising clients on strategic asset allocation. Prior to joining PIMCO in 2011, Mr. Rennison was a director and head of systematic strategies research at Barclays Capital in New York and also spent five years at Lehman Brothers, researching and publishing widely on quantitative strategies in the credit markets . He has 15 years of investment experience and holds master's and undergraduate degrees in mathematics from Cambridge University, England. | ||
| 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. | ||
| Yang Lu | - | 2016 | 2022 |
| Biography | Mr. Lu, CFA, is a vice president and portfolio manager on the quantitative portfolio management team at PIMCO. Prior to joining PIMCO in 2018, he was an analyst at Hutchin Hill Capital, responsible for developing and managing quantitative equity market neutral strategies. He has five years of investment experience. | ||
| 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. | ||
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