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18.118
+0.300
+1.67%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.65B
EQ/Mid Cap Index Portfolio Class IB
18.118
+0.300
+1.67%
- Overview
- Profile
- Historical Data
- Holdings
Eq/mid Cap Index Portfolio Class Ib Overview
On this page you'll find an in-depth profile of Eq/mid Cap Index Portfolio Class Ib. Learn about the key management, total assets, investment strategy and contact information of 0P00003CGT among other information.
Investment Strategy
The investment seeks to achieve a total return before expenses that approximates the total return performance of the S&P MidCap 400® Index, including reinvestment of dividends, at a risk level consistent with that of the S&P MidCap 400 Index. The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, in equity securities in the S&P MidCap 400 Index. For purposes of this fund, equity securities in the S&P MidCap 400 Index may include financial instruments that derive their value from such securities.
Contact Information
Address
1290 Avenue of the Americas
New York,NY 10104
United States
New York,NY 10104
United States
Phone
877-222-2144
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Geoff Tomlinson | Portfolio Manager | 2022 | Now |
| Biography | Geoff Tomlinson, CFA® is a Portfolio Manager for Index Strategies at AllianceBernstein. He joined AllianceBernstein in 2006 as an associate in the Institutional Investment Management Sales Group. Prior to transitioning to his current role, from 2011 to 2019, Mr. Tomlinson was a portfolio analyst for Index Strategies, with a focus on custom index and enhanced index strategies. | ||
| Joshua B. Lisser | Senior Vice President | 2018 | Now |
| Biography | Joshua B. Lisser, Senior Vice President/Chief Investment Officer, Index Strategies and is a member of the Blend Solutions Team. He joined Alliance Capital in 1992 as a portfolio manager in the index strategies group and developed the international and global risk controlled equity services. Prior to joining Alliance Capital, Joshua was with Equitable Capital specializing in derivative investment strategies. | ||
| Kenneth T. Kozlowski | Executive Vice President | 2011 | Now |
| Biography | Kenneth T. Kozlowski, CFP, CLU, ChFC, is the lead portfolio manager and Chief Investment Officer for EIMG LLC. Mr. Kozlowski is a Managing Director of Equitable Life Insurance Company (“Equitable”) and has served as Executive Vice President and Chief Investment Officer of EIMG LLC since June 2012. He has had primary responsibility for the asset allocation, fund selection and rebalancing of Equitable’s funds-of-funds since 2003. | ||
| Alwi Chan | Portfolio Manager | 2009 | Now |
| Biography | Alwi Chan, CFA is a Vice President of the Trusts and member of each Trust’s Valuation Committee. He has served as a Lead Director of AXA Equitable and Senior Vice President and Deputy Chief Investment Officer of FMG LLC since June 2012. Mr. Chan assists in portfolio analysis, rebalancing and fund selection. Mr. Chan earned a Bachelor’s degree in Economics from Trisakti University (Indonesia) and an MBA from Tulane University. Mr. Chan holds the Chartered Financial Analyst (CFA) designation. | ||
| Katherine Robertson | Portfolio Manager | 2022 | 2024 |
| Biography | Katherine Robertson is a Portfolio Manager for Index Strategies at AllianceBernstein. She joined AllianceBernstein in 2007 and transitioned into her current role in 2021, after seven years as a manager in the Multi-Asset Solutions Portfolio Management Group. | ||
| Benjamin Sklar | Portfolio Manager | 2018 | 2022 |
| Biography | Ben Sklar joined AllianceBernstein in 2006 as an associate portfolio manager in the Blend Strategies Group and was appointed to Portfolio Manager-Index Strategies in 2009, focusing on custom index and structured equity products. Prior to joining AllianceBernstein, he was a marketing associate at Doubleday Broadway Publishing Group, a division of Random House. Mr. Sklar received a BA in English literature from Trinity College, Hartford and is currently completing an MBA New York University’s Stern School. Location: New York. | ||
| Judith A. DeVivo | Senior Vice President | 2018 | 2022 |
| Biography | Judith DeVivo, a Senior Vice President and Portfolio Manager, joined AllianceBernstein in 1971, joined the Passive Management Group in 1984 and has had portfolio management responsibility since that time. She has held a variety of positions throughout the firm. Just prior to joining the passive management group in 1984, she was head of portfolio administration for the firm. | ||
| Raymond Donofrio | - | 2017 | 2018 |
| Biography | Raymond Donofrio is a Vice President within SSGA and a Senior Portfolio Manager in the Global Equity Beta Solutions Group. Ray is currently responsible for managing various equity index funds, with both domestic and international strategies. Prior to his current role, Ray was an Analyst for SSGA's Strategy and Research group within the Global ETF Group. He began his career as an associate within the Investment Operations team at SSGA. He supported the Portfolio Managers of the Global Equity Beta Solutions team, mainly focusing on international strategies. | ||
| Karl A. Schneider | Vice President | 2017 | 2018 |
| Biography | Karl Schneider, CAIA, is a Vice President of SSGA and SSGA FM, and Head of U.S. Equity Strategies for GEBS, where in addition to overseeing the management of the U.S. equity index strategies, he also serves as a portfolio manager for a number of the group's passive equity portfolios. Previously within GEBS, he served as a portfolio manager and product specialist for synthetic beta strategies, including commodities, buy/write, and hedge fund replication. Prior to joining GEBS, Mr. Schneider worked as a portfolio manager in SSGA's Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios. He joined SSGA in 1996. Mr. Schneider holds a BS in finance and investments from Babson College and an MS in finance from Boston College. He has earned the Chartered Alternative Investment Analyst designation. Mr. Schneider is a member of the CAIA Association. | ||
| Michael J. Feehily | Senior Managing Director | 2015 | 2018 |
| Biography | Mr. Feehily, CFA, is a Managing Director of SSGA and the Adviser and Co-Head of Passive Equity Strategies in North America in the Global Equity Beta Solutions Group. In this capacity, Mr. Feehily has oversight of the North American Passive Equity teams in Boston and Montreal. In addition, Mr. Feehily is a member of the Senior Management Group. Mr. Feehily rejoined SSgA in 2010 after spending the previous four years at State Street Global Markets LLC where he helped to build the Exposure Solutions business. | ||
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