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Pacific Select Optimization Moderate-conservative Portfolio Classi (0P0000SCBE)

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18.373 +0.010    +0.08%
07:00:00 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Pacific Life
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.51B
Pacific Select Optimization Moderate-Conservative 18.373 +0.010 +0.08%

Pacific Select Optimization Moderate-conservative Portfolio Classi Overview

 
On this page you'll find an in-depth profile of Pacific Select Optimization Moderate-conservative Portfolio Classi. Learn about the key management, total assets, investment strategy and contact information of 0P0000SCBE among other information.
Category

Allocation--30% to 50% Equity

Total Assets

1.51B

Expenses

0.32%

Inception Date

May 02, 2011

Investment Strategy

The investment seeks current income and moderate growth of capital. The fund is a "fund of funds" that seeks to achieve its investment goal by investing in other funds of the Trust. Under normal market conditions, the fund’s exposures to the two broad asset classes of debt and equity are expected to be within the following ranges: 45-75% in debt and 25-55% in equity.

Contact Information

Address not available
,
United States
Phone -

Top Executives

Name Title Since Until
Jie "Edward" Sheng Portfolio Manager 2021 Now
Biography Portfolio Manager of PLFA since 2021, Assistant Vice President of Pacific Life and Head of Asset Allocation of PLFA since 2022, Director of Pacific Life and Director of Quantitative Research of PLFA since 2018 and Quantitative Researcher of PLFA since 2016. Mr. Sheng is responsible for designing advanced quantitative models that help guide the asset allocation decisions for Pacific Select Fund. He is also responsible for strategic asset allocation investment decisions. He began his investment career in 2013 and has a Ph.D. from Arizona State University, an MS degree from the University of California, Los Angeles, and a BS from Nanjing University.
Samuel S. Park Investment consultant 2013 Now
Biography Director of Pacific Life and Director of fundamental research of PLFA since 2017, and Portfolio Manager since 2013. Mr. Park is responsible for managing the asset allocation function related to Pacific Select Fund. He began his investment career in 1999 and has a BA from Boston University.
Howard T. Hirakawa Senior Vice President 2011 Now
Biography Senior Vice President of Pacific Life and PLFA since 2014, Vice President of Pacific Select Fund since 2006, and Portfolio Manager since 2003. Mr. Hirakawa is responsible for the investment oversight relating to Pacific Select Fund and asset allocation services. He began his investment career in 1999 and has a BS from San Diego State University and an MBA from Claremont Graduate School.
Carleton J. Muench Vice President 2011 Now
Biography Vice President of Pacific Life and PLFA since 2014, Assistant Vice President of Pacific Select Fund since 2006, and Portfolio Manager since 2006. Mr. Muench is responsible for the investment oversight relating to Pacific Select Fund and asset allocation services. He began his investment career in 1998 and has a BS and an MS from Northeastern University.
Max Gokhman CIO (Chief Investment Officer) 2015 2022
Biography Mr. Gokhman is the Chief Investment Officer of AlphaTrAI Funds, Inc. He was Head of Asset Allocation for Pacific Life’s multi-asset investment division, Pacific Life Fund Advisors. He was director of Pacific Life and director of asset allocation of PLFA from 2014 to 2016, Assistant vice president of Pacific Life and assistant vice president of asset allocation of PLFA since 2016, and portfolio manager of PLFA since 2015. He joined Pacific Life in 2014 and is responsible for managing the asset allocation process as well as developing asset class views and market outlooks for Pacific Funds and Pacific Select Fund. Prior to joining Pacific Life, Mr. Gokhman was a global macro portfolio manager at Mellon Capsital, which acquired Coefficient Global, a quantitative hedge fund where he was a founding member. He managed a global macro strategy that invested in equities, debt, currencies, and commodities. Mr. Gohkman received a B.A. in Economics and Psychology from Claremont McKenna College in 2006. He is a member of the Milken Institute Young Leaders Circle, the Global Capital Markets Advisory Council, and is a CFA charterholder.
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