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10.93
-0.03
-0.27%
- Morningstar Rating:
- Total Assets: 283.85M
Pioneer Classic Balanced A
10.93
-0.03
-0.27%
- Overview
- Profile
- Historical Data
- Holdings
Pioneer Balanced Esg Fund Class A Overview
On this page you'll find an in-depth profile of Pioneer Balanced Esg Fund Class A. Learn about the key management, total assets, investment strategy and contact information of AOBLX among other information.
Investment Strategy
The investment seeks capital growth and current income. The fund applies environmental, social and governance (ESG) criteria to its investments. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of issuers that the investment adviser believes adhere to the fund's ESG criteria.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Howard A. Weiss | Vice President | 2022 | Now |
| Biography | Mr. Weiss, Vice President and Portfolio Manager of Amundi Pioneer joined Amundi Pioneer in 2007 and served as an associate portfolio manager and large cap core equity analyst. From October 2010 until August 2011, Mr. Weiss was an analyst at Surveyor Capital Group, a wholly owned subsidiary of Citadel Investment Group, LLC. In September 2011, he rejoined Amundi Pioneer as associate portfolio manager. | ||
| Fergal Jackson | Portfolio Manager | 2022 | Now |
| Biography | Mr. Jackson, Vice President and Portfolio Manager of Amundi US, joined Amundi US in 2008 and focuses on the management of the Global Equity strategies. Mr. Jackson has served as a portfolio manager of the fund since June 2022. | ||
| Lawrence Zeno | Vice President | 2018 | Now |
| Biography | Mr. Zeno, Vice President of Amundi Pioneer, joined Amundi Pioneer in 2001 as a specialist in mortgage-backed securities. | ||
| Bradley Komenda | Managing Director | 2016 | Now |
| Biography | Brad Komenda is Managing Director, Director of Investment Grade Corporates, and Portfolio Manager. As Director of Investment Grade Corporates, he leads a team that supports the management of high-grade credit exposure across all fixed income portfolios managed by Amundi US, including crossover and high-grade CDS exposure. He is a member of the team managing stand-alone long duration and high-grade credit strategies, including portfolios with ESG mandates. Brad is also responsible for managing multi-sector fixed income portfolios. Prior to joining Amundi US in 2008, Brad spent ten years as an Investment Grade and High Yield Analyst at Columbia Management. He began his career with General Electric Capital and Assurance as an investment grade and high yield research associate where he worked for five years. He holds a B.A. in Accounting and Business Administration from Central Washington University (1991). He is a CFA® charterholder. | ||
| Walter Hunnewell | Vice President | 2005 | 2022 |
| Biography | Mr. Hunnewell, Vice President of Amundi Pioneer, joined Amundi Pioneer in August 2001 and has been a portfolio manager of the fund since 2005. | ||
| Charles Melchreit | Senior Vice President | 2016 | 2018 |
| Biography | Mr. Melchreit, a Senior Vice President and Director of Investment Grade of Pioneer, joined Pioneer in 2006. From 2003 to 2004, Mr. Melchreit was a managing director at Cigna Investment Management. Prior to that, he was senior ice president and portfolio manager at Aeltus Management. Mr. Melchreit received an MS degree in Statistics from Yale University in 2005. | ||
| Richard A. Schlanger | Portfolio Manager | 2006 | 2016 |
| Biography | Schlanger joined Pioneer Investment Management, Inc. as a vice president and portfolio manager in March 1988. Previously, he held those same posts at Irving Trust Company for 12 years. He also spent five years as an assistant treasurer at Chase Manhattan Bank. Schlanger is a member of the Boston Bond Analysts Society and the Registry of Global Business Leaders. | ||
| John A. Carey | Portfolio Manager | 2005 | 2009 |
| Biography | John Carey is Managing Director, Portfolio Manager, and Director of Equity Income, US. He leads a team that manages US dividend equity strategies and is a member of a team managing a US large-cap core strategy for retail and institutional clients, which includes an ESG mandate. John is a member of the US Investment Committee and US Operating Committee at Amundi US. He is a frequent media commentator on US equity markets and meets often with investors to discuss the economy and markets. John began his investment career in 1979 when he joined Amundi US. During his career with the company, he has analyzed many industries, including publishing, media, and autos. His previous experience includes consulting and venture capital as well as teaching. John holds a B.A. from Columbia University and an A.M. and Ph.D. from Harvard University. He is a CFA® charterholder. | ||
| Kenneth J. Taubes | Executive Vice President | 2005 | 2009 |
| Biography | Ken Taubes is Chief Investment Officer, US and a Portfolio Manager at Amundi US. As Chief Investment Officer, Ken oversees US fixed income, equity, and multi-asset teams, including portfolio management, fundamental research and trading. In addition, Ken leads the day-to-day investment activities of the US fixed income team and is a Portfolio Manager on a number of fixed income multi-sector portfolios. Ken is Chairman of the US Investment Committee, and a member of the US Executive Committee and US Management Committee. He also is a Trustee of the Pioneer Funds, which oversees Amundi US’s US-registered portfolios. Prior to joining Amundi US in 1998, Ken was a Senior Vice President and Senior Portfolio Manager at Putnam Investments. Ken also served as Senior Vice President and Corporate Treasurer of Home Owners Savings Bank in Boston, a large New England thrift holding company and one of the nation’s largest mortgage banks, where he worked from 1986 to 1990. He began his career in 1980 as a treasury officer with Bank of New England’s international treasury division. Ken received a Bachelor of Science in accounting from Syracuse University’s Utica College and an M.B.A. from Suffolk University in Boston. | ||
| Brian B. Sullivan | Chairman, Senior Vice President, Director | 2004 | 2005 |
| Biography | Mr. Sullivan joined AmSouth in 1982 and is Chairman of the Board and Director of the Value Equity Strategies. His investment experience began in December 1980. Prior to joining AmSouth, Mr. Sullivan was a utilities Analyst for the State of Alabama. Mr. Sullivan received a B.A. in Economics from the University of the South and an M.B.A. in Finance from Tulane. Mr. Sullivan is a CFA charterholder and a current member and past president of the CFA Society of Alabama. | ||
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