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Brighthouse Funds Trust I Jpmorgan Global Active Allocation Portfolio Class B (0P0000VBH1)
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Brighthouse Funds Trust I JPMorgan Global Active A
10.650
+0.070
+0.66%
- Overview
- Profile
- Historical Data
- Holdings
0P0000VBH1 Overview
On this page you'll find an in-depth profile of Brighthouse Funds Trust I Jpmorgan Global Active Allocation Portfolio Class B. Learn about the key management, total assets, investment strategy and contact information of 0P0000VBH1 among other information.
Investment Strategy
The investment seeks capital appreciation and current income. The fund is expected to have a normal strategic allocation of 50% in global equities, 25% in U.S. investment grade fixed income, 20% in convertible debt and 5% in other assets. Approximately 15%-20% of the fund's total assets will be held in cash and cash equivalent instruments which will serve as margin or collateral for the fund's obligations under derivative transactions. It may invest no more than 10% of its total assets in any combination of the following asset classes: commodities, emerging market debt, emerging market equity, high yield debt, real estate securities and TIPS.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew Cummings | Executive Director | 2016 | Now |
| Biography | Mr. Cummings, CFA ®,Executive Director, is a portfolio manager for J.P. Morgan Asset Management’s Multi-Asset Solutions team based in New York. An employee since 2008, Mr. Cummings is responsible for manager selection and portfolio construction. He focuses on portfolio management and the interpretation and implementation of tactical asset allocation strategy across multi-asset class portfolios, with a specific focus on target date, total return, and risk managed strategies. He is a CFA charterholder. | ||
| Michael Feser | Executive Director | 2012 | Now |
| Biography | Michael Feser, managing director, is a portfolio manager on the Multi-Asset Solutions team based in New York. In this role, Michael is responsible for managing portfolios and expanding the Multi-Asset Solutions team’s capabilities in the sub-advisory segment. A particular area of focus is the design and management of risk/volatility controlled investment strategies. In addition, Michael also serves on JPMAM’s long-term capital markets assumptions committee and advises clients on investment strategy design and strategic asset allocation issues. An employee since 1994, Michael has more than two decades of markets, multi-asset and fixed income research and investment experience. Previously, Michael served as the Global Investment Director of Global Investment Management Solutions, where he oversaw the investment activities of the group’s portfolio managers, new product development and worked with the Funds’ boards globally. Prior to this, Michael held a number of roles across global investment management, including leading Multi-Asset Solution’s quantitative research and portfolio management team, and heading fixed income quantitative research and portfolio management functions in London. Michael obtained an M.A. in business administration from the University of Cologne. He is a CFA charterholder and is Series 3, 7 and 63 licensed. | ||
| Jeffrey A. Geller | Managing Director | 2012 | Now |
| Biography | Jeffrey Geller, CFA, managing director, is a Chief Investment Officer of Multi-Asset Solutions, where he is responsible for investment oversight of all mandates managed in New York. This includes providing oversight with respect to manager and strategy suitability and fit and ensuring that the team's asset allocation views are reflected appropriately across a diverse set of mandates. Jeff is also a portfolio manager for less constrained multi-asset class portfolios as well as portfolios with alternatives exposure. Before joining the firm in 2006, Jeff was director of Hedge Fund Investments at Russell Investment Group and served as chairman of the Firm's hedge fund investment committee. Prior to that, he was a senior partner at Credit Suisse Asset Management's BEA Associates unit where he had responsibility for managing equity, currency overlay and relative value arbitrage strategies. Jeff earned a Bachelor of Arts in Government from Clark University and an M.B.A. in Finance from the University of Chicago Graduate School Of Business. He is a CFA charterholder and is Series 24, 7, and 63 licensed | ||
| Grace Koo | Portfolio Manager | 2012 | Now |
| Biography | Grace Koo, Ph.D., executive director, is a portfolio manager and quantitative research analyst in Multi-Asset Solutions, based in New York. Since joining the team in 2011, Grace has focused on the development of quantitative multi-asset portfolio strategies, global tactical asset allocation, dynamic asset allocation and Multi-Asset Solutions’ long-term capital market assumptions. Prior to joining the team, Grace was a strategist in the global asset allocation and alternative investments team for J.P. Morgan’s Investment Bank based in London. In this role, she researched and developed trading ideas across different asset classes and contributed to publications such as The JPMorgan View, Flows & Liquidity, Global Markets Outlook and Strategy (“GMOS”) and Investment Strategies. She joined J.P. Morgan in 2007 after receiving her Ph.D. in Finance from Kellogg School of Management at Northwestern University. Prior to joining the Firm, Ms. Koo taught finance at Northwestern University. She received a Bachelor of Commerce in commerce and economics, and a M.A. in economics from the University of British Columbia. | ||
| Jonathan M. Cummings | Vice President | 2012 | Now |
| Biography | Jonathan Cummings, executive director, is a portfolio manager in the Multi-Asset Solutions team, based in London. An employee since 2005, he focuses on multi-strategy portfolios including total return and less benchmark constrained accounts. Prior to this role, he was an analyst with the portfolio construction and investment strategy team within J.P. Morgan Private Bank in London. Joe obtained a M.Sc. in Economics and Finance from the University of Bristol. He is a CFA charterholder. | ||
| Nicole Goldberger | Vice President | 2012 | 2016 |
| Biography | Nicole is a Portfolio Manager and Head of Growth Portfolios within the Investment Solutions team, based in New York. She is responsible for the management and investment oversight of all growth portfolios globally. In January 2020, Nicole joined UBS Asset Management from JPMorgan Asset Management's Multi-Asset Solutions team, where she was the lead portfolio manager responsible for managing Global Tactical Asset Allocation (GTAA) and balanced portfolios for institutional and retail clients. Prior to that, Nicole was a portfolio manager for a range of different multi-asset class solutions, including flexible total return portfolios with private markets, diversified benchmark-aware mandates, 529 age-based portfolios, inflation aware multi-strategy funds, liability-driven investment (LDI) portfolios and target date funds. Having spent over 16 years at JPMorgan, Nicole also focused on manager selection and portfolio construction across both traditional and alternative asset classes. Nicole is a CFA charterholder. In 2019, Nicole was named by Citywire as one of the best 30 female fund managers in the world. | ||
| Anne Lester | Managing Director, Senior Portfolio Manager | 2012 | 2016 |
| Biography | Anne Lester is a portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management's Global Investment Management Solutions where she is responsible for advancing the firm's market-leading retirement investment product offering and thought leadership. Ms. Lester has also been responsible for the development of the firm's defined contribution asset allocation strategies including the JPMorgan SmartRetirement target date funds and the firm’s Dynamic Withdrawal strategy. She is also a member of the portfolio management team. Prior to joining the firm in 1992, Anne was awarded a Fulbright Scholarship in 1990 and spent over a year in Tokyo, working for a member of the Japanese Parliament. Previously, she worked for the Senate Governmental Affairs Committee. Anne holds an A.B. in politics from Princeton University and an M.A. in international economics and Japan studies from the Johns Hopkins University School for Advanced International Studies. | ||
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