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Fidelity Clearpath 2020 Portfolio Series B (0P000076H3)
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15,881
-0,030
-0,20%
13/11 - Zamknięty. Wartość w CAD
- Ocena firmy Morningstar:
- Aktywa ogółem: 555,99M
Fidelity ClearPath 2020 Portfolio Series B
15,881
-0,030
-0,20%
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Przegląd 0P000076H3
Na tej stronie znajdziesz szczegółowy profil Fidelity Clearpath 2020 Portfolio Series B. Uzyskaj informacje m.in. o kluczowych członkach kierownictwa, sumie aktywów, strategii inwestycyjnej i danych kontaktowych 0P000076H3.
Informacje kontaktowe
Adres
Suite 300
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Telefon
416 307 5200
Fax
416 307 5253
Internet
www.fidelity.ca
Kierownictwo najwyższego szczebla
| Nazwa | Tytuł | Od | Do |
|---|---|---|---|
| Andrew J Dierdorf | Portfolio Manager | 2022 | Teraz |
| Biografia | Andrew Dierdorf is co-manager of each fund, which he has managed since October 2009 (other than Fidelity Freedom® Index 2055 Fund, Fidelity Freedom® Index 2060 Fund, and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2055 Fund since June 2011, Fidelity Freedom® Index 2060 Fund since August 2014, and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2004, Mr. Dierdorf has worked as a portfolio manager. | ||
| Brett F. Sumsion | Portfolio Manager | 2022 | Teraz |
| Biografia | Brett Sumsion is co-manager of each fund, which he has managed since January 2014 (other than Fidelity Freedom® Index 2060 Fund and Fidelity Freedom® Index 2065 Fund). He has managed Fidelity Freedom® Index 2060 Fund since August 2014 and Fidelity Freedom® Index 2065 Fund since June 2019. He also manages other funds. Since joining Fidelity Investments in 2014, Mr. Sumsion has worked as a portfolio manager. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder. | ||
| Bruno Weinberg Crocco | Portfolio Manager | 2022 | Teraz |
| Biografia | Bruno Weinberg Crocco is a co-manager of the fund, which he has co-managed since February 2022. He also manages other funds. Since joining Fidelity Investments in 2010, Mr. Crocco has worked as a research analyst and portfolio manager. | ||
| Mariana Egan | Portfolio Manager | 2008 | 2015 |
| Biografia | Mariana Egan is a portfolio manager at Fidelity Investments. In this role, she manages lifecycle and other asset allocation investments vehicles for institutional investors. Prior to joining Fidelity in 2007, Mariana was a portfolio manager in the Asset Allocation group at Barclays Global Investors. Mariana earned a Master’s degree in Business Administration from the University of California at Berkeley. She is a Chartered Financial Analyst charterholder. | ||
| Christopher Sharpe | Portfolio Manager | 2012 | 2014 |
| Biografia | Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed. | ||
| Mark A. Friebel | Other Executives | 2007 | 2012 |
| Biografia | Mark A. Friebel is senior vice president and head of Asset Allocation for Pyramis Global Advisors, a Fidelity Investments company. Prior to joining Pyramis, he was the head of the asset allocation and product strategy group at Barclay's Global Investors in San Francisco. Mr. Friebel received a Bachelor of Science degree in Political Science from Santa Clara University and a master's degree in Business Administration from Thunderbird, the Garvin School of International Management. | ||
| Christopher Sharpe | Portfolio Manager | 2005 | 2007 |
| Biografia | Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed. | ||
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