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15.91
+0.14
+0.89%
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Principal LifeTime 2040 Institutional
15.91
+0.14
+0.89%
- כללי
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- ניתוח טכני
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- סקירה
- פרופיל
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- החזקות
PTDIX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Principal LifeTime 2040 Fund Institutional Class. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של PTDIX – וכן מידע נוסף.
פרטי התקשרות
כתובת
430 W 7th St, Ste 219971
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
טלפון
1-800-787-1621
אינטרנט
www.principalfunds.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Scott W. Smith | Portfolio Manager | 2017 | עכשיו |
| ביוגרפיה | Mr. Smith is a research analyst and portfolio manager at Principal Global Investors. He is an analyst within the firm's asset allocation and structured investments group. He also provides research assistance to various business units within Principal Global Investors. He joined the firm in 1999. | ||
| Randy L. Welch | Vice President | 2007 | עכשיו |
| ביוגרפיה | Mr. Welch is a Vice President of Principal Management Corporation. Mr. Welch joined the Principal Financial Group in 1989 and oversees the functions of the Investment Services group, which includes investment manager research, investment consulting, performance analysis, and investment communication. He is also responsible for the due diligence program that monitors investment managers used by the Principal Funds. Mr. Welch is an affiliate member of the Chartered Financial Analysts (CFA) Institute. Mr. Welch earned a B.A. in Business/ Finance from Grand View College and an M.B.A. from Drake University. | ||
| James W. Fennessey | Vice President | 2007 | עכשיו |
| ביוגרפיה | Mr. Fennessey, CFA, Vice President of Principal Management Corporation. Mr. Fennessey joined the Principal Financial Group in 2000. He is the Head of the Manager Research Team that is responsible for analyzing, interpreting and coordinating investment performance data and evaluation of the investment managers under the due diligence program that monitors investment managers used by the Principal Funds and is a member of the Principal Funds Investment Committee. Fennessey earned a B.S. in Business Administration, with an emphasis in Finance, and a minor in Economics from Truman State University. He has earned the right to use the Chartered Financial Analyst designation. | ||
| Matthew D. Annenberg | Managing Director | 2013 | 2018 |
| ביוגרפיה | Matthew Annenberg has been with Principal Global Investors, LLC since 2012. Prior to PGI, he was a managing director at K2 Advisors and at ABM AMRO Bank. He earned a bachelor's degree in Finance from Harvard College. Mr. Annenberg has earned the right to use the Chartered Financial Analyst designation. | ||
| Jeffrey R. Tyler | Portfolio Manager | 2011 | 2018 |
| ביוגרפיה | Mr. Tyler joined Principal in 2011. Prior to that, Mr. Tyler was the Chief Investment Officer at EXOS Partners. From 1988-2009, Mr. Tyler was a Senior Vice President, Senior Portfolio Manager, and Manager of Taxable Fixed Income for American Century. He earned a B.A. in business economics and accounting from the University of California, Santa Barbara and a Master of Management in finance and economics from the J.L. Kellogg Graduate School of Management, Northwestern University. Mr. Tyler has earned the right to use the Chartered Financial Analyst designation. | ||
| Dirk Laschanzky | Portfolio Manager | 2001 | 2014 |
| ביוגרפיה | Dirk Laschanzky, CFA - Portfolio Manager Dirk is a portfolio manager for Multi-Asset Advisors, an investment boutique of Principal Global Investors. He heads the firm's asset allocation group and is a lead manager of the Principal LifeTime Funds, a family of diversified target-date lifecycle investment funds, since their creation in 2001. He joined the firm in 1997. Previously, Dirk was a portfolio manager and analyst for over seven years at AMR Investment Services (now American Beacon Advisors) where he managed short duration fixed income portfolios and was among the team responsible for the management of the American Airlines' pension plans. He also served previously as a financial analyst for American Airlines. Dirk received an MBA and bachelor's degree, both in finance, from the University of Iowa. He has earned the right to use the Chartered Financial Analyst designation. Dirk is a member of the CFA Society of Iowa and the CFA Institute. He is also an adjunct instructor of finance at the University of Iowa graduate business school. Financial Analyst designation. | ||
| David Blake | Executive Director | 2008 | 2013 |
| ביוגרפיה | Blake is the executive director and chief investment officer of fixed income for Principal Global Investors. Prior to joining Principal Global Investors in 2000, he was a senior portfolio manager for Boatmen's Capital Management, a subsidiary of Bank of America, where he began his career in 1989. He has earned the right of the Chartered Financial Analyst designation and is a member of the CFA Institute. | ||
| Tim Dunbar | Executive Director | 2008 | 2011 |
| ביוגרפיה | Dunbar is executive director and head of equities for Principal Global Investors. In this capacity, he oversees the business management and strategic direction of the firm's equity group on a global basis. He joined the firm in 1986 and has held a wide range of investment management roles and has been a member of the Principal Global Investors senior management team for nearly five years. Most recently, he was responsible for overseeing asset management merger and acquisition activities. | ||
| Michael P. Finnegan | Senior Vice President | 2007 | 2011 |
| ביוגרפיה | Mr. Finnegan joined the Principal Financial Group in May of 2001 and leads the Investment Services group. As head of Investment Services, Mr. Finnegan is primarily responsible for developing and implementing Principal’s investment and product development strategies. Prior to joining Principal, Mr. Finnegan worked for Wilshire Associates’ consulting division providing investment consulting and client service to large institutional clients. Mr. Finnegan has earned the right to use the Chartered Financial Analyst designation and is a member of the ICFA and the Iowa Society of Financial Analysts. He received an M.A. in Finance from the University of Iowa and a B.B.A. in Finance from Iowa State University. | ||
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