Vanguard Lifetime Income Program - Conservative Allocation Portfolio
Vanguard Equity Investment Group
Launched in 1975, The Vanguard Group, Malvern, Pennsylvania, is among the world’s largest equity and fixed income managers. As chief investment officer and managing director, Mortimer J. Buckley oversees Vanguard’s Equity Investment and Fixed Income Groups. Joseph Brennan, CFA, Principal of Vanguard and global head of Vanguard’s Equity Index Group, has oversight responsibility for all equity index funds managed by the Equity Investment Group. John Ameriks, Ph.D., Principal of Vanguard and head of Vanguard’s Quantitative Equity Group, has oversight responsibility for all active equity funds managed by the Equity Investment Group. The Equity Investment Group manages indexed and structured equity portfolios covering U.S. and international markets. It has developed sophisticated portfolio construction methodologies and efficient trading strategies that seek to deliver returns that are highly correlated with target portfolio benchmarks. The group has advised Conservative Allocation Fund since 2012.
Investment Manager Biography
Duane F. Kelly, Principal