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Vanguard Lifetime Income Program - Moderate Allocation Portfolio

Vanguard Equity Index Group

Firm Description

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 Index, Quantitative Equity, and Fixed Income Groups. Joseph Brennan, CFA, Principal and global head of Vanguard's Equity Index Group, is responsible for all equity index funds. The Equity Index Group manages indexed 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 Vanguard Lifetime Income Program Moderate Allocation Fund since 2012.

Investment Manager Biography

Duane F. Kelly, Principal

  • Portfolio manager.
  • Advised the portfolio since 2012.
  • Worked in investment management since 1989.
  • B.S., La Salle University.