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This general information pertains to the manager responsible for the day-to-day management of the portfolio(s) available through Pacific Life's variable products and the information presented may not relate specifically to the available portfolio(s). The information is provided by and used with the permission of this manager.
Batterymarch is an equity specialist with a powerful global presence. Founded in 1969, Batterymarch has earned a reputation for innovation in search of opportunity. They were one of the first money managers to harness the power of the computer, using quantitative techniques to apply traditional fundamental principles to equity research and management. Their expertise is global-beginning as a US equity manager, they began investing in non-US developed markets in 1978. In 1987, they became one of the first US-based institutional managers to invest in emerging equity markets. Today they offer a wide selection of core and style products.
Batterymarch is headquartered in Boston, with an affiliated office in London. An SEC-registered investment advisor, they're a wholly owned, independently managed subsidiary of Legg Mason, Inc., one of the country's largest asset management companies.
Their investment process models the time-tested investment disciplines of experienced fundamental investors, within an efficient, systematic structure. This approach integrates the best characteristics of both quantitative and traditional approaches. All of Batterymarch's investment strategies share key attributes: rigorous bottom-up stock selection, integrated risk control and cost-efficient trading. Each strategy is customized to capture the intricacies of specific sectors, markets/regions and asset classes and seeks to add value regardless of the investment environment.
Attributes
- They manage assets across more than 50 markets for institutional and subadvisory clients around the world
- They manage approximately $20.3 billion in total assets for a growing client base in North America, Europe the Middle East and Asia
Portfolios Managed
Pacific Select Fund
Data as of December 31, 2009
Special risks such as currency fluctuations and political changes should be considered when investing in international and emerging markets. Higher volatility and greater risks may be associated with investing in smaller size companies.
Although some portfolios may have names or investment objectives that resemble retail mutual funds managed by the portfolio manager, these portfolios will not have the same underlying holdings or performance as the retail mutual funds.
You should carefully consider a variable life insurance product’s risks, charges, limitations and expenses, as well as the risks, charges, expenses and investment objectives of the underlying investment options. The accompanying product and underlying fund prospectuses contain this and other information about Pacific Life. Read them carefully before investing or sending money.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York, and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each company is solely responsible for the financial obligations accruing under the products it issues, and its product and rider guarantees are backed by that company’s financial strength and claims-paying ability.
Pacific Select Fund portfolios are available only through Pacific Life's variable insurance products.
CWEB-L-NY-8B
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