10/31/2024 | Press release | Distributed by Public on 10/31/2024 13:16
Current Portfolio Name
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New Portfolio Name
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AST J.P. Morgan Global Thematic Portfolio
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AST J.P. Morgan Moderate Multi-Asset Portfolio
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AST J.P. Morgan Tactical Preservation Portfolio
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AST J.P. Morgan Conservative Multi-Asset Portfolio
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AST T. Rowe Price Growth Opportunities Portfolio
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AST J.P. Morgan Aggressive Multi-Asset Portfolio
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Effective Date
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Portfolio Name
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Subadvisor Removal
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Subadvisor Addition
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11/14/24
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AST J.P. Morgan Aggressive Multi-Asset Portfolio (formerly AST T. Rowe Price Growth Opportunities Portfolio)
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T. Rowe Price Associates, Inc.
T. Rowe Price International Ltd
T. Rowe Price Hong Kong Limited
T. Rowe Price Japan, Inc.
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J.P. Morgan Investment Management Inc.
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12/09/24
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AST Academic Strategies Asset Allocation Portfolio
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Massachusetts Financial Services Company
Wellington Management Company LLP
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Putnam Investment Management LLC
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12/09/24
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AST Advanced Strategies Portfolio
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LSV Asset Management
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Putnam Investment Management LLC
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12/09/24
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AST Capital Growth Asset Allocation Portfolio
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Massachusetts Financial Services Company
Wellington Management Company LLP
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Putnam Investment Management LLC
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12/09/24
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AST Preservation Asset Allocation Portfolio
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Massachusetts Financial Services Company
Wellington Management Company LLP
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Putnam Investment Management LLC
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Portfolio Name
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Current Expenses
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AST J.P. Morgan Aggressive Multi-Asset Portfolio (formerly AST T. Rowe Price Growth Opportunities Portfolio)♦
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0.96%
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AST J.P. Morgan Conservative Multi-Asset Portfolio (formerly AST J.P. Morgan Tactical Preservation Portfolio)♦
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0.92%
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AST J.P. Morgan Moderate Multi-Asset Portfolio (formerly AST J.P. Morgan Global Thematic Portfolio)♦
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0.97%
|
Effective Date
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Target Portfolio
|
Acquiring Portfolio
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12/09/24
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AST T. Rowe Price Asset Allocation Portfolio
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AST Balanced Asset Allocation Portfolio
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12/16/24
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AST Mid-Cap Growth Portfolio
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AST Large-Cap Growth Portfolio
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12/16/24
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AST Mid-Cap Value Portfolio
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AST Large-Cap Value Portfolio
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12/16/24
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AST Small-Cap Value Portfolio
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AST Small-Cap Growth Portfolio
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01/13/25
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AST Emerging Markets Equity Portfolio
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AST International Equity Portfolio
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01/27/25
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AST ClearBridge Dividend Growth Portfolio
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AST Large-Cap Core Portfolio
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AST Cohen & Steers Realty Portfolio
|
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AST MFS Global Equity Portfolio
|
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AST T. Rowe Price Natural Resources Portfolio
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02/10/25
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AST Global Bond Portfolio
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AST Core Fixed Income Portfolio
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AST High Yield Portfolio
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Current Portfolio Name
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New Portfolio Name
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AST Small-Cap Growth Portfolio
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AST Small-Cap Equity Portfolio
|
AST Large-Cap Core Portfolio
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AST Large-Cap Equity Portfolio
|
Portfolio Name
|
Subadvisor Removal
|
Subadvisor Addition
|
AST Balanced Asset Allocation Portfolio
|
Massachusetts Financial Services Company
Wellington Management Company LLP
|
Putnam Investment Management LLC
|
AST Large-Cap Growth Portfolio
|
Massachusetts Financial Services Company
|
J.P. Morgan Investment Management Inc.
Putnam Investment Management LLC
|
AST Large-Cap Value Portfolio
|
Massachusetts Financial Services Company
T. Rowe Price Associates, Inc.
Wellington Management Company LLP
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ClearBridge Investments, LLC
Dimensional Fund Advisors LP
J.P. Morgan Investment Management Inc.
Putnam Investment Management LLC
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AST Small-Cap Equity Portfolio (formerly AST Small-Cap Growth Portfolio)
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Emerald Mutual Fund Advisers Trust
Massachusetts Financial Services Company
UBS Asset Management (Americas) LLC
Victory Capital Management Inc.
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Boston Partners Global Investors, Inc.
Dimensional Fund Advisors LP
Hotchkis and Wiley Capital Management, LLC
TimesSquare Capital Management, LLC
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AST International Equity Portfolio
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LSV Asset Management
|
Putnam Investment Management LLC
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AST Large-Cap Equity Portfolio (formerly AST Large-Cap Core Portfolio)
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Massachusetts Financial Services Company
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ClearBridge Investments, LLC
Dimensional Fund Advisors LP
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