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Equity Index Fund - B (OGEIX)

Equity Index Fund - B (OGEIX)
 ! This share class currently has a limited offering, please see prospectus for more details on the offering.
Overview Performance and Ratings Holdings and Details Management Dividends and Capital Gains Fees and Expenses Sales Resources
Bala Iyer
Bala Iyer| Managing Director Biography

Bala S. Iyer, Ph.D, CFA, managing director, is the CIO of the Columbus Investment Team that primarily manages asset allocation products. He has been in the investment business since 1987. An employee since 1995, Bala joined the firm as a research director. Currently, he oversees the portfolio management functions within the team. Bala is the lead portfolio manager for the JPMorgan Investor Funds that track various asset allocation models. In addition, his team manages the Alternative Strategies Fund and mid-institutional asset allocation portfolios. He also oversees the management of a few equity strategies such as pure index and large cap enhanced index portfolios. Previously, he served as portfolio manager and analyst at Zaske, Sarafa & Associates and prior to that, as an equity analyst at NBD Bank. Dr. Iyer was also an assistant professor of finance and economics at Albion College in Michigan. Bala obtained a B.S. in commerce at Podar College in India and an M.B.A. in finance and accounting from the Indian Institute of Management. Bala also earned a Ph.D. in money and financial markets from Columbia University. He is a CFA charterholder and member of The CFA Institute, the CFA Society of Columbus, and Chicago Quantitative Alliance.

Education
  • B.S., Commerce, Podar College, India
  • M.B.A., Finance and Accounting, Indian Institute of Management
  • Ph.D., Money and Financial Markets, Columbia University
Experience
  • Industry Experience, 27 Years
  • Firm Experience, 19 Years
  • Fund Experience, 19 Years
Other funds managed by Bala Iyer:
 
Michael Loeffler| Vice President Biography

Michael Loeffler, CFA, vice president, is a member of the Columbus Investment Team. His responsibilities include implementation of the allocation strategy for the Investor Funds and the Alternative Strategies Fund. Michael is also responsible for producing research and reports to support the asset allocation investment process. He is a part of the manager due diligence reviews for the fund selection process. Michael also manages a merger arbitrage strategy that is a part of the Alternative Strategies Fund. Additionally, he serves as portfolio manager of the U.S. Equity Index strategy and assists in the management of the team’s enhanced index strategies. Prior to his employment with the firm, he was a mutual fund accountant at Bisys Fund Services. In 1999, Michael joined the firm as an investment operations analyst where he processed One Group mutual fund trades for trust accounts. In 2000 he joined the current investment team. Michael obtained a B.S. in finance from Ohio University and is a CFA charterholder and a member of the CFA Society of Columbus.

Education
  • B.S., Finance, Ohio University
Experience
  • Industry Experience, 17 Years
  • Firm Experience, 15 Years
  • Fund Experience, 10 Years
Other funds managed by Michael Loeffler:

The price of equity securities may rise or fall because of changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. These price movements may result from factors affecting individual companies, sectors or industries selected for the Fund's portfolio or the securities market as a whole, such as changes in economic or political conditions. Equity securities are subject to "stock market risk," meaning that stock prices in general (or in particular, the prices of the types of securities in which a fund invests) may decline over short or extended periods of time. When the value of a Fund's securities goes down, an investment in a Fund decreases in value.

The Fund attempts to track the performance of the S&P 500 Index. Therefore, securities may be purchased, retained and sold by the Fund at times when an actively managed fund would not do so. If the value of securities that are heavily weighted in the index changes, you can expect a greater risk of loss than would be the case if the Fund were not fully invested in such securities.

The Fund may invest in derivatives that may be riskier than other types of investments because they may be more sensitive to changes in economic or market conditions and could result in losses that significantly exceed the Fund's original investment. Many derivatives create leverage that can cause the Fund to be more volatile than it would be if it had not used derivatives.