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Investor Balanced Fund - A (OGIAX)

Investor Balanced Fund - A (OGIAX)
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, 18 Years
Other funds managed by Bala Iyer:
 
Ove Fladberg| Executive Director Biography

Ove Fladberg, executive director, is a research analyst and portfolio manager on the Columbus Investment Team. An employee since 2003, Ove is a member of the Asset Allocation Committee and works on asset allocation optimization, portfolio analytics, asset allocation research and manager due diligence for the Investor Funds and the Alternative Strategies Fund. Ove also interfaces with clients on portfolio positioning, performance and attribution. Ove has previously held various positions within the firm including senior portfolio analyst for the Investment Strategies Team, vice president and sales wholesaler, and vice president of Personal Financial Services at JPMorgan Chase Bank. Prior to joining the firm, he was an investment specialist at Charles Schwab & Co. and an investment representative at Edward Jones. Ove obtained a Masters of Business and Economics from BI Norwegian School of Management and holds NASD Series 7 and 63 licenses.

Experience
  • Industry Experience, 15 Years
  • Firm Experience, 11 Years
  • Fund Experience, 4 Years
Other funds managed by Ove Fladberg:
 
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, 9 Years
Other funds managed by Michael Loeffler:
 
James Sexton| Managing Director Biography

James Sexton, CFA, is a member of the Global Fixed Income Division. An employee since 1980, Jim is a member of the Fixed Income Management Committee, the Global Cash Investment Policy Committee, the Fixed Income Policy Committee, and the Asset Allocation Committee, and has been a member of the Fund Portfolio Management Team since December 2006. Jim has held various analyst, risk management, portfolio management, and business management roles within the firm. Prior to joining the firm, Jim was employed as an auditor.

Education
  • B.S., Accounting and M.B.A., Finance, Arizona State University
Experience
  • Industry Experience, 34 Years
  • Firm Experience, 34 Years
  • Fund Experience, less than 1 year
Other funds managed by James Sexton:
 
Nicholas D'Eramo| Vice President Biography

Nicholas W. D'Eramo, vice president, is a member of the Columbus Investment Team. Nick is a portfolio manager for the JPMorgan Alternative Strategies Fund, manages the mid-institutional asset allocation portfolios, and assists with the management of the JPM Investor Funds.  His responsibilities include portfolio implementation and special research projects across the multi-asset space. Other responsibilities include being the lead analyst for International research, as well as, monitoring and communicating domestic and international monthly economic data and trends.  An employee since 1999, Nicholas has held various positions within the firm including portfolio manager for the JPM International Equity Index Fund, equity trader for Bank One Investment Advisors, and a senior employee benefits reporting analyst in the Banc One Investment Management Group.  Prior to joining the firm, he was a senior mutual fund accountant at BISYS Mutual Fund Services. He holds a B.A. in finance from the University of Toledo, and a Masters in financial economics from Ohio University.

Education
  • B.A., Finance, University of Toledo
Experience
  • Industry Experience, 17 Years
  • Firm Experience, 14 Years
  • Fund Experience, less than 1 year
Other funds managed by Nicholas D'Eramo:

Certain underlying funds may invest in foreign/emerging market securities, small capitalization securities and/or high-yield fixed income instruments. There may be unique risks associated with investing in these types of securities. International investing involves increased risk and volatility due to possibilities of currency exchange rate volatility, political, social or economic instability, foreign taxation and differences in auditing and other financial standards. The Fund may invest a portion of its securities in small-cap stocks. Small-capitalization funds typically carry more risk than stock funds investing in well-established "blue-chip" companies since smaller companies generally have a higher risk of failure. Historically, smaller companies' stock has experienced a greater degree of market volatility than the average stock. The Fund may invest in securities that are below investment grade (i.e., "high yield" or "junk bonds") that are generally rated in the fifth or lower rating categories of Standard & Poor's and Moody's Investors Service. Although these securities tend to provide higher yields than higher-rated securities, there is a greater risk that the Fund's share price will decline.

There may be additional fees or expenses associated with investing in a Fund of Funds strategy.

Asset allocation/diversification does not guarantee investment returns and does not eliminate the risk of loss.