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Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 3 Class (0P0000YY50)

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11,510 -0,130 -1,12%

06/09 - Fechado. Moeda em USD ( Declaração de Riscos )

Classificação da Morningstar:
Total de ativos: 12,62M

Tipo: Fundo

Mercado: EUA

Emissor: Columbia

Classe de Ativo: Ações

0P0000YY50 - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Columbia Capital Allocation Moderate Aggressive Portfolio Institutional 3 Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000YY50, entre outras informações.

Categoria

Allocation--50% to 70% Equity

Total de ativos

12,62M

Despesas

0,07%

Data de início

13.06.2013

Informações de Contato

Endereço P.O. Box 8081
Boston,MA 02266-8081
United States

Telefone +1 8003456611

Site www.columbiathreadneedleus.com

Principais Executivos

Nome	Título	Desde	Até
Juno Chen	-	2024	Agora
Biografia	Ms. Chen joined the Investment Manager in 2023. Prior to joining the Investment Manager, she was a global portfolio manager at Dimensional Fund Advisors Pte. Ltd. in Singapore. Ms. Chen began her investment career in 2010 and earned a bachelor of economics degree from Shanghai Jiao Tong University and a Master of Finance degree from M.I.T. Sloan School of Management.
Thomas Nakamura	Analyst	2022	Agora
Biografia	Thomas Nakamura is an analyst on the Global Asset Allocation team for Columbia Threadneedle Investments. In this role he provides portfolio analysis and multi-asset strategy research for the team’s selected strategies. Prior to joining the firm in 2018, he was a research analyst for Fisher Investments covering the United Kingdom. In this role he provided buyside research to portfolio managers on the outlook of the UK’s economy, politics and capital markets. Prior to that he was a quantitative analyst for Fisher Investments and joined the industry in 2011. Mr. Nakamura received a B.A. in Economics with a minor in Statistics from Swarthmore College.
Daniel Boncarosky	Senior Portfolio Manager	2017	Agora
Biografia	Daniel Boncarosky is a senior portfolio manager on the Global Asset Allocation team for Columbia Threadneedle Investments. Mr. Boncarosky joined one of the Columbia Threadneedle Investments legacy firms in 2008. Before joining the Global Asset Allocation team, Mr. Boncarosky was an analyst on the International Bond team. He has been a member of the investment community since 2008. Mr. Boncarosky received a B.S. in Finance and Statistics from the New York University Stern School of Business. In addition, he holds the Chartered Financial Analyst® designation.
Anwiti Bahuguna	Senior Portfolio Manager	2009	2023
Biografia	Anwiti Bahuguna is a senior portfolio manager with the Global Asset Allocation Team at Columbia Threadneedle Investments. She is responsible for asset allocation research and portfolio management of the asset allocation funds and separately managed accounts. Dr. Bahuguna joined one of the Columbia Threadneedle Investments legacy firms in 2002. Previously, Dr. Bahuguna worked at Fleet in its corporate strategy and development group, where she provided investment banking analysis on transactions such as mergers and acquisitions in all types of financial services companies. Prior roles have also involved strategic planning for restructuring and positioning the corporation and its components for growth and expansion. She has been a member of the investment community since 1998. Dr. Bahuguna received a B.S. in economics and mathematics from St. Stephen’s College, Delhi University, and a Ph.D. in economics from Northeastern University.
Joshua Kutin	Portfolio Manager	2017	2018
Biografia	Joshua Kutin is a senior portfolio manager for the Global Asset Allocation team and Head of Asset Allocation, North America at Columbia Threadneedle Investments, with a focus on global asset allocation and alternatives. Prior to joining Columbia Threadneedle in 2015, Mr. Kutin worked at Putnam Investments as a portfolio manager on the Global Asset Allocation Team. He has been a member of the investment community since 1998. Mr. Kutin received a B.S. in Economics and a B.S. in Mathematics with Computer Science from Massachusetts Institute of Technology, as well as an M.S. in finance from Princeton University. In addition, he holds the Chartered Financial Analyst® designation.
Jeffrey L. Knight	Head	2013	2018
Biografia	Mr. Knight joined the firm in February 2013 as Head of Global Asset Allocation. Prior to joining theI company, Mr. Knight was at Putnam Investments from 1993 to 2013, most recently as head of global asset allocation. Mr. Knight began his investment career in 1987 and earned a BA from Colgate University and an MBA from Tuck School of Business.
Toby Nangle	Global Co-Head	2013	2017
Biografia	Toby Nangle joined the company in 2012 and is currently Head of Multi Asset & Head of Global Asset Allocation, EMEA. In this role he is responsible for managing and co-managing a range of multi-asset portfolios, as well as providing strategic and tactical input to the company’s asset allocation process. Before joining the company, Toby worked at Baring Asset Management, initially in the fixed income team and subsequently as Director of the Multi-Asset Group. He holds degrees in History and International Relations from the University of Cambridge.
Beth Vanney	Portfolio Manager	2011	2017
Biografia	Portfolio Manager of Columbia Management Investment Adv LLC.From 1999 until joining Columbia Management in May 2010, Ms. Vanney was associated with Columbia Management Advisors, LLC or its predecessors as an investment professional. Ms. Vanney began her investment career in 1990 and earned a B.S. from the University of Minnesota.
Marie M. Schofield	Managing Director	2009	2017
Biografia	Ms. Schofield joined the Columbia Management Investment Advisers, LLC in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where she worked as an investment professional since 1990. Ms. Schofield began her investment career in 1975 and earned a B.S. from the College of Saint Rose.
Melda Mergen	Senior Portfolio Manager & Director	2011	2014
Biografia	Melda Mergen is Deputy Global Head of Equities for Columbia Threadneedle Investments. In this role she leads the company’s U.S.-based equity investment team capabilities. She is also co-lead portfolio manager on the Columbia Large Cap Core Strategy. Prior to her current role, Ms. Mergen led the Investment Oversight Team from 2004 to April 2014. Before that, Ms. Mergen was a senior equity quantitative research analyst. Ms. Mergen joined one of the Columbia Threadneedle Investments legacy firms in 1999 and has been a member of the investment community since then. Ms. Mergen received a B.A. in economics from Bogazici University and an MBA from the University of Massachusetts at Amherst. She is a member of the Boston Security Analysts Society and the CFA Institute. In addition, she holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations.

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Cotações Recentes

	Nome	Preço	Variação	Var. %
	Columbia Capital .	11,510	-0,130	-1,12%