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Columbia Variable Portfolio - Asset Allocation Fund Class 2 (0P00003CJY)
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23/04 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 8.79M
Columbia Variable Portfolio - Asset Allocation Fun
10.130
0.000
0.00%
- Overview
- Profile
- Historical Data
- Holdings
0P00003CJY Overview
On this page you'll find an in-depth profile of Columbia Variable Portfolio - Asset Allocation Fund Class 2. Learn about the key management, total assets, investment strategy and contact information of 0P00003CJY among other information.
Investment Strategy
The investment seeks total return, consisting of current income and long-term capital appreciation. The fund normally invests primarily in shares of mutual funds managed by Columbia Management Investment Advisers, LLC (the Investment Manager) or its affiliates, and may also invest in exchange-traded funds (ETFs) and third party-advised funds, equity securities (including, but not limited to, common stocks and securities convertible into common stocks) and fixed-income securities, including Treasury Inflation Protected Securities (TIPS), and other instruments such as derivatives.
Contact Information
Address
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Phone
+1 8003456611
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Dan Boncarosky | - | 2017 | Now |
| Biography | Daniel Boncarosky is a 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 | Portfolio Manager | 2009 | Now |
| Biography | 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 B. Kutin | Assistant Vice President | 2017 | 2018 |
| Biography | Joshua Kutin is Head of Asset Allocation, North America, and a senior portfolio manager for the Global Asset Allocation Team at Columbia Threadneedle Investments. He is responsible for research across solutions, with a particular focus on global asset allocation and alternatives. Prior to joining Columbia Threadneedle Investments 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 MIT, as well as a masters degree in finance from Princeton University. | ||
| Jeffrey L. Knight | Head | 2013 | 2018 |
| Biography | 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. | ||
| Beth Vanney | Portfolio Manager | 2012 | 2017 |
| Biography | 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 |
| Biography | 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 | 2012 | 2014 |
| Biography | 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. | ||
| Colin Moore | Head | 2008 | 2013 |
| Biography | Colin Moore has been a portfolio manager and the head of active equity for Columbia Management Investment Advisers, LLC since 2002. Mr. Moore also serves as co-manager for Nations Strategic Growth Fund. Mr. Moore may also manage other investment products for both BACAP and Columbia Management. Prior to joining Columbia Management, Mr. Moore was chief investment officer of global/international value equities, portfolio manager, and associate director of research at Putnam Investments from 2000 to 2001. While serving in this role, he personally managed $3 billion, in addition to 29 analysts and five portfolio managers. Prior to joining Putnam in 2000, Mr. Moore was director of research and chief investment officer for Rockefeller & Co. in New York and London from 1991 to 1999. Mr. Moore has been in the investment community since 1980. Mr. Moore attended the London Business School, where he completed their investment management program and is an associate by examination of the U.K. Institute of Investment Management & Research (AIIMR). | ||
| Kent M. Bergene | Vice President | 2010 | 2012 |
| Biography | Bergene is a vice president in charge of mutual fund and certificate products with RiverSource Investments which he joined in 1981. Before that, he was director of variable annuity products with AFFC from 1997 to 2000. | ||
| Kent M. Peterson | Director | 2009 | 2012 |
| Biography | Mr. Peterson joined the Investment Manager in May 2010 when it acquired the long-term asset management business of Columbia Management Group, where he worked as an investment professional since 2006. Mr. Peterson began his investment career in 1999 and earned a B.A. from Cornell University and a Ph.D. from Princeton University. | ||
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