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JPMorgan Investor Growth & Income Fund Class A(ONGIX)

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18.93 +0.08    +0.42%
09/05 - 延遲資料. USD 貨幣 ( 免責聲明 )
種類:  基金
市場:  美國
發行者:  JPMorgan
資產類別:  股票
  • 晨星評級:
  • 總資產: 4.04B
JPMorgan Investor Growth & Income A 18.93 +0.08 +0.42%

ONGIX綜觀

 
你可在本頁找到深入的JPMorgan Investor Growth & Income Fund Class A公司檔案,包括ONGIX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Allocation--50% to 70% Equity

總資產

4.04B

費用

0.55%

基金成立

35409

聯絡資訊

地址 270 Park Avenue
London,NY EC2V 7EN
United Kingdom
電話 1-800-480-4111
傳真 +1 646 534 2254

主要管理層

名稱 主旨 成立於 直至
Luying Wei - 2022 now
自傳 Luying Wei has been an employee of JPMIM or its predecessors since 2003. She is responsible for on-going research related to fixed income, equity and alternative asset class investments for the Fund in addition to implementing tactical investment options.
Anshul Mohan - 2016 now
自傳 Anshul Mohan, executive director, is a portfolio manager on J.P. Morgan Asset Management's Multi-Asset Solutions team based in Columbus. He is a member of the team managing the JPMorgan Investor Funds, a series of multi-asset funds. Anshul focuses on multi-asset strategy and is a member of the Investor Funds Asset Allocation Committee. In his role, he is responsible for asset allocation research, portfolio construction and optimization, and manager due-diligence for the funds. Anshul previously worked as an Investment Specialist in the J.P. Morgan Private Bank in Managed Solutions & Strategy team responsible for investing client assets in multi-assets discretionary portfolios. He joined JPMorgan in 2010 and worked in Asset Management and Investment Bank as a Research Analyst and a Market Strategist before joining the Private Bank. Prior to JPMorgan, Anshul worked at Ernst & Young LLP as a Product Manager. Anshul holds a Bachelor of Engineering degree from Indian Institute of Technology and a Master in Finance degree from Princeton University. He maintains Series 7 license.
Nicholas D’Eramo Executive Director 2014 now
自傳 Nicholas D’Eramo, Executive Director, has been a portfolio manager for J.P. Morgan Investment Management Inc. since 2005 and an employee of J.P. Morgan Investment Management Inc. or one of its predecessors since 1999.
Ove Fladberg - 2010 now
自傳 Ove Fladberg, managing director, is head of the Columbus, OH-based Multi-Asset Solutions investment team, and serves as its Chief Investment Officer within Multi-Asset Solutions, with overall responsibility for the JPMorgan Investor Funds as well as other multi-asset strategies and market-cap weighted equity investment strategies. Ove is the lead portfolio manager for the Investor Funds, a series of multi-asset funds, and a member of the Investor Funds Asset Allocation Committee. As such, he is responsible for asset allocation optimization, portfolio analytics, asset allocation research and manager due diligence for the Funds. In addition to his role as CIO of the Columbus Multi-Asset Solutions Team, Ove also serves as Head of Market Cap Weighted Equity Beta Strategies. Ove previously held various positions within the firm including senior portfolio analyst for the Investment Strategies Team, vice president and wholesaler, and vice president of Personal Financial Services at JPMorgan Chase Bank. Prior to joining the firm in 2003, he was an investment specialist at Charles Schwab & Co. and an investment representative at Edward Jones. Ove earned a Masters of Business and Economics from BI Norwegian School of Management. He maintains Series 7 and 63 licenses.
Michael Loeffler Vice President 2005 now
自傳 Michael Loeffler, Vice President of JPMIA and a CFA charterholder. Mr. Loeffler has been employed by JPMIA since 1999 when he joined as an investment operations analyst.
Pete Klingelhofer Executive Director 2015 2020
自傳 Mr. Klingelhofer formulates asset allocation strategies for the equity funds utilized for each of the Funds. His primary areas of focus entail strategic asset allocation research and equity optimization strategies. He has been a member of the Asset Allocation Committee since June 2015. Mr. Klingelhofer has been an employee of JP Morgan Asset Management since April 2015 as well.
James A. Sexton Vice President, Senior Portfolio Manager 2014 2016
自傳 Mr. Sexton focuses on research and risk management for the Funds; previously he acted as a fixed income liaison to the Columbus Investment Team with respect to asset allocation strategies. An employee of JPMIM or a predecessor firm since 1980, Mr. Sexton is a member of the Asset Allocation Committee and joined the Columbus Investment Team in April 2013. Sexton hold the Chartered Financial Analyst designation.
Bala S. Iyer Managing Director 1996 2014
自傳 Bala S. Iyer is the CIO of the Columbus-based Quantitative Team. An employee since 1995, Bala joined the firm as the director of quantitative research. Currently, he oversees both the research and portfolio management functions within the team. Bala is the lead portfolio manager for the JPMorgan Multi-Cap Market Neutral Fund, Market Expansion Index Fund, and International Equity Index Fund, as well as the four Investor Funds that track various asset allocation models. In addition, his team manages the Large-Cap Enhanced Equity Index, Institutional Market Neutral and Equitized Long/Short Portfolios for high net worth and institutional clients. He is also responsible for strategic and tactical research on various asset allocation models. 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.
Matthew Constancio quantitative analyst/vice President 2004 2008
自傳 Constancio has served as a quantitative analyst. In this capacity, he provides volatility, correlation and strategic allocation recommendations for the Investor Funds and assists in the implementation of the allocation strategy. He has served in various portfolio management capacities since joining JPMorgan Investment Advisors in 1998 and is currently a vice president. Constancio holds the Chartered Financial Analyst designation.
Duane Huff - 2004 2007
自傳 Duane Huff, managing director, is a senior portfolio manager within the Columbus Fixed Income Team. In this role, Duane is responsible for developing new products and managing diversified strategies, such as Core Plus and Inflation Managed Bond. He is a member of several Columbus Fixed Income Committees, including Asset Allocation, Quantitative and Fixed Income Policy, and co-chairs the Diversified Strategies Committee. An employee since 1996, Duane previously served as a portfolio manager within the International Fixed Income Group, overseeing global aggregate and global bond strategies for mutual funds and segregated clients. He has also served as a portfolio manager in the Columbus International Bonds Team, managing non-dollar denominated fixed income portfolios, and within the Liquidity Management Group, servicing institutional accounts. Before this, Duane was a first vice president in taxable fixed income trading at First Chicago NBD. Prior to that, Duane spent 10 years at Alexander Hamilton Life Insurance Company working in a range of areas, including cash management, portfolio management and analysis, asset liability management and interest rate risk management. Duane holds a B.S. in business administration and an M.B.A. in finance from The Ohio State University.
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