Saaj Nomoto

Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.

PIM is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. PIM research is focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities.

NAM is an active manager which generally invests client assets in Japanese equity securities through a bottom-up approach based on research and analysis by analysts and valuations that aims to create portfolios that the firm believes will outperform the Japanese equity market (TOPIX). The firm employs the following investment strategies: Equity, Fixed Income and Multi-Asset. They adopt a team-oriented investment approach for their equity strategy whereby portfolio managers and analysts can exchange opinions and have sufficient in-depth discussions about investment opportunities in order to capture superior medium- to long-term investment return. The firm offers a broad range of fixed-income products with a wide variety of investment targets and strategies such as Japanese government bonds, credits, futures, and foreign fixed-income bonds with currency hedges.

Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.

Provides banking services

Functions as a College/University

CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).