One Simple Promise
It’s not complicated: your success is our priority — and when you partner with Columbia Threadneedle Investments, you define your success. Whether that’s strengthening client relationships, building new business or delivering investment results, we’re here to help you succeed as trusted financial advisors.
More Than a Conversation
There’s a reason we’re so plugged in to the challenges and opportunities you face. It’s the same thing that powers our work and fosters your success: collaboration. It’s your needs that help shape our products; your business model that drives our advisor support; your clients’ goals that inform our solutions. And it takes more than a conversation to make this happen. It takes a partnership.
The Sum of Our Parts
Two is stronger than one — a fact reinforced in 2015 when Columbia Management and London-based Threadneedle Investments came together as Columbia Threadneedle Investments. By combining our global insight, research capabilities and investment expertise, you and your clients have access to the best of both firms.
- Proprietary research
Conducted on a global scale, we're able to identify opportunities and navigate challenging markets.
- Global insight
With investment teams around the world, our local access provides global insight to investment trends and news.
- Tailored solutions
It's our ability to apply the right balance of expertise, research and risk-aware thinking that allows us to identify appropriate solutions or design new ones.
- Educational resources
From blog posts and fund updates to our Learning Center Hub and client-friendly materials, access resources for both you and your clients.
- Business support
Your dedicated wholesaler partner provides the support you need to grow your business and master market and product knowledge.
Number of countries with office locations spanning North America, Europe, Asia Pacific and the Middle East
Billions of dollars in client assets* under management1
U.S. ranking for largest manager of long-term mutual fund assests2
Total number of funds rated 4 or 5 stars by Morningstar3
1 In U.S. dollars as of June 30, 2016. Source Ameriprise Q2 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle group of companies. Contact us for more current data.
2Source: ICI as of December 31, 2015 for Columbia Management Investment Advisers, LLC.
3The Overall Morningstar Rating is as of March 31, 2016 and for Class Z shares. Out of 101 Z-share Columbia funds rated by Morningstar, 18 funds received a 5-star Overall Rating and 33 funds received a 4-star Overall Rating. Class Z shares are sold at net asset value and have limited eligibility. Columbia Management Investment Distributors, Inc. offers multiple share classes, not all necessarily available through all firms, and the share class ratings may vary. Contact us for details. The Overall Morningstar Rating for a retail mutual fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. For share classes that do not have a 3-, 5- or 10-year actual performance history, the fund’s independent Morningstar Rating metric is then compared against the retail mutual fund universe breakpoints to determine its hypothetical rating.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ used to rank the fund against other funds in the same category. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, without any adjustments for loads (front-end, deferred, or redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star (each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages).
The Morningstar RatingTM is for Class Z shares only; other classes may have different performance characteristics and may have different ratings.
© 2017 Morningstar, Inc. All rights reserved. The Morningstar information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible or any damages or losses arising from any use of this information.