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.
Number of countries with office locations spanning North America, Europe, Asia Pacific and the Middle East
Billions of dollars in client assets* under management1
Recognized as a top 15 manager of long-term mutual fund assets in the U.S.2
Total number of funds rated 4 or 5 stars by Morningstar3
1 In U.S. dollars as of December 31, 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, 2016 for Columbia Management Investment Advisers, LLC.
3The Overall Morningstar Rating is as of December 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.
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