Columbia Threadneedle Investments Exposure to Puerto Rico, March 31, 2015
BOSTON | April 16, 2015
The following table illustrates Columbia Threadneedle Investments mutual fund exposure to Puerto Rico issuers — including GO debt and issuers that do not directly rely on Commonwealth General Fund support to pay debt service. While we acknowledge that there is an elevated degree of economic and political linkage between all credits issued on the Island, consideration should be given to the structural and legal separation of some credits.
Five Columbia Funds Earn Lipper Fund Awards
BOSTON | April 1, 2015
Five Columbia funds have received 2015 Lipper Fund Awards as top-performing mutual funds in their respective Lipper classifications for the period ending December 31, 2014.
New Columbia Threadneedle Investments Brand Unveiled
BOSTON | March 30, 2015
Columbia Management has today launched its new brand: Columbia Threadneedle Investments. A new logo and visual identity are also unveiled, along with a new brand positioning, which is focused on the client: Your success. Our priority.
Columbia Contrarian Core Fund Morningstar Analysis
BOSTON | March 12, 2015
Morningstar released an analysis of Columbia Contrarian Core Fund that describes the fund’s investment process across varied market cycles.
Columbia Management Launches Adaptive Alternatives Fund in Collaboration with Blackstone
BOSTON | January 28, 2015
Columbia Management today announced the launch of a liquid alternative mutual fund, the Columbia Adaptive Alternatives Fund (CLAAX). The fund provides retail investors access to a diverse portfolio of alternative investments through collaboration between Columbia Management and Blackstone Alternative Investment Advisers LLC.
Barron’s – 6 Top Dividend-Paying Stocks, Including Apple, JPMorgan, ExxonMobil
BOSTON | January 20, 2015
Barron’s recently published an interview with Scott Davis, PM for Columbia Dividend Income Fund, discussing his approach to finding dividend-paying stocks.
Columbia Management Announces Strategic Rebrand In Conjunction With UK Affiliate Threadneedle Investments
BOSTON | January 12, 2015
Columbia Management announced that it will rebrand its business as Columbia Threadneedle Investments in the first half of 2015. The new global brand will represent the combined capabilities, resources and reach of Columbia and UK-based Threadneedle Investments, offering clients access to the best of both firms and positioning the asset management group for a greater share of global growth.
Columbia Management Honored with Chief Investment Officer Award for Columbia Adaptive Risk Allocation Fund
BOSTON | December 23, 2014
Chief Investment Officer (CIO) magazine recently presented Columbia Management with an Industry Innovation Award for the Columbia Adaptive Risk Allocation (CARA) strategy, developed by Jeffrey Knight, Global Head of Investment Solutions and Asset Allocation, and his team. The award, in the Risk-Balanced/Long-Term Beta Strategies category (which includes risk parity products), was received at the 2014 CIO Industry Innovation Awards Dinner in New York City on December 8, 2014.
Barron's -Outlook 2015: Stick With the Bull
BOSTON | December 15, 2014
Jeff Knight, Global Head of Investment Solutions and Asset Allocation, provided his outlook for 2015 in Barron's annual strategists survey.
Columbia Management Announces Strategic Initiative with Blackstone Alternative Asset Management
BOSTON | November 18, 2014
Columbia Management today announced that it has signed a Letter of Intent with Blackstone Alternative Asset Management ("BAAM") to research and develop investment solutions that leverage its asset management capabilities and the skill of Blackstone's hedge fund solutions business.
Investor's Business Daily - Facebook, Tesla: Why a Top Mutual Fund Likes Them
Boston | November 6, 2014
Investor's Business Daily recently published an article highlighting Columbia Select Large Cap Growth Fund's investment approach and performance.
Columbia Dividend Income Fund Morningstar Analysis
BOSTON | September 23, 2014
Morningstar released an analysis of Columbia Dividend Income Fund that describes the investment team's approach to selecting dividend-paying companies.
Columbia Management Hires Industry Veteran Joseph Kringdon To Lead Intermediary Distribution
BOSTON | August 18, 2014
Columbia Management announced today that Joseph D. Krindgon has joined the firm as Managing Director, Head of Intermediary Distribution, based in Boston. Mr. Kringdon leads intermediary distribution across all channels and reports directly to Ted Truscott, CEO – Global Asset Management. In addition, he serves on Columbia’s Senior Leadership Team.
Columbia Management Hires Investment Veteran William Landes as Deputy Head of Global Investment Solutions
BOSTON | June 30, 2014
Columbia Management announced today that veteran investment professional William Landes, Ph.D. has joined the firm in a new position as Deputy Head of Global Investment Solutions. Dr. Landes will serve in a dual role, setting the strategic direction for Columbia's multi-asset business, including product development and client solutions, as well as working with the Investment Solutions team to deliver investment strategies to meet client goals.
Columbia Management to Partner with ITU World Triathlon Chicago
CHICAGO | May 15, 2014
Columbia Management, one of the nation’s largest asset managers, today announced a partnership with International Triathlon Union (ITU) World Triathlon Chicago that designates the firm as the financial services sponsor of the ITU World Triathlon Series event in Chicago. This year's event takes place June 27-29.
Columbia Management Launches Mortgage Opportunities Fund
BOSTON | April 30, 2014
Columbia Management today announced the launch of the Columbia Mortgage Opportunities Fund (CLMZX), an open-end fund which will invest across a full range of mortgage-related and other structured securities. The fund is managed by Jason Callan, head of structured assets and Tom Heuer, portfolio manager for structured assets.
Columbia Management Earns Two Lipper Fund Awards
BOSTON | March 21, 2014
Two Columbia Management funds have received 2014 Lipper Fund Awards as top-performing mutual funds in their respective Lipper categories as of December 31, 2013.
Columbia Management Launches Diversified Real Return Fund
BOSTON | March 17, 2014
Columbia Management today announced the launch of the Columbia Diversified Real Return Fund (CDRAX), an open-end fund designed to offer investors inflation protection through a diversified portfolio of inflation hedging and other assets. The fund is managed by Orhan Imer, Ph.D, CFA, and Jeffrey Knight, CFA.
Columbia Wanger Asset Management Announces Succession Plans
CHICAGO | November 1, 2013
Columbia Wanger Asset Management, a subsidiary of Columbia Management, announced today that effective April 1, 2014, the firm would implement succession plans.
Columbia Management Holds No Detroit Go Debt
BOSTON | July 23, 2013
The city of Detroit, Michigan filed for Chapter 9 bankruptcy protection on July 18th.
Columbia Management mutual funds do not hold any Detroit General Obligation (GO) debt or any other debt paid from the city's General Fund. Such securities appear to be put at greatest risk by the city's bankruptcy filing.
Columbia Management Receives Five Lipper Fund Awards
BOSTON | March 18, 2013
Columbia Management earned five 2013 Lipper Fund Awards as top-performing mutual funds in their respective Lipper categories as of December 31, 2012.
Columbia Management Taps Industry Veteran Jeffrey Knight to Lead Global Asset Allocation Team
BOSTON | February 11, 2013
Columbia Management announced today that veteran portfolio manager Jeffrey L. Knight, CFA has joined the firm in a new position as Head of Global Asset Allocation.
Columbia Management earns prestigious honors from MFEA
BOSTON | November 1, 2012
Columbia Management received a top honor from the Mutual Fund Education Alliance (MFEA) at its annual STAR Awards.
Columbia Management expands college savings plan investment lineup
BOSTON | October 1, 2012
Columbia Management today announced the launch of its new Future Scholar 529 College Savings Plan featuring more investment options, reduced fees and lower investment minimums.
Columbia Management Hires Zach Pandl as Senior Interest Rate Strategist
BOSTON | July 30, 2012
Columbia Management today announced the appointment of Zach Pandl as Senior Interest Rate Strategist, a newly-created position at the firm.
Columbia Management Earns Five Lipper Awards
BOSTON | March 9, 2012
Five Columbia Management funds have received 2012 Lipper Fund Awards as top-performing mutual funds in their respective Lipper categories as of December 31, 2011.
Columbia Management Launches Social Media Program
BOSTON | January 12, 2012
Columbia Management has launched a social media program designed to help advisors better communicate with clients and prospects. Three social media outlets now feature easy-to-share news and insights in the form of blog entries, tweets and videos.
Columbia Management Launches Emerging Market and European Funds
BOSTON | August 22, 2011
Columbia Management today announced the launch of two international equity funds:
Columbia Acorn Emerging Markets Fund (CAGAX) and Columbia Acorn
European Fund (CAEAX). The open-end mutual funds invest in companies
with market caps under $5 billion. They are managed by Columbia Wanger Asset Management,
which also manages Columbia Acorn International Fund (LAIAX) and Columbia Acorn
International Select Fund (LAFAX).
Columbia Management Launches Flexible Capital Income Fund
BOSTON | August 1, 2011
Columbia Management today announced the launch of the Columbia Flexible Capital
Income Fund (CFIAX), which seeks to provide income generation and capital appreciation.
The fund's experienced management team takes an innovative approach to income investing
by exploring asset classes not found in traditional balanced funds.
Management To Enter Active ETF Market
BOSTON | April 15, 2011
Columbia Management Investment Advisers, LLC, today announced an agreement to acquire
Grail Advisors, LLC, a registered investment adviser that offers actively managed
exchange-traded funds (ETFs). The deal will provide Columbia Management with active
ETF capabilities, adding to its broad product line-up. Active ETFs combine the potential
benefits of traditional ETF investing with active portfolio management.
Columbia Management Launches Absolute Return Funds
BOSTON | April 4, 2011
Columbia Management today announced the launch of two open-end mutual funds: The
Columbia Absolute Return Multi-Strategy Fund (CMSAX) and the Columbia Absolute Return
Enhanced Multi-Strategy Fund (CEMAX). The funds employ multiple strategies designed
to help reduce overall portfolio volatility and generate positive (absolute) returns.
Management Earns Seven Lipper Fund Awards
BOSTON | March 24, 2011
Seven Columbia Management funds have received 2011 Lipper Fund Awards as top-performing
mutual funds in their respective Lipper categories as of December 31, 2010.
Current and future holdings are subject to risk.