Columbia Multi-Sector Municipal Income ETF (MUST) Celebrates Three-Year Milestone
BOSTON | November 9, 2021
Columbia Threadneedle Investments today announced that the Columbia Multi-Sector Municipal Income ETF (NYSE Arca: MUST), an innovative municipal income strategic beta ETF, reached its three-year anniversary on October 11, 2021.
Columbia Threadneedle Investments Confirms Completion of the Acquisition of BMO's EMEA Asset Management Business
LONDON | November 8, 2021
Further to the announcement on 12 April, 2021, Columbia Threadneedle Investments (Columbia Threadneedle), part of Ameriprise Financial (NYSE:AMP), confirms that the acquisition of Bank of Montreal's EMEA asset management business (BMO GAM (EMEA)) has now completed. The acquisition adds £97bn1 ($131bn) assets under management to Columbia Threadneedle to bring total AUM to £530bn2 ($714bn).
Two Columbia Threadneedle Institutional Investment Strategies Recognized for Strong Performance, Innovation and Excellence
BOSTON | October 11, 2021
Columbia Threadneedle Investments today announced that two of its institutional investment strategies were recognized as 2021 Pension Bridge Institutional Asset Management Award winners for strong performance, innovation and excellence in their respective categories.
Columbia Threadneedle Investments Expands Strategic Beta Fixed Income Suite with Launch of Columbia Short Duration Bond ETF (SBND)
BOSTON | September 21, 2021
Columbia Threadneedle Investments today announced the expansion of its strategic beta fixed income exchange-traded fund (ETF) offerings with the launch of Columbia Short Duration Bond ETF (NYSE Arca: SBND), a short-duration bond strategy focused on generating income in four segments of the debt markets. SBND tracks the firm’s proprietary Beta Advantage® Short Term Bond Index, which provides a rules-based approach to investing that is diversified and weighted toward opportunity rather than indebtedness.
Columbia Threadneedle Investments’ Catherine Stienstra Named Bond Manager of the Year by Bonhill Group
BOSTON | September 14, 2021
Columbia Threadneedle Investments today announced that Catherine Stienstra, Head of Municipal Bond Investments and Senior Portfolio Manager, has been recognized as one of the top women in asset management by Bonhill Group as part of its 2021 U.S. Women in Asset Management Awards program.
Columbia Threadneedle to Add to Leadership Team Following Acquisition of BMO's EMEA Asset Management Business
Richard Watts to become Chief Investment Officer, EMEA
Stewart Bennett to become Global Head of Alternatives
David Logan to become Global Chief Operating Officer
LONDON | August 25, 2021
Columbia Threadneedle Investments, a leading global asset manager, will appoint Richard Watts, Stewart Bennett and David Logan to its expanded leadership team following the completion of the acquisition of the BMO Financial Group’s EMEA asset management business, expected in the fourth quarter of this year. Completion of the acquisition and senior leadership appointments remain subject to the receipt of applicable regulatory approvals.
Melda Mergen to Become Global Head of Equities
Planned succession follows appointment of William Davies as Global CIO
BOSTON | July 15, 2021
Columbia Threadneedle Investments today announced that, as part of a planned transition, Melda Mergen, Deputy Global Head of Equities, will succeed William Davies as Global Head of Equities on October 1, 2021. As previously announced, Mr. Davies will assume the role of Global Chief Investment Officer in January 2022 when current Global CIO Colin Moore retires from the firm. Ms. Mergen will continue to report to Mr. Davies when she assumes her new role.
Columbia Threadneedle Announces Planned Global Chief Investment Officer Transition
Colin Moore to retire as Global CIO, William Davies, current EMEA CIO and Global Head of Equities, to assume Global CIO role in January 2022
BOSTON AND LONDON | June 30, 2021
Columbia Threadneedle Investments, a leading global asset manager, today announced the retirement of Colin Moore from Columbia Threadneedle as global chief investment officer after nearly 20 years at the firm. Consistent with the company’s long-standing succession planning, William Davies, currently EMEA CIO and global head of equities, will become global CIO upon Mr. Moore’s retirement in January 2022.
Columbia Threadneedle Investments Gears Up for the 2021 Boston Triathlon as Title Sponsor
Race Returns August 28-29, 2021
BOSTON | June 17, 2021
Columbia Threadneedle Investments, a leading global asset manager, today announced that it will again sponsor Boston’s only triathlon. Now in its 12th year, the Columbia Threadneedle Investments Boston Triathlon is a weekend-long event that will bring together athletes of all ages and abilities to compete in Olympic and sprint distance triathlons. Additional information on the race, including COVID-19 protocols, is available at BostonTri.com.
The Columbia Threadneedle Return to Normal Index Rises to 72% on Improving Activity Data, Increased Vaccinations
The firm’s U.S. index reflects a 6% increase month-over-month led by an uptick in travel, dining out
BOSTON | May 3, 2021
Columbia Threadneedle Investments today announced its Return to Normal Index rose to 72% as of May 1, 2021, reflecting a meaningful rise from 58% at the beginning of the year.
Columbia Adaptive Retirement Series Celebrates Three-Year Milestone
BOSTON | April 20, 2021
Columbia Threadneedle Investments today announced that the Columbia Adaptive Retirement Series, a suite of nine risk-balanced target date funds, has reached its three-year anniversary. The Columbia Adaptive Retirement Series is the only suite of target date funds in the market today that is proactively risk-allocated.
Ameriprise Financial to Acquire BMO’s EMEA Asset Management Business
Strategic acquisition accelerates growth of Columbia Threadneedle Investments in EMEA, significantly broadening client offering
MINNEAPOLIS, BOSTON AND LONDON | April 12, 2021
Ameriprise Financial, Inc. (NYSE: AMP) today announced it has signed a definitive agreement with BMO Financial Group (BMO) to acquire its EMEA asset management business.
Seven Columbia Funds Recognized with Lipper Fund Awards
Fund wins showcase Columbia Threadneedle’s strong and consistent investment performance across fixed income, equity, and multi-asset
BOSTON | March 12, 2021
Seven Columbia funds were recognized as 2021 Lipper Fund Award winners for outperformance versus peers in their respective Lipper classifications for periods ending December 31, 2020.
Columbia Threadneedle Investments Selects Partners for Boston-based FinTech Start-up Accelerator Program
BOSTON | January 21, 2021
Columbia Threadneedle Investments today announced the selection of three innovative fintech start-ups as its partners in 2021’s MassChallenge FinTech accelerator program. By partnering with these firms, Columbia Threadneedle and its parent company, Ameriprise Financial, hope to harness new technologies in the areas of data analysis, data privacy and security, and digital client experiences.