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2021
 

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 Acorn European Fund Celebrates 10-Year Milestone As Best Fund Among Morningstar Peers
Fund’s Institutional Share Class (CAEZX) is ranked number one out of 50 peers by Morningstar in the Europe Stock category for the 10-year period, ending August 31, 2021

BOSTON | September 8, 2021

Columbia Threadneedle Investments today announced that the Columbia Acorn European Fund has reached its 10-year anniversary. Since its inception, the fund has outpaced its competition and is ranked as the top-performing fund of the decade in Morningstar's Europe Stock category.

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.

Columbia Flexible Capital Income Fund Celebrates 10-Year Milestone

BOSTON | August 4, 2021

Columbia Threadneedle Investments today announced that the Columbia Flexible Capital Income Fund has reached its 10-year anniversary.

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. 

2020

 

Equity Income Strategies Remain Attractive to Financial Advisors Despite Heightened Volatility in 2020
Columbia Threadneedle survey found blue-chip U.S. equities are top pick for increased equity income allocation

BOSTON | December 17, 2020

Financial advisors still find equity income strategies attractive, according to a recent survey conducted by Columbia Threadneedle Investments. Conducted in early November, the survey of 112 financial advisors found that 80% are satisfied or highly satisfied with their current equity income allocations. The majority of advisors surveyed cite portfolio diversification (74%) and total return (70%) as the main drivers of their satisfaction. 

Columbia Threadneedle Investments Recognized with Marketing Accolades

BOSTON | October 13, 2020

Columbia Threadneedle Investments today announced that the firm was recently recognized by the Investment Management Education Alliance (IMEA), the Financial Communications Society (FCS) and Corporate Insight for excellence in marketing communications.

Columbia Threadneedle Announces Fixed Income Leadership Transition
Gene Tannuzzo to succeed Colin Lundgren as Global Head of Fixed Income in 2021

BOSTON | October 1, 2020

Columbia Threadneedle Investments today announced that, as part of a planned retirement and related transition, Gene Tannuzzo, Deputy Global Head of Fixed Income, will succeed Colin Lundgren as Global Head of Fixed Income, effective March 1, 2021.

Columbia Threadneedle Investments Announces New Boston Headquarters
Firm to remain downtown and relocate to Atlantic Wharf starting in 2021

BOSTON | September 29, 2020

Columbia Threadneedle Investments today announced that it has signed a lease for a new headquarters office at Atlantic Wharf in downtown Boston.

Four Columbia Funds Earn Lipper Fund Awards
Columbia Global Technology Growth Fund Recognized Second Year in a Row for Five-Year Outperformance

BOSTON | March 6, 2020

Four Columbia funds were recognized as 2020 Lipper Fund Award winners for outperformance versus peers in their respective Lipper classifications for the periods ending December 31, 2019.

2019

 

Columbia Threadneedle Strategy Recognized with Institutional Asset Management Award
Winning Emerging Markets Strategy Serving the North American Institutional Market Honored for Strong Performance

BOSTON | November 11, 2019

The Columbia Emerging Markets Opportunity Strategy has received a 2019 Institutional Asset Management Award for Emerging Markets Equity Strategy of the Year.

Columbia Threadneedle Investments Recognized For Excellence in Investor and Advisor Communications

BOSTON | October 3, 2019

Columbia Threadneedle Investments won six awards for investor and advisor communications at the 2019 Investment Management Education Alliance (IMEA) STAR Awards, including top overall advisor communications.

Columbia Threadneedle Investments Launches Two New Strategic Beta Equity ETFs
Columbia Research Enhanced Core ETF (RECS) and Columbia Research Enhanced Value ETF (REVS) access firm’s quantitative research

BOSTON | September 25, 2019

Columbia Threadneedle Investments today announced the expansion of its strategic beta exchange-traded fund (ETF) suite, with the launch of Columbia Research Enhanced Core ETF (NYSE Arca: RECS) and Columbia Research Enhanced Value ETF (NYSE Arca: REVS). These strategic beta portfolios offer investors and their advisors access to the firm’s quantitative investment research strength in a cost-efficient manner.

Kelly-Ann Cavagnaro to Join Columbia Threadneedle as Head of Consultant Relations for North America

BOSTON | September 18, 2019

Columbia Threadneedle Investments today announced that Kelly-Ann Cavagnaro is joining the firm as head of consultant relations for the North America Institutional business, reporting to Scott Couto, head of North America. In this role, Ms. Cavagnaro will lead the consultant relations team that develops and maintains relationships with U.S. and global investment consultants. Columbia Threadneedle manages approximately $190 billion1 in institutional assets globally.

Columbia Threadneedle Investments Extends Contract as Manager for South Carolina's Future Scholar 529 Plan

BOSTON | July 17, 2019

Columbia Threadneedle Investments today announced that it has reached an agreement with the South Carolina Office of the State Treasurer to extend its current contract to provide program administration, investment management and distribution services for the state’s Future Scholar 529 College Savings Plan. The new contract, which may extend for up to 10 years, takes effect on October 1, 2019.

Despite Increased Awareness, Financial Advisors Lack Confidence Implementing Strategic Beta in Portfolios

BOSTON | May 9, 2019

Financial advisors’ awareness of strategic beta investing is widespread, but their confidence in implementing it is limited, according to a recent survey by Columbia Threadneedle Investments.

Three Columbia Funds Recognized with Lipper Fund Awards
Winning Funds Across Asset Classes Honored for Consistent Performance and Risk-Adjusted Approach

BOSTON | March 8, 2019

Three Columbia funds have received 2019 Lipper Fund Awards as high-performing mutual funds in their respective Lipper classifications for the period ending December 31, 2018.

Columbia Threadneedle Investments Enhances its Fundamental Research with Proprietary Responsible Investment Ratings
Innovative tool combines ESG and financial stewardship data in single company rating for 5,500 listed equities globally
The firm's investment teams can access the proprietary RI ratings tool through an integrated data framework that supports existing traditional and advanced research tools

BOSTON/LONDON | March 5, 2019

Columbia Threadneedle Investments is adding to its extensive fundamental research effort by launching an innovative responsible investment (RI) ratings tool that combines an assessment of a company’s financial stewardship with a view on how well it manages its Environmental, Social and Governance (ESG) risks. By combining both aspects into a single, forward-looking rating from 1 to 5, the tool reflects Columbia Threadneedle’s belief that prudent management of financial and ESG factors are important to a company’s ability to create long-term, sustainable value. Research conducted by the RI team covering the last five years demonstrates that companies that perform best on financial and ESG factors have the capacity to outperform.

Columbia Threadneedle Investments Commits To Sponsor Boston Triathlon Through 2023
Registration Now Open for Boston’s Only Triathlon - July 27-28, 2019

BOSTON | January 23, 2019

Today, ethos, the mass participation event organization that produces the Boston Triathlon, announced that Columbia Threadneedle Investments, a leading global asset management group, has renewed its title sponsorship of the Boston Triathlon. The new five-year commitment will ensure Columbia Threadneedle Investments naming rights for the event through 2023. The firm became the title sponsor in 2015.

2018

Columbia Threadneedle Investments Licenses ActiveSharesSM Exchange-Traded Fund Structure

BOSTON | October 15, 2018

Columbia Threadneedle Investments today announced that it has entered into an agreement with Precidian Investments LLC ("Precidian") to license Precidian’s ActiveSharesSM methodology.

Columbia Threadneedle Investments Launches First-of-its-Kind Strategic Beta ETF Focused on Municipal Bonds
Columbia Multi-Sector Municipal Income ETF (NYSE Arca: MUST) leverages firm’s strength as active investment manager of municipal bond portfolios

BOSTON | October 10, 2018

Columbia Threadneedle Investments today announced the expansion of its strategic beta exchange-traded fund (ETF) offerings, with the launch of Columbia Multi-Sector Municipal Income ETF (NYSE Arca: MUST). MUST will track the Beta Advantage® Multi-Sector Municipal Bond Index, which has exposure to five sectors of the municipal bond market using a rules-based approach to bond selection. Columbia Threadneedle drew upon its expertise as an experienced active investment manager of municipal bond portfolios to create the strategic beta rules that are the foundation for the construction of the index. MUST’s custom index was designed by Columbia Threadneedle’s municipal fixed-income team and is administered by Bloomberg Index Services Limited.

Columbia Threadneedle Investments Launches Tax Efficient Portfolios

BOSTON | September 17, 2018

Columbia Threadneedle Investments today announced the launch of Columbia Tax Efficient Portfolios (TEP), a suite of equity separately managed account strategies designed to provide investors consistent equity market exposure with an emphasis on tax efficiency. The portfolios are designed for tax-sensitive, high-net-worth investors and aim to deliver pre-tax returns that closely approximate the target benchmark and results, after taxes and investment management fees, that consistently outperform the target benchmark through the strategic use of tax lot accounting.

Columbia Threadneedle Investments Partners with MassChallenge’s New FinTech Accelerator

BOSTON | September 10, 2018

Columbia Threadneedle Investments today announced its participation as a “Challenge Partner” in MassChallenge's new FinTech program. Launched earlier this year, MassChallenge FinTech helps support and grow startups in the financial technology (FinTech) industry. It matches FinTech startups with financial industry leaders such as Columbia Threadneedle to accelerate the development of emerging products and services that have the power to transform financial services.

Financial Advisors Cite Yield, Market Complexity as Top Concerns with Muni Bond Allocation, According to Columbia Threadneedle Survey

BOSTON | September 5, 2018

Columbia Threadneedle Investments today announced the results of a survey of financial advisors that reveals yield and market complexity are top concerns when establishing muni bond exposures for clients.

Columbia Threadneedle Investments Expands Municipal Bond Offerings
Investors now have access to six additional separately managed accounts

BOSTON | April 9, 2018

Columbia Threadneedle Investments today launched six new separately managed account (SMA) strategies for municipal bond investors, drawing on the firm’s 20-plus years of experience in managing tax-exempt fixed income portfolios for high-net-worth investors.

Columbia Threadneedle Investments Launches Columbia Overseas Core Fund
Individual investors now have access to an investment strategy that has been offered institutionally for more than a decade

BOSTON | March 5, 2018

Columbia Threadneedle Investments today announced the launch of the Columbia Overseas Core Fund (COSAX), an international equity fund that seeks long-term capital appreciation through active investments in value and growth equity securities of non-U.S. issuers, including those in emerging markets.

Three Columbia Funds Earn Lipper Fund Awards
Columbia Select Large Cap Value Fund Wins Eighth Lipper Fund Award in Seven Years, a record in its category

BOSTON | February 28, 2018

Three Columbia funds have received 2018 Lipper Fund Awards as high-performing mutual funds in their respective Lipper classifications for the period ending December 31, 2017.

Columbia Threadneedle Investments to Sponsor 10th Annual Boston Triathlon
Events scheduled for July 21-22, 2018

BOSTON | February 14, 2018

Columbia Threadneedle Investments is proud to continue its title sponsorship of the Columbia Threadneedle Investments Boston Triathlon. The 2018 event expects to attract more than 2,000 participants to the South Boston waterfront for two days of races.

Scott E. Couto Joins Columbia Threadneedle as Head of North America

BOSTON | February 5, 2018

Columbia Threadneedle Investments today announced that Scott E. Couto is joining the firm as head of North America, reporting to William F. “Ted” Truscott, chief executive officer. In this new role, Mr. Couto will oversee U.S. Intermediary Distribution, Product and Marketing. Columbia Threadneedle is a top 15 manager of long term mutual funds in the U.S. and manages $351 billion in the region.

Columbia Threadneedle Survey Shows Investors Still Bullish on Emerging Markets Even after 2017’s Stellar Returns

BOSTON | January 22, 2018

A Columbia Threadneedle Investments poll of investment managers and financial advisors reveals a positive investor outlook for emerging markets (EM) even after the asset class was one of the best performing in 2017. This year, 57 percent of respondents were optimistic on EM, compared to 45 percent one year ago.

2017

 

Columbia Threadneedle Investments Honored For Top Advisor Communications

BOSTON | November 2, 2017

Columbia Threadneedle Investments received the top award for overall advisor communications among large fund firms at the 2017 Mutual Fund Education Alliance STAR Awards. Judged by industry marketing professionals, the annual STAR Awards are designed to honor the fund industry's efforts to communicate with and market to investors in ways that support shareholders and investment goals.

Columbia Threadneedle Investments Completes Acquisition of Lionstone Investments

BOSTON | November 1, 2017

Columbia Threadneedle Investments (“Columbia Threadneedle”) today announced that Columbia Management Investment Advisers, LLC has completed its acquisition of Lionstone Partners, Ltd., a leading national real estate investment firm (“Lionstone Investments”). Lionstone specializes in investment strategies based upon proprietary analytics and manages approximately $6 billion in assets.1

Columbia Threadneedle Investments Launches Columbia Adaptive Retirement Series

BOSTON | October 25, 2017

Columbia Threadneedle Investments today announced the launch of an innovative new target date solution for the retirement marketplace, the Columbia Adaptive Retirement Series. Based on the firm’s proprietary Adaptive Risk Allocation methodology, the solution aims to provide investors with capital appreciation and current income consistent with the target retirement year while smoothing the ride through volatile markets.

Columbia Threadneedle Investments Launches Columbia Diversified Fixed Income Allocation ETF (DIAL)

BOSTON | October 12, 2017

Columbia Threadneedle Investments today announced the expansion of its strategic beta ETF offerings, with the launch of Columbia Diversified Fixed Income Allocation ETF (NYSE Arca: DIAL). DIAL will track the Beta Advantage® Multi-Sector Bond Index, which provides a rules-based approach to investing in six fixed income sectors.

Columbia Threadneedle Investments Launches U.S. Television Advertising Campaign

BOSTON | Sept 25, 2017

Columbia Threadneedle Investments has added television as part of its ongoing U.S. advertising campaign. The campaign highlights the benefits of the consistent and collaborative approach that Columbia Threadneedle brings to investing. Building upon a print and digital campaign that began running earlier this year, the new TV spots will promote the belief that consistency is a key driver of investment success.

Colin Lundgren Appointed Global Head of Fixed Income

BOSTON/LONDON | September 21, 2017

Columbia Threadneedle Investments (Columbia Threadneedle) today announces the appointment of Colin Lundgren as Global Head of Fixed Income. Mr. Lundgren is currently Deputy Global Head of Fixed Income and has been with the company for 31 years. Mr. Lundgren will report to Colin Moore, Global Chief Investment Officer.

Columbia Threadneedle Investments to Acquire Lionstone Investments

BOSTON | September 20, 2017

Columbia Threadneedle Investments today announced an agreement for Columbia Management Investment Advisers, LLC to acquire Lionstone Partners, Ltd., a leading national real estate investment firm based in Houston.

Columbia Threadneedle Investments to Sponsor Boston’s Only Triathlon for Second Year

BOSTON | May 30, 2017

Columbia Threadneedle Investments is proud to announce its title sponsorship of the Columbia Threadneedle Investments Boston Triathlon. This is the second year the Boston-based asset management firm has been a partner of this community event, which is expected to attract more than 1,500 participants.

Five Columbia Funds Earn Lipper Fund Awards

BOSTON | March 27, 2017

Five Columbia funds -- Absolute Return Currency & Income Fund, AMT-Free California Intermediate Muni Bond Fund, Global Dividend Opportunity Fund, Greater China Fund and Select Large-Cap Value Fund -- have received 2017 Lipper Fund Awards as top-performing mutual funds in their respective Lipper classifications for the period ending December 31, 2016.

Columbia Threadneedle Investments Launches New Global Advertising Campaign

BOSTON | March 6, 2017

Columbia Threadneedle Investments today launched a new global advertising campaign created to highlight the benefits of its consistent and collaborative approach to investing. The campaign features print and digital ads that will run across North America, Europe and Asia-Pacific and promote its belief in consistency to drive investment success.

Investors Upgrade EM Outlook from One Year Ago, Columbia Threadneedle Survey Finds

BOSTON | February 7, 2017

Investors have boosted their sentiment towards emerging markets (EM) since this time last year, according to the Columbia Threadneedle Investments Emerging Market Investor Sentiment Survey released today.

2016

 

Columbia Threadneedle Investments Completes Acquisition of Emerging Global Advisors

BOSTON | September 1, 2016

Columbia Threadneedle Investments today announced that Columbia Management Investment Advisers, LLC has completed its acquisition of Emerging Global Advisors, LLC (EGA), a New York-based registered investment adviser and a leading provider of strategic beta emerging market portfolios. Terms of the acquisition were not disclosed.

Columbia Threadneedle Investments Congratulates Gwen Jorgensen on Winning Olympic Gold

BOSTON | August 25, 2016

Columbia Threadneedle Investments congratulates two-time triathlon world champion Gwen Jorgensen on her gold medal performance in Rio. Following her success, Columbia Threadneedle and Jorgensen will donate her custom-painted, Columbia Threadneedle branded, Specialized bike to the Dare2tri paratriathlete charity auction on September 30, 2016 in Chicago.

Disclosures

Current and future holdings are subject to risk.

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