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Global Investment Solutions

Client needs drive our Global Investment Solutions effort. The process starts with a commitment to understanding the client's business, the outcomes they are trying to achieve and their unique challenges. We take a consultative approach to identify a client's investment requirements and then design a customized investment solution. Our open architecture approach offers clients access to a wide range of global capabilities as well as external managers carefully selected by our solutions team.

Columbia Threadneedle Investments partners with clients to understand their business, and help address their challenges. We manage portfolios tailored to specific client needs and desired outcomes.

Global Investment Capabilities

An open architecture approach that accesses broad capital markets and asset management capabilities as core building blocks

  • Equities
  • Fixed Income
  • Global Asset Allocation
  • Liquid Alternatives including Hedge Funds
  • Illiquid Alternatives including Real Estate and Infrastructure
  • Responsible Investment
  • Tax Sensitive Investing
  • ETF’s and Rules-based Index Strategies
  • Bank Loans
  • CLO’s and Private Mortgage Debt
Investment Solutions

Solutions tailored to client needs via our customized portfolio design and construction capability

  • Discretionary Management/Outsourced CIO
  • Customized Multi-Asset Portfolios & Models
  • Regulatory Sensitive Insurance Portfolios
  • Customized Fixed Income
  • Multi-Manager Alternatives
  • Tax Efficient Portfolios
Distribution Partnerships

Delivered through a needs-based, outcome oriented client facing engagement model

  • Insurance
  • Endowments and Foundations
  • Global Institutional Defined Benefit
  • Global Institutional Defined Contribution
  • Global Retail and Wholesale
  • RIA’s, High Net Worth and Family Offices
Operating Platform

Leveraging a flexible and efficient operating platform

  • A Global customer service, client reporting, and compliance orientation
  • A sophisticated, full-transparency Global Risk Management system and operating system
  • A wide range of delivery vehicles including managed accounts, comingled funds, sub-advisory, models, mutual funds