Model Portfolios: Complement Your Expertise with Ours

Your clients have unique investment needs. The challenge is dividing your time and expertise with each, especially in increasingly complex markets. That's why more advisors are complementing their practice with outsourced model portfolios—ones that align with their customized approach and pursue the focused outcomes their clients demand.

What you can expect from us:

Proven
Expertise

Broad asset allocation capabilities, multi-manager research and strong underlying investments strategies, all informed by a risk-aware philosophy.

Strong
Partnership

Simplify your practice and strengthen your client offerings with access to resources that can scale and grow your practice.

A Focus
On Clients

Every strategy is built with your clients in mind, seeking to align their investment goals with financial outcomes.

DIFFERENT WAYS TO IMPLEMENT OUR MODELS

When it comes to financial planning, one size fits no one. And the same holds true for implementing models. Selecting a model is just the first step toward customizing your clients’ portfolios—whether that’s filling a unique portfolio need or serving as a holistic solution.

SINGLE HOLISTIC SOLUTION

IN CONJUNCTION WITH OTHER MODELS

AS PART OF A DIVERSIFIED PORTFOLIO

WHY COLUMBIA THREADNEEDLE INVESTMENTS

Behind every investment at Columbia Threadneedle, you’ll find intense qualitative and fundamental research, collaboration across classes and teams, and our Investment Consultancy Team partnered with portfolio managers to review performance, discuss their decision-making and analyze their processes.

Our best thinking, packaged for your clients’ investment goals.

BROAD ASSET ALLOCATION CAPABILITIES
Investment professionals with
deep expertise, dedicated to
asset allocation.

EXPERIENCED MULTI-MANAGER RESEARCH TEAM
Our multi-manager research team selects and oversees externally managed strategies to build customized solutions for clients.

ESTABLISHED
PROVIDER
We are ranked as a top 10 third-party provider of asset allocation model portfolios by assets under management.*

ARTICLES AND RESOURCES

View our library of articles and videos from our Global Asset Allocation Team

Tactical asset allocation outlook

Long-term strategic outlook

Why managed portfolios make sense in today’s uncertain environment

Disclosures

* Source: Cerulli U.S. Managed Account Report 2022. Ranking based on firms reporting 2021 estimated AUM for discretionary model portfolios with an asset-based fee. Cerulli received a fee for use of ranking data.

Investing involves risk including the risk of loss of principal. There is no guarantee that investment objectives will be achieved or that return expectations will be met.

Past performance does not guarantee future results.

Composite returns reflect the reinvestment of dividends, income, and capital gains and are calculated and stated in US dollars. Periods over one year are annualized. "Pure gross" of fees performance does not include trading costs, management fees, or other expenses that would be incurred by a participant portfolio but does reflect the deduction of expenses for any underlying mutual fund and ETF investments. "Net" of fees performance also reflects deduction of the maximum annual wrap fee of 3%. Investors should contact their financial advisor or program sponsor for fees applicable to their account.

Average underlying expenses are a weighted average of the net expense ratio of each fund, ETF or SMA strategy held in the model portfolio as of the date shown. Because some portfolios reallocate in response to changing market conditions, these expenses may change frequently. Actual expenses will vary based on the underlying investments used, the percentage of the portfolio allocated to each investment, and the net expense ratio of each investment, including any waivers or reimbursements in place. Please see the strategy fact sheet for additional expense information Investors should contact their financial advisor or program sponsor for additional fees applicable to their account.

Trailing 12-Month Yield is based on a representative account and is calculated by dividing dividend and income distributions received from underlying investments in the past 12 months by the account’s ending market value including capital gains. Cash flows into and out of the account are excluded. Future yields may be higher or lower and will be impacted by changes to portfolio holdings and allocation as well as market conditions.

Advisory services provided by Columbia Management Capital Advisers, an operating division of Columbia Management Investment Advisers, LLC (“CMIA”) that offers investment management and related services to clients participating in various types of wrap programs.

These managed account solutions are only available through investment professionals. Not all strategies may be available on all platforms, and fees and terms may vary. Managed account programs may not be appropriate for all investors.

This information is not intended to provide investment advice and does not take into consideration individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance.

These managed account programs are only available through investment professionals. Not all strategies may be available on all platforms, and fees and terms may vary. Managed account programs may not be appropriate for all investors.

This material is provided to program sponsors and third-party intermediaries for informational purposes only. To the extent any such recipient chooses to further disseminate this material to program participants, CMIA and its affiliates assume no responsibility for compliance with any laws and rules associated with such further dissemination. Furthermore, receipt of this material by a program participant does not establish a relationship between any such program participant and CMIA or any of its affiliates.