Investment Approach

At Columbia Threadneedle, we invest to make a difference to your world, and the wider world we invest in. Our investment approach is underpinned by a culture that is dynamic and interactive and by processes that are team-based, performance driven and risk aware. Our investment teams share a common set of values and a commitment to delivering the investment outcomes our clients expect, underpinned by these four pillars:

Global perspectives

 

From meeting companies on the ground and around the world, to gaining an understanding of the economic, social and political trends that shape our future, the continuous exchange of insights across asset classes and sectors is ingrained in our process. These insights are debated by analysts and portfolio managers around the globe to ensure every perspective is considered.

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Research intensity

 

Our team of 200 analysts and research associates is dedicated to original, independent research. Working collaboratively across all major asset classes our teams utilize big data and analytics, such as machine learning and augmented intelligence, to turn information into forward-looking insights that can add real value to our investment decisions, enhancing our ability to help deliver good outcomes for our clients.

Responsible Investment

 

Well-managed companies that look to the future are better positioned to navigate the risks and challenges inherent in business and achieve sustainable performance and long-term value creation. Responsible Investment (RI) principles are an important factor, and we have developed proprietary tools that provide a robust RI framework and better analysis for portfolio managers to enhance their decision-making.

Although RI research is made available to all portfolio managers, each portfolio management team within our firm makes its own investment decisions and certain teams may place more, less or no emphasis on ESG factors in any given investment decision.

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Continuous improvement

 

Across our global business, our Investment Consultancy & Oversight team uses a governance framework to ensure the integrity of an investment strategy. The team engages with our portfolio managers — reviewing their performance, discussing their decision-making and analyzing their processes, all to ensure we remain faithful to our clients’ objectives and identify opportunities to continually improve. This process is tangible evidence of our commitment to accountability.

Meet our research team