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 Diversified Fixed Income Allocation ETF (DIAL) Celebrates Three-Year Milestone with Strong Momentum, Proven Performance
With consistent three-year returns, DIAL achieves five-star Overall Morningstar Rating™
BOSTON | November 10, 2020
Columbia Threadneedle Investments today announced that the Columbia Diversified Fixed Income Allocation ETF (NYSE Arca: DIAL), the first strategic beta multisector fixed income ETF, reached its three-year anniversary on October 12, 2020, with category-leading performance and soon after reached $500 million in assets. DIAL’s strong performance has earned it a five-star Overall Morningstar Rating among 289 ETFs and open-end funds in the U.S. Multisector Bond category, as of October 31, 2020 based on risk-adjusted returns.
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.
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.
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.
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.
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.
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.
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.
BOSTON | August 14, 2019
Columbia Threadneedle Investments today announced that its equity income strategic beta exchange-traded funds (ETFs) have reached a significant performance milestone, with two of the funds earning an overall rating of four-stars based on a Morningstar risk-adjusted return measure as of June 30, 2019. The funds were launched June 13, 2016 and received their initial Morningstar star rating after marking their three-year anniversaries.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
BOSTON | June 13, 2016
Columbia Threadneedle Investments today announced the launch of three equity income smart beta exchange-traded funds (ETFs), the first in a series from the new Columbia Beta Advantage SM family of rules-based, factor-driven, smart beta ETFs. Columbia Beta Advantage products are thoughtfully constructed by incorporating Columbia Threadneedle’s active investing experience and insight into rules that, in the case of these three ETFs, provide exposure to companies that have certain attributes believed to offer sustainable levels of income, as well as total return opportunity. These funds will track underlying indices calculated by MSCI Inc.
BOSTON | May 19, 2016
Columbia Threadneedle Investments and the Boston Triathlon today announced that Columbia Threadneedle will be the title partner of Boston's only triathlon. The newly renamed Columbia Threadneedle Boston Triathlon, now in its eighth year, will take place in South Boston on July 31, 2016.
BOSTON | March 23, 2016
Five Columbia funds have received 2016 Lipper Fund Awards as top-performing mutual funds in their respective Lipper classifications for the period ending December 31, 2015.
CLOSED-END FUNDS NEWS
Current and future holdings are subject to risk.