Columbia Threadneedle Investments’ Melda Mergen Named a Global Equities Leader of the Year
BOSTON – December 7, 2022
Columbia Threadneedle Investments today announced that Melda Mergen, Global Head of Equities, has been recognized as one of the top women in asset management by DiversityQ as part of its 2022 U.S. Women in Asset Management Awards program.1 Melda was named a co-winner in the global equities category.
Columbia Threadneedle Investments Announces Title Sponsorship of the 2022 Boston Triathlon
This is the firm’s seventh year as title sponsor, and registration is now open for race weekend taking place July 23-24, 2022
BOSTON | May 3, 2022
Columbia Threadneedle Investments, a leading global asset manager, today announced its sponsorship of the Boston Triathlon, an event the firm has been a title sponsor of since 2015. Now in its 14th 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.
Columbia Threadneedle Investments Launches Columbia Seligman Semiconductor and Technology ETF (SEMI)
SEMI is the first actively managed ETF that offers investors focused exposure to the rapidly evolving semiconductor industry
BOSTON | March 30, 2022
Columbia Threadneedle Investments today announced the expansion of its exchange-traded fund (ETF) offerings with the launch of its first actively managed, semi-transparent ETF, the Columbia Seligman Semiconductor and Technology ETF (NYSE Arca: SEMI). SEMI is a thematic, growth-focused technology strategy that will invest primarily in securities of semiconductor, semiconductor equipment and related technology companies.
Columbia Threadneedle Investments Brand to Replace BMO GAM (EMEA) Name and Logo from July 2022
LONDON | March 17, 2022
Columbia Threadneedle Investments confirms that it will rebrand the BMO GAM (EMEA) business, acquired last year, to Columbia Threadneedle Investments in July 2022. The rebranding is a significant milestone in the integration of BMO GAM (EMEA) into Columbia Threadneedle.
Five Columbia Funds Win Refinitiv Lipper Fund Awards Across Six Categories
BOSTON | March 10, 2022
Columbia Threadneedle Investments today announced that five Columbia funds earned 2022 U.S. Refinitiv Lipper Fund Awards, with four funds recognized as repeat winners.
Columbia Threadneedle Investments Selects Three Firms for 2022 MassChallenge FinTech’s Start-up Accelerator Program
BOSTON | January 20, 2022
Columbia Threadneedle Investments today announced the selection of three innovative fintech start-ups for this year’s MassChallenge FinTech accelerator program. In working with these firms, Columbia Threadneedle, and its parent company Ameriprise Financial, hope to utilize new technologies in the areas of data analysis, data collection and automation.
2022 Market Outlook from Columbia Threadneedle Investments - Changing Monetary Environment Sets the Backdrop for a Year of Change in 2022
BOSTON and LONDON| December 7, 2021
William Davies, Deputy Global Chief Investment Officer at Columbia Threadneedle Investments, outlines his outlook for 2022.
Columbia Threadneedle Investments Confirms Completion of the Acquisition of BMO's EMEA Asset Management Business
LONDON | November 8, 2021
Further to the announcement on 12 April, 2021, Columbia Threadneedle Investments (Columbia Threadneedle), part of Ameriprise Financial (NYSE:AMP), confirms that the acquisition of Bank of Montreal's EMEA asset management business (BMO GAM (EMEA)) has now completed. The acquisition adds £97bn1 ($131bn) assets under management to Columbia Threadneedle to bring total AUM to £530bn2 ($714bn).
Two Columbia Threadneedle Institutional Investment Strategies Recognized for Strong Performance, Innovation and Excellence
BOSTON | October 11, 2021
Columbia Threadneedle Investments today announced that two of its institutional investment strategies were recognized as 2021 Pension Bridge Institutional Asset Management Award winners for strong performance, innovation and excellence in their respective categories.
Columbia Threadneedle Investments Expands Strategic Beta Fixed Income Suite with Launch of Columbia Short Duration Bond ETF (SBND)
BOSTON | September 21, 2021
Columbia Threadneedle Investments today announced the expansion of its strategic beta fixed income exchange-traded fund (ETF) offerings with the launch of Columbia Short Duration Bond ETF (NYSE Arca: SBND), a short-duration bond strategy focused on generating income in four segments of the debt markets. SBND tracks the firm’s proprietary Beta Advantage® Short Term Bond Index, which provides a rules-based approach to investing that is diversified and weighted toward opportunity rather than indebtedness.
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 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.
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.
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.
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.
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.
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.
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.
1 As at 30 September 2021
2 As at 30 September 2021
Current and future holdings are subject to risk.