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2024
 

Columbia Research Enhanced Core ETF (RECS) Celebrates Five-Year Anniversary, $1B AUM Milestone

BOSTON – October 21, 2024

Columbia Threadneedle Investments recently celebrated the five-year anniversary of its equity exchange-traded fund (ETF)—the Columbia Research Enhanced Core ETF (NYSE Arca: RECS). In the five years since its launch, RECS has attracted more than $1 billion in client assets due to consistently strong performance.

Columbia Threadneedle Investments Launches Two Actively Managed Fixed Income ETFs

BOSTON – September 12, 2024

Columbia Threadneedle Investments today announced the expansion of its exchange-traded fund (ETF) offerings with the launch of two actively managed, fully-transparent fixed income ETFs — the Columbia U.S. High Yield ETF (NYSE Arca: NJNK) and the Columbia Short Duration High Yield ETF (NYSE Arca: HYSD). Both ETFs draw on Columbia Threadneedle’s extensive high yield capabilities and are designed to provide investors and allocators with compelling investment options when building portfolios. Launching these strategies as ETFs addresses an increasing market demand for high current income in a low-cost, tax-efficient structure.

Columbia Threadneedle Enters CLO Equity Investment Agreement with Jefferies-led Consortium

BOSTON – February 26, 2024

Columbia Threadneedle Investments (“Columbia Threadneedle”) today announced that it has entered into a strategic investment agreement to grow its CLO platform with a consortium of investors arranged by Jefferies (“the Consortium”) that includes Columbia Threadneedle’s parent company, Ameriprise Financial.

2023
 

Columbia Threadneedle Investments Launches Columbia Research Enhanced Real Estate ETF (CRED)

BOSTON – April 26, 2023

Columbia Threadneedle Investments today announced the expansion of its exchange-traded fund (ETF) suite with the launch of the Columbia Research Enhanced Real Estate ETF (NYSE Arca: CRED). Designed for investors seeking a thoughtfully constructed and accessible way to gain exposure to the real estate sector, the strategy incorporates the firm’s research intensity and proprietary insights in real estate in a cost-effective vehicle.

Two Columbia Funds Win Refinitiv Lipper Fund Awards in Equity Income and Science & Technology Categories

BOSTON – March 27, 2023

Columbia Threadneedle Investments today announced that two Columbia Funds earned 2023 U.S. Refinitiv Lipper Fund Awards. 

2022
 

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 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.

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. 

2021

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). 

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.

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 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. 

2020

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.

CLOSED-END FUNDS NEWS