Columbia Management has today launched its new brand: Columbia
Threadneedle Investments. A new logo and visual identity are also
unveiled, along with a new brand positioning, which is focused on
the client: Your success. Our priority.
As announced in January, the new global brand represents the
combined capabilities, resources and reach of Columbia and its
U.K.-based affiliate Threadneedle Investments, offering clients
access to the best of both firms and positioning the group for a
greater share of global growth.
"We have brought together two well established, successful asset
managers under one brand, offering clients a broader set of
capabilities and a truly global presence,” said Ted Truscott,
Chief Executive Officer. “Together we are 2,000 professionals
across 18 countries, responsible for more than $500 billion in
assets. We are excited about this next chapter and continuing to
deliver for our clients around the world remains our priority.”
“Our clients’ success is, and always will be, our priority and
we have therefore put the customer at the heart of Columbia
Threadneedle Investments, ensuring we deliver successful investment
outcomes, solutions and service for our clients across the globe,”
said Rupert Pybus, Global Head of Brand. “Our new global
brand – Columbia Threadneedle Investments - has been positioned to
reflect this.”
“The Columbia Threadneedle Investments brand reinforces our
dedication to helping investors achieve their financial goals,”
said Vicki Lester, Head of U.S. Intermediary Marketing. “It
represents a tremendous opportunity for us to further define our
capabilities in the marketplace as we deliver investment products
and solutions that meet the needs of our clients, advisors and
distribution partners.”
While the group now operates under one brand, established
investment teams, strategies and processes in place at both firms
will not change, nor will existing funds or client portfolios and
mandates. There is no change to the corporate structure or
regulated entities as a result of the new brand.
***High resolution logos available on request***
Columbia Threadneedle Investments Key Facts (on an aggregated
basis):
- $506 billion in assets under
management1
- Over 2,000 people and over 450
dedicated investment professionals2
- Locations in 18 countries across North
America, Europe, Asia Pacific and the Middle East
- Investment offices in London,
Singapore, Boston, Minneapolis, New York, Chicago, Portland,
Oregon, and other U.S. locations
- 11th largest manager of long-term funds
in the U.S.3, 5th largest retail manager in the UK4, and 30th
largest global asset management group5 as part of Ameriprise
- 115 funds are Morningstar 4- or 5-star
rated6
1 As of December 31, 20142 As of December 31, 20143 ICI as of
December 31, 20144 Investment Association as of December 31, 20145
Towers Watson as of December 31, 20136 Morningstar as of January
31, 2015
About Columbia Threadneedle Investments:
Columbia Threadneedle Investments is a leading global asset
management group that provides a broad range of actively managed
investment strategies and solutions for individual, institutional
and corporate clients around the world.
With more than 2000 people including over 450 investment
professionals based in North America, Europe and Asia, we manage
$506 billion1 of assets across developed and emerging market
equities, fixed income, asset allocation solutions and
alternatives.
Columbia Threadneedle Investments is the global asset management
group of Ameriprise Financial, Inc. (NYSE: AMP).
For more information, please visit columbiathreadneedle.com/us.
Follow us on Twitter @CTInvest_US.
Investors should consider the investment objectives, risks,
charges and expenses of a mutual fund carefully before investing.
For a free prospectus or a summary prospectus, which contains this
and other important information about the funds, visit
columbiathreadneedle.com/us. Read the prospectus
carefully before investing.
Not all funds are available in all jurisdictions, to all
investors, or through all firms. This material is for information
only and does not constitute an offer or solicitation of an order
to buy or sell any securities or other financial instruments, or to
provide investment advice or services. Investing involves risk
including the risk of loss of principal.
As of January 31, 2015, out of 105 Columbia funds and 93
Threadneedle funds rated by Morningstar, 48 Columbia funds and 67
Threadneedle funds have an Overall Rating of 4- or 5-stars. For
each fund with at least a three-year history, Morningstar
calculates a Morningstar RatingTM based on how a fund
ranks on a Morningstar Risk-Adjusted Return measure against other
funds in the same category. The Morningstar RatingTM
is a quantitative assessment of a fund’s past performance – both
return and risk – as measured from one to five stars. The
measure accounts for the effects of all sales charges, loads, or
redemption fees. The top 10% of funds in each category receive
5 stars, the next 22.5% receive 4 stars, the next 35% receive 3
stars, the next 22.5% receive 2 stars and the bottom 10% receive 1
star. The Overall Morningstar RatingTM for a fund is derived from a
weighted average of the performance figures associated with its
three-, five- and ten-year (if applicable) Morningstar Rating
metrics. The data refers to the highest rated share class per fund;
other classes may have different performance characteristics and
may have different ratings. The data for UK funds relates to the UK
registered funds universe and for Luxembourg funds to the
Offshore/International universe. The Morningstar RatingTM for
Columbia funds is for Class Z shares only.
Class Z shares are sold at net asset value and have limited
eligibility. Columbia funds offer multiple share classes, not all
necessarily available through all firms.
Past performance does not guarantee future results. ©
2015 Morningstar, Inc. All Rights Reserved. The Morningstar
information contained herein: (1) is proprietary to Morningstar
and/or its content providers; (2) may not be copied or distributed;
and (3) is not warranted to be accurate, complete or timely.
Neither Morningstar nor its content providers are responsible for
any damages or losses arising from any use of this information.
Investment products in the U.S. offered through Columbia
Management Investment Distributors, Inc., member FINRA. Advisory
services provided by Columbia Management Investment Advisers,
LLC.
AdTrax 1156484
Columbia Threadneedle InvestmentsRyan Lund,
612-671-3459ryan.s.lund@ampf.comCarlos Melville,
617-897-9384carlos.melville@ampf.com
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