New Columbia Threadneedle Investments Brand Unveiled
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, 2014
2 As of December 31, 2014
3 ICI as of December 31, 2014
4 Investment Association as of December 31, 2014
5 Towers Watson as of December 31, 2013
6 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. (c) 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.
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