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Columbia Threadneedle Investments [view profile ]
225 Franklin Street  Boston  MA  02110  ph: 866-444-5435 

http://www.columbiafunds.com/home.htm  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
20 Years, $2.628B AUM
A $714B-AUM fund firm's team celebrates a big anniversary...
MutualFundWire.com - Thursday, December 16, 2021
23 Fund Firms Win Big
A trade group reveals the winners of its 25th annual awards...
MutualFundWire.com - Thursday, December 09, 2021
A Two-Time Fundster Entrepreneur Dies At 79
The executive passed away last week, at home...
MutualFundWire.com - Monday, November 29, 2021 Views
A McKinsey Vet Joins a $1.5T-AUM Firm
The new hire takes on a key leadership role at a publicly traded asset manager...
MutualFundWire.com - Wednesday, November 03, 2021
Ark, Innovator, and WisdomTree Win Big
A trade pub recognizes 26 mutual fund and ETF firms with its annual awards...
MutualFundWire.com - Tuesday, October 19, 2021
500 Fundster Volunteers, 35 Committees
A 59-year-old industry trade group kicks off its virtual annual conference...
MutualFundWire.com - Wednesday, October 06, 2021 - Reader Rating: 5
Active Inflows Fall 40 Percent, and Passive Falls, Too, But ...
The M* team updates U.S. flows data for July 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, August 27, 2021 Views - Reader Rating: 5
PE, VCs, Ameriprise, and T. Rowe Bet $170MM More On an Ally to AMs
The latest funding, which values the firm at $3 billion, comes alongside an acquisition in the coaching, enablement, and training space...
MutualFundWire.com - Tuesday, August 17, 2021 Views - Reader Rating: 5
Week In Preview, August 9 - August 15
This week, the team at UBS will host a virtual event...
MutualFundWire.com - Monday, August 09, 2021
A $1.3B-AUM Fund Reaches a Silver Milestone
The fund's team celebrated its tenth anniversary last week...
MutualFundWire.com - Thursday, August 05, 2021 Views
15 Fund Firms Win Praise For Disability Inclusion
Two organizations recognize a host of big companies, including some familiar folks in the mutual fund industry...
MutualFundWire.com - Friday, July 16, 2021 Views
Schwab and First Trust Dominate
The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, July 15, 2021 Views
A $1.4T-AUM AM's Chief Rises
The move comes three months after the asset manager acquired another fund firm...
MutualFundWire.com - Friday, May 21, 2021 Views
Four Years In, an MD Rises at a $3.9B-AUM Fixed Income Shop
The exec serves in the firm's sales and marketing unit...
MutualFundWire.com - Tuesday, April 27, 2021 Views
Semi-Retirement Calls to a Fund-Marketer-Turned-Consultant
His move is a first for a familiar ally to mutual fund firms...
MutualFundWire.com - Monday, April 12, 2021 Views
Morgan Stanley and Virtus Dominate These Awards' Top Tier
32 fund firms' offerings reached the top of a new best mutual funds list...
MutualFundWire.com - Friday, March 26, 2021 Views
100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com - Friday, March 12, 2021 Views
Vanguard and Virtus Top Two Lists
A related list is led by Manning and Napier...
MutualFundWire.com - Friday, February 26, 2021 Views
The 14 Best Fund Firms For Their Employees
Updated | They're among the United States' best large and mid-size employers, according to a magazine's new lists...
MutualFundWire.com - Thursday, February 18, 2021 Views
Week In Preview, January 25 - January 31
This week, the teams at ICI, MFDF, MMI, Nicsa, and Women in ETFs will host online events...
MutualFundWire.com - Monday, January 25, 2021 Views
Four Dodge & Cox Leaders Prepare to Exit
The San Fran fund firm's chairman and CEO reveal a host of upcoming leadership changes...
MutualFundWire.com - Wednesday, January 20, 2021 Views
McNabb Bets On a Fintech
The former Vanguard chief invests in a startup in LA...
MutualFundWire.com - Tuesday, January 12, 2021 Views
Blass Bids Adieu
Three years in, the SEC's investment management division chief is preparing to say goodbye...
MutualFundWire.com - Wednesday, December 23, 2020 Views
A McKinsey Vet Takes Over Part of a $631B-AUM Firm
The exec will oversee distribution, service, and more...
MutualFundWire.com - Wednesday, December 02, 2020 Views
Gatch Remains, Anointing Stevens' Successor
An industry trade group will gain a new chief next month, in advance of its long-time chief's retirement. Yet the chairman is staying on for another term...
MutualFundWire.com - Wednesday, October 21, 2020 Views
Nicsa Members Update Their Board
A Columbia Threadneedle exec takes over the trade group's governing body, and six new members join...
MutualFundWire.com - Wednesday, October 14, 2020 Views
Next Summer, a Beantown Fund Firm Will Move
A big asset manager is preparing to shift into a new HQ...
MutualFundWire.com - Thursday, October 08, 2020 Views
Principal, T. Rowe, Columbia, and Matthews Win Big Online
A trade group takes its annual awards show online this week. The final awards will be revealed later today...
MutualFundWire.com - Wednesday, September 30, 2020 Views
After 13 Years, an AllianzGI Director Moves On
The Gotham exec previously worked at Whitebeam, Citi, BofA, and JPMAM...
MutualFundWire.com - Wednesday, September 02, 2020 Views
45 Firms Win Big, Virtually
Ark led the pack with four wins and two "highly commended" mentions...
MutualFundWire.com - Monday, July 27, 2020 Views
In CO, a 20-Year Invesco Vet Takes Over a Sales Team
He's joining a firm that connects FAs and investors with private equity...
MutualFundWire.com - Tuesday, June 02, 2020 Views
Blass Will Help Guide the SEC's Crisis Response
The IM division director and someone on her team are joining a new group at the mutual fund industry's chief regulator...
MutualFundWire.com - Monday, May 04, 2020 Views
170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com - Friday, March 06, 2020 Views
20 Fundsters and Allies Win Big In Florida
The winners were lauded last week at an industry trade group's conference in Fort Lauderdale...
MutualFundWire.com - Tuesday, March 03, 2020 Views
Flanagan Hires a Successor For a 15-Year C-Suiter
The new hire will join next month and succeed the company veteran in August...
MutualFundWire.com - Tuesday, February 25, 2020 Views
An AM Group Tries to Help FAs Put the Pieces Together
A trade group unveils website to educate advisors and help them educate their clients...
MutualFundWire.com - Tuesday, February 04, 2020 Views
Who Will Lead Investment Management At This 8,000-FA B-D?
The previous chief shifted to another side of the parent company's business...
MutualFundWire.com - Monday, January 27, 2020 Views
Top Leaders at Fido and the SEC Say Goodbye
An SEC commissioner and an 18-year Boston Behemoth veteran are both preparing to exit...
MutualFundWire.com - Thursday, January 16, 2020 Views
A Bank's Active Funds Lead
The M* team updates flows data for November 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, December 19, 2019 Views
Meet Alps Advisors' New Chief
The freshly appointed head of the mutual fund and ETF shop and SS&C subsidiary talks to his hometown paper...
MutualFundWire.com - Friday, November 29, 2019 Views
Week In Preview, November 18-24
This week the teams at Ameriprise, CFL, Hennessy, InvestmentNews, Nasdaq, and T. Rowe Price are hosting events...
MutualFundWire.com - Monday, November 18, 2019 Views
One Titan's Passive Inflows Double
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, November 15, 2019 Views
Stuart Parker Adds a Cap Group Vet to His C-Suite
The PGIM Investments chief also hired a tech and ops chief and promoted two key distro execs...
MutualFundWire.com - Tuesday, October 29, 2019 Views - Reader Rating: 5
Passive Inflows Double In Two Months
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, October 21, 2019 Views
Week In Preview, October 21-27
This week the teams at IDC, IWI, and Opal are hosting events, and a host of asset managers are releasing earnings...
MutualFundWire.com - Monday, October 21, 2019 Views
Envestnet's Founder Dies
Jud Bergman and his wife were killed in a car accident yesterday...
MutualFundWire.com - Friday, October 04, 2019 Views - Reader Rating: 5
Matthews, 361, and JPMAM Win Big In Chi-Town
34 firms won awards in 30 categories this week at a trade group's 23rd annual awards bash...
MutualFundWire.com - Thursday, September 26, 2019 Views
Nine Fundsters Win Praise As Role Models For Women
These asset management industry leaders are among 190 execs named on a new trio of lists highlighting the achievements of women in business...
MutualFundWire.com - Friday, September 20, 2019 Views
Eikenberg Adds Two Industry Vets to RBC GAM
The new hires will work with RIAs, bank trusts, and multi-family offices...
MutualFundWire.com - Monday, September 09, 2019 Views
After a Five-Year Cancer Fight, a Jersey Fundster Dies
The exec was 55 years old and a native of Jersey City...
MutualFundWire.com - Wednesday, July 31, 2019 Views
A Columbia Wholesaling Vet Enters Retirement
11 years with Columbia Threadneedle Investments comes to a close for this regional VP...
MutualFundWire.com - Monday, June 10, 2019 Views
A 13-Year Neuberger Vet Dies
He served as a managing director and PM at the employee-owned fund firm...
MutualFundWire.com - Friday, April 26, 2019 Views
A 10-Year RIA Specialist Leaves Allianz GI
A director of business development in the southeast departs...
MutualFundWire.com - Wednesday, April 10, 2019 Views
Eric Holder, Mutual Fund Director
The former U.S. Attorney General is the third Obama administration alum to align with this midwestern mutual fund shop...
MutualFundWire.com - Wednesday, March 20, 2019 Views
Passive Inflows Drive February Growth
M* updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, March 12, 2019 Views
T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com - Friday, March 08, 2019 Views
Flows Rebound, and Vanguard Retakes the Lead
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, February 21, 2019 Views
Steinmetz Will Leave, But Another Key Exec Won't
Word leaks on the post-merger Invesco-OpFunds leadership structure...
MutualFundWire.com - Friday, February 08, 2019 Views
ETF Titans Lead an Award Race
The winners will be revealed at a dinner next month...
MutualFundWire.com - Friday, February 01, 2019 Views
Who Gained Market Share In 2018?
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com - Thursday, January 31, 2019 Views
A Triumvirate Cedes Power to a Sole CEO
A new chief takes over a publicly traded asset manager...
MutualFundWire.com - Thursday, January 31, 2019 Views
Expect Miracles Takes Manhattan For a Fifth Time
More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash...
MutualFundWire.com - Friday, January 25, 2019 Views
Only Five Behemoths Netted December Inflows
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com - Friday, January 18, 2019 Views
A Biotech Vet Enters the ETF Biz
Watch for his startup to launch more indices, ETFs and even mutual funds...
MutualFundWire.com - Friday, January 11, 2019 Views
The Most Popular MFWire Stories of 2018
Here are the stories from each month this year that MFWire readers gravitated to the most...
MutualFundWire.com - Monday, December 31, 2018 Views
Four Years In, a Top Distro Exec Leaves Columbia
Word is that the executive will not be replaced at the Ameriprise subsidiary...
MutualFundWire.com - Wednesday, November 21, 2018 Views
Week In Preview, November 12-18
This week the teams at the ICI, Informa, T. Rowe Price, and Voya are all hosting events...
MutualFundWire.com - Monday, November 12, 2018 Views
What Kind of Deals Is Columbia's Parent Looking For?
Top execs at Ameriprise discuss their Q3 2018 earnings results...
MutualFundWire.com - Thursday, October 25, 2018 Views
Who Will Succeed This Key Edward Jones Exec?
A principal at the broker-dealer is moving on to a non-profit...
MutualFundWire.com - Wednesday, October 24, 2018 Views
Brinker's Ex-Vice Chair Joins a Startup AM
The new hire will lead retail distribution for a family office's new asset management arm...
MutualFundWire.com - Monday, October 22, 2018 Views
SSgA Rebounds, and Vanguard's Flows Double
M* updates flows data for ETFs and long-term open-end mutual funds for September 2018...
MutualFundWire.com - Wednesday, October 10, 2018 Views
Aberdeen Standard's STAR Shines In Chi-Town
The Scottish multinational asset manager's U.S. arm leads the pack at an industry awards show...
MutualFundWire.com - Wednesday, October 10, 2018 Views
Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com - Monday, October 08, 2018 Views
Week In Preview, October 1-7
This week the teams at the FPA, Fund Intelligence, Fuse, and the ICI are all hosting events...
MutualFundWire.com - Monday, October 01, 2018 Views
GSAM Roars, and BlackRock Retakes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com - Friday, September 14, 2018 Views
Pimco at the Fed, and the Next SEC Commish Approaches?
It's been a good week for Trump administration appointments connected to the asset management industry...
MutualFundWire.com - Thursday, August 30, 2018 Views
Flows Brighten, and Passive Titans Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for July 2018...
MutualFundWire.com - Monday, August 13, 2018 Views
Week In Preview, June 11-17
The teams at FIASI, M*, MFDF, and Osney are all hosting events this week...
MutualFundWire.com - Monday, June 11, 2018 Views
Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com - Monday, June 04, 2018 Views
Two More Billionaire Fundsters Make a Pledge
They're signing on with Warren Buffett, Bill Gates, three fundsters before them, and a host of other rich individuals around the world...
MutualFundWire.com - Thursday, May 31, 2018 Views
BlackRock Beat Vanguard Last Month
M* releases its monthly flows report for April 2018...
MutualFundWire.com - Wednesday, May 30, 2018 Views
ICI's Diamond GMM, Day Two
The mutual fund industry trade group's 60th annual conference continues in the nation's capital...
MutualFundWire.com - Wednesday, May 23, 2018 Views
Week In Preview, May 21-28
The teams at FINRA, the ICI, and the MFDF are all hosting events this week...
MutualFundWire.com - Monday, May 21, 2018 Views
Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com - Monday, April 30, 2018 Views
This Asset Manager's Public Parent Is Still On the Hunt
The chief of a multinational asset manager's publicly traded parent confirms that he is still searching for acquisitions...
MutualFundWire.com - Wednesday, April 25, 2018 Views
A Value Fund Entrepreneur Dies at 93
An AMG team mourns its founder, who died on Monday night...
MutualFundWire.com - Wednesday, April 18, 2018 Views
Active Share Catches a Regulator's Eye
The New York Attorney General is a fan of the metric, and 13 big mutual fund shops have agreed to disclose the metric about all of their actively managed equity funds...
MutualFundWire.com - Wednesday, April 11, 2018 Views
Manning Passes the Reins to a Triumvirate
A trio of top executives will take over as co-CEOs of the publicly traded asset manager in upstate New York...
MutualFundWire.com - Tuesday, March 13, 2018 Views
Heavey Ramps Up and Shifts Expect Miracles' Golf Game
The charity's chief unveils a new fall event and shifts an existing event...
MutualFundWire.com - Thursday, March 08, 2018 Views
Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash...
MutualFundWire.com - Wednesday, February 28, 2018 Views - Reader Rating: 5
Who Gained Market Share In 2017?
M* Direct updates AUM and market share data for the full 2017 calendar year...
MutualFundWire.com - Friday, February 02, 2018 Views
Two Fund Firms, One $555B Year
M* releases fund flows estimates for all of 2017...
MutualFundWire.com - Thursday, January 25, 2018 Views
BlackRock Leads the ETF Strategist Pack in Q3 Growth
BlackRock dominated ETF strategist growth in the third quarter and has surpassed Windhaven in asset size. ..
MutualFundWire.com - Monday, January 08, 2018 Views
A 30-Year Columbia Vet Helps Launch a Private Wealth Group
He's now part of annuity giant's first efforts in the private wealth and trust channel...
MutualFundWire.com - Wednesday, January 03, 2018 Views - Reader Rating: 5
Trump Has His Eye On Two Top Pimco Vets
A dark horse Pimco alumnus did not land the President's nomination to take over the Fed next year, but two other Pimco-connected execs are rumored to be in the running for the Fed's number two spot...
MutualFundWire.com - Thursday, December 28, 2017 Views
Trump's SEC and EBSA Picks Got Early Christmas Presents on the Hill
The tax bill isn't the only thing the Senate approved last week...
MutualFundWire.com - Tuesday, December 26, 2017 Views
Guggenheim Rocks October as Two Titans Keep Gobbling
Two firms continue to dominate net inflows for mutual funds and ETFs, yet they weren't the only ones who had a big month...
MutualFundWire.com - Monday, November 27, 2017 Views
Week In Preview, November 27-December 3
Hennessy Funds and High Water Women are both coming to the Big Apple this week...
MutualFundWire.com - Monday, November 27, 2017 Views
At $50B and Counting, a Fund-in-a-Box Shop Phases In a New Effort
A mutual fund series trust and back-office provider has formed a relationship management team to give its clients a day-to-day point of contact...
MutualFundWire.com - Friday, November 24, 2017 Views
A 19-Year Waddell Vet Succeeds Butch at Ivy
Tom Butch is leaving the Midwestern fund firm and its brokerage parent. Phil Sanders has promoted a pair of execs to fill Butch's shoes...
MutualFundWire.com - Wednesday, November 22, 2017 Views
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