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MFWire: Columbia Threadneedle, Columbia Acorn
MUTUAL FUND FAMILY PROFILES [BETA]
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Columbia Threadneedle Investments
225 Franklin Street
Boston, MA  02110
Google Maps

Contact
Main Phone: 866-444-5435
Web Site: http://www.columbiafunds.com/home.htm

Mutual Fund Brand(s)
Columbia Threadneedle, Columbia Acorn

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    On April 15, 2011, Columbia Management unveiled a deal to buy active ETF shop Grail Advisors for an undisclosed sum. The firm also announced plans to launch 17 new ETFs in 2012, in an effort to plug outflows from its actively managed mutual funds that it had been experiencing for four years. As of May 2014, the firm had $300 billion in assets.

    Effective May 1, 2010, Columbia Management serves as the U.S. asset management brand of insurance brokerage Ameriprise Financial. Ameriprise bought the long-term Columbia business from Bank of America (BofA kept the money market business) for about $1 billion.

    Columbia is now largely swallowing Ameriprise's prior proprietary asset management brand, RiverSource. (Ameriprise still uses the RiverSource brand for non-asset management products like annuities and life, health and disability insurance.)

    Prior to the Ameriprise merger, Columbia Funds was already a conglomeration of a number of fund families brought under one roof through a number of deals. That includes the merger between Fleet Bank and BofA. Fleet had earlier acquired Liberty Financial, whose fund brands range from the Acorn Fund (Wanger Asset Mgmt) to the 1784 Funds which had earlier absorbed the BayFunds.
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    Key People:
    Ted Truscott
    CEO, Columbia Management
    Joe Kringdon
    Managing Director, Head of Intermediary Distribution, Columbia Management
    Kevin Connaughton
    President, Mutual Funds, Columbia Management
    Christopher Thompson
    Senior Managing Director--Head of US Retail Client Group, AllianceBernstein
    Colin Moore
    Global Chief Investment Officer, Columbia Threadneedle Investments
    Dan Beckman
    Head of US Product, Columbia Threadneedle Investments
    Dan Steele
    National Sales Manager - Defined Contribution Investment, Columbia Threadneedle
    Jeff Peters
    Head of Institutional Distribution, Columbia Management
    Amy Unckless
    Chief Administrative Officer, Columbia Management
    Anwiti Bahuguna
    Senior PM, Columbia Threadneedle Investments
    Marie Schofield
    Chief Economist and Senior Portfolio Manager , Columbia Threadneedle Investments
    Story Archive for Columbia Threadneedle Investments
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    8/16/2013 Regulators Knuckle Down on Alts MFWire.com
    8/14/2013 The Next Gig for the Week of August 12 MFWire.com
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    6/13/2013 Columbia and Threadneedle Share Personnel On a Fund MFWire.com
    6/5/2013 Morningstar Hearts Three EM Funds MFWire.com
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