|
All our 23,130 stories are here...Call 212-331-8995 to add to the pile
|
Get MFWire Alerts
|
|
|
MFWire: Columbia Threadneedle, Columbia Acorn
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
|
|
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.
|
|
Sponsored Opportunities
|
|
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 | 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 | Joe Feloney
Managing Director, Private Wealth & Trust, Jackson National Life Distributors, LLC |
|
|
|
Story Archive for Columbia Threadneedle Investments
|
|
Published On
|
|
Story Headline
|
Publication |
|
10/25/2018
|
|
What Kind of Deals Is Columbia's Parent Looking For?
|
MFWire.com
|
|
10/10/2018
|
|
SSgA Rebounds, and Vanguard's Flows Double
|
MFWire.com
|
|
10/10/2018
|
|
Aberdeen Standard's STAR Shines In Chi-Town
|
MFWire.com
|
|
10/8/2018
|
|
Week In Preview, October 8-14
|
MFWire.com
|
|
10/1/2018
|
|
Week In Preview, October 1-7
|
MFWire.com
|
|
9/14/2018
|
|
GSAM Roars, and BlackRock Retakes the Lead
|
MFWire.com
|
|
8/13/2018
|
|
Flows Brighten, and Passive Titans Lead
|
MFWire.com
|
|
6/11/2018
|
|
Week In Preview, June 11-17
|
MFWire.com
|
|
5/30/2018
|
|
BlackRock Beat Vanguard Last Month
|
MFWire.com
|
|
5/23/2018
|
|
ICI's Diamond GMM, Day Two
|
MFWire.com
|
|
5/21/2018
|
|
Week In Preview, May 21-28
|
MFWire.com
|
|
4/30/2018
|
|
Week in Preview, April 30-May 6
|
MFWire.com
|
|
4/25/2018
|
|
This Asset Manager's Public Parent Is Still On the Hunt
|
MFWire.com
|
|
4/11/2018
|
|
Active Share Catches a Regulator's Eye
|
MFWire.com
|
|
2/28/2018
|
|
Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
|
MFWire.com
|
|
1/25/2018
|
|
Two Fund Firms, One $555B Year
|
MFWire.com
|
|
1/8/2018
|
|
BlackRock Leads the ETF Strategist Pack in Q3 Growth
|
MFWire.com
|
|
1/3/2018
|
|
A 30-Year Columbia Vet Helps Launch a Private Wealth Group
|
MFWire.com
|
|
12/7/2017
|
|
Columbia Threadneedle Stands By a Fruitful But Changing Partnership
|
401kWire.com
|
|
12/6/2017
|
|
John Carl Transforms RLC While Changing a Key Alliance
|
401kWire.com
|
|
11/27/2017
|
|
Guggenheim Rocks October as Two Titans Keep Gobbling
|
MFWire.com
|
|
11/27/2017
|
|
Week In Preview, November 27-December 3
|
MFWire.com
|
|
11/6/2017
|
|
Week In Preview, November 6-12
|
MFWire.com
|
|
10/23/2017
|
|
Week In Preview - October 23-29
|
MFWire.com
|
|
10/13/2017
|
|
New Fund Fuss - October 13, 2017
|
MFWire.com
|
|
10/9/2017
|
|
The ETF Strategist Space Crowns a New King
|
MFWire.com
|
|
10/9/2017
|
|
Week In Preview, October 9-15
|
MFWire.com
|
|
9/26/2017
|
|
Follow the Fundsters - September 26, 2017
|
MFWire.com
|
|
9/21/2017
|
|
Filings For Fundsters - September 21, 2017
|
MFWire.com
|
|
9/5/2017
|
|
Filings For Fundsters - September 5, 2017
|
MFWire.com
|
|
8/21/2017
|
|
Vanguard and BlackRock Eclipse the Competition, Again
|
MFWire.com
|
|
7/24/2017
|
|
Week In Preview, July 24-30
|
MFWire.com
|
|
7/17/2017
|
|
Week In Preview, July 17-23
|
MFWire.com
|
|
7/13/2017
|
|
20 Fund Firms Team Up With LPL For a New Mini-Mart
|
MFWire.com
|
|
7/6/2017
|
|
AmCentury Shortens an Alt Fund's Subadvisor Lineup
|
MFWire.com
|
|
6/29/2017
|
|
Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In
|
MFWire.com
|
|
6/14/2017
|
|
Follow the Fundsters - June 14, 2017
|
MFWire.com
|
|
6/12/2017
|
|
Filings for Fundsters - June 12, 2017
|
MFWire.com
|
|
5/30/2017
|
|
Week In Preview, May 30-June 4
|
MFWire.com
|
|
5/17/2017
|
|
Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
|
MFWire.com
|
|
5/5/2017
|
|
ICI GMM 2017 Wrap Up
|
MFWire.com
|
|
5/1/2017
|
|
Week In Preview: ICI GMM and More
|
MFWire.com
|
|
4/17/2017
|
|
Week In Preview: Fundsters Gather in NYC and Directors in DC
|
MFWire.com
|
|
3/27/2017
|
|
18 ETF Shops Double Their AUM, Or Better
|
MFWire.com
|
|
3/24/2017
|
|
Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
|
MFWire.com
|
|
3/17/2017
|
|
13 Fund Firms Had a $1B February
|
MFWire.com
|
|
3/16/2017
|
|
Truscott Shifts Columbia's RIA Distro
|
MFWire.com
|
|
3/2/2017
|
|
Who Will Lead This $460B Shop's DC I-O Team?
|
401kWire.com
|
|
2/15/2017
|
|
A Deep Dive Into Fidelity's New Platform
|
MFWire.com
|
|
1/27/2017
|
|
Filings for Fundsters - January 27, 2017
|
MFWire.com
|
|
1/20/2017
|
|
Will You Help Elizabeth Warren Save the Fiduciary Reg?
|
MFWire.com
|
|
12/30/2016
|
|
In Memoriam 2016
|
MFWire.com
|
|
11/29/2016
|
|
The Race For Pioneer Comes Down to Three
|
MFWire.com
|
|
11/25/2016
|
|
Filings for Fundsters - November 25, 2016
|
MFWire.com
|
|
11/14/2016
|
|
UniCredit Shops Pioneer: A Timeline
|
MFWire.com
|
|
11/10/2016
|
|
Will Columbia Threadneedle Win Round Two of This Multinational Auction?
|
MFWire.com
|
|
10/25/2016
|
|
Fundsters Meet in Beantown as Directors Meet in Chitown
|
MFWire.com
|
|
10/19/2016
|
|
Aberdeen and OpFunds Win Big in Chicago
|
MFWire.com
|
|
9/21/2016
|
|
Filing for Fundsters - September 21, 2016
|
MFWire.com
|
|
9/8/2016
|
|
Filings for Fundsters - September 8, 2016
|
MFWire.com
|
|
8/24/2016
|
|
Here Are the Nine Fund Firms On LPL's New NTF Platform
|
MFWire.com
|
|
8/19/2016
|
|
Preview of LPL Focus 2016
|
MFWire.com
|
|
8/18/2016
|
|
Filings For Fundsters - August 18, 2016
|
MFWire.com
|
|
7/20/2016
|
|
Pondering Columbia Threadneedle's Multiboutique Feel
|
MFWire.com
|
|
5/17/2016
|
|
ICI GMM 2016 Is About to Begin
|
MFWire.com
|
|
5/11/2016
|
|
Truscott Builds and Buys Into Smart Beta
|
MFWire.com
|
|
3/23/2016
|
|
101 Fund Families Win in Gotham
|
MFWire.com
|
|
3/2/2016
|
|
Columbia's Second Founder Dies
|
MFWire.com
|
|
2/5/2016
|
|
GE Likes a Suitor
|
MFWire.com
|
|
1/19/2016
|
|
Which Fund Firm Won 2015?
|
MFWire.com
|
|
10/19/2015
|
|
For the First Time In 2015, Somebody Beat Vanguard
|
MFWire.com
|
|
9/30/2015
|
|
Columbia Takes Over Its Own Four-Star Fund
|
MFWire.com
|
|
8/11/2015
|
|
28 Fund Firms Are Paying Morgan Stanley At Least $1MM
|
MFWire.com
|
|
6/18/2015
|
|
WisdomTree and SEI Won Big In May
|
MFWire.com
|
|
6/8/2015
|
|
16 Fund Firms Meet This Fantastic M* Threshold
|
MFWire.com
|
|
5/19/2015
|
|
111 Percent of Net Inflows Last Month Went Into Just Two Firms
|
MFWire.com
|
|
4/17/2015
|
|
7 Titans Swallow 88 Percent of Inflows
|
MFWire.com
|
|
4/1/2015
|
|
Cap Group, Fidelity, and Pimco Break Out the Champagne
|
MFWire.com
|
|
3/27/2015
|
|
And the Winners Are ... Empower, Vanguard, and Many More
|
MFWire.com
|
|
2/26/2015
|
|
Fundsters Take Three Spots On an Overpaid CEOs List
|
MFWire.com
|
|
2/18/2015
|
|
Columbia Is Seriously Committed to Alts
|
MFWire.com
|
|
1/12/2015
|
|
Columbia Threads the Branding Needle
|
MFWire.com
|
|
10/22/2014
|
|
OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown
|
MFWire.com
|
|
8/1/2014
|
|
Columbia's Intermediary Distro Is Now In the Hands of a Pioneer Alum
|
MFWire.com
|
|
7/31/2014
|
|
Cracchiolo Is About to Make a Big Hire at Columbia
|
MFWire.com
|
|
2/14/2014
|
|
Columbia Hires TCW, Loomis for Subadvising
|
MFWire.com
|
|
1/8/2014
|
|
Former J. W. Seligman CIO Dies at 49
|
MFWire.com
|
|
12/30/2013
|
|
The 13 Fund Firms that Got the Most Ink in 2013
|
MFWire.com
|
|
9/4/2013
|
|
Columbia Updates the PM List For a Seligman Fund
|
MFWire.com
|
|
8/26/2013
|
|
Three Things to Know About Columbia From Ameriprise's Q2 2013 Earnings
|
MFWire.com
|
|
8/16/2013
|
|
Regulators Knuckle Down on Alts
|
MFWire.com
|
|
8/14/2013
|
|
The Next Gig for the Week of August 12
|
MFWire.com
|
|
6/18/2013
|
|
ETF Shops Want More Active Management
|
MFWire.com
|
|
6/13/2013
|
|
Columbia and Threadneedle Share Personnel On a Fund
|
MFWire.com
|
|
6/5/2013
|
|
Morningstar Hearts Three EM Funds
|
MFWire.com
|
|
6/4/2013
|
|
Analysts Shuffle on Seligman Communications & Information Fund
|
MFWire.com
|
|
5/31/2013
|
|
Columbia Assumes PM Duties of an International Fund
|
MFWire.com
|
|
5/29/2013
|
|
Ameriprise Says Goodbye to a Top Asset Management Exec
|
MFWire.com
|
|
4/23/2013
|
|
Three Things to Know From Ameriprise's Earnings
|
MFWire.com
|
|
3/25/2013
|
|
A $50B Firm Wants a Director of Subadvisors
|
MFWire.com
|
|
3/1/2013
|
|
OpFunds Hires an Ex-Columbia Team
|
MFWire.com
|
|
2/19/2013
|
|
Three Things to Know from Ameriprise's Asset Management Plans for 2013
|
MFWire.com
|
|
2/15/2013
|
|
Stork and Reaper for the Week of February 11, 2013
|
MFWire.com
|
|
1/18/2013
|
|
Three Funds Veer Into CFTC Territory
|
MFWire.com
|
|
1/17/2013
|
|
Will Active ETFs Save the Stock Fund Biz?
|
MFWire.com
|
|
1/14/2013
|
|
The Star Trib Wonders If Columbia Can Stop the Bleeding
|
MFWire.com
|
|
12/11/2012
|
|
Salesperson Wanted for Private Wealth Channel
|
MFWire.com
|
|
12/7/2012
|
|
Is Your Shop on The Nice List or the Naughty One?
|
MFWire.com
|
|
12/3/2012
|
|
M* Focuses on Floundering Funds
|
MFWire.com
|
|
11/23/2012
|
|
Columbia's Parent Still Faces a 401k Suit
|
MFWire.com
|
|
10/25/2012
|
|
Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA
|
MFWire.com
|
|
10/22/2012
|
|
Barron's Reviews the Recent Target Date Closings
|
MFWire.com
|
|
10/9/2012
|
|
Columbia Overhauls Its R Shares
|
MFWire.com
|
|
9/21/2012
|
|
Stork and Reaper for September 21, 2012
|
MFWire.com
|
|
9/7/2012
|
|
Columbia PMs Managing $6.2B Retire
|
MFWire.com
|
|
8/23/2012
|
|
Mutual Funds Lean on ETFs
|
MFWire.com
|
|
8/22/2012
|
|
Ameriprise's CD-Fund Arm Names a New Boss
|
MFWire.com
|
|
8/20/2012
|
|
Columbia Files for New Active ETFs
|
MFWire.com
|
|
8/16/2012
|
|
Stork and Reaper for August 16, 2012
|
MFWire.com
|
|
8/14/2012
|
|
Fed Says Mutual Funds Needed Support
|
MFWire.com
|
|
7/18/2012
|
|
Stork and Reaper for July 18, 2012
|
MFWire.com
|
|
7/5/2012
|
|
GSAM to Close Up Target-Date Mutual Funds
|
MFWire.com
|
|
6/26/2012
|
|
Columbia Fund Gets a New Name
|
MFWire.com
|
|
6/22/2012
|
|
Three Influential Funds, Three New Bosses
|
MFWire.com
|
|
6/14/2012
|
|
Columbia, Fidelity and SSgA Challenge BlackRock and Goldman
|
MFWire.com
|
|
5/22/2012
|
|
An Ex-Seligman PM Pleads Guilty to Securities Fraud and Conspiracy
|
MFWire.com
|
|
5/11/2012
|
|
Three Columbia PMs Replace Two
|
MFWire.com
|
|
5/11/2012
|
|
Vanguard Execs Cut Fees in a 529
|
MFWire.com
|
|
4/25/2012
|
|
Columbia's Outflows Continued in Q1
|
MFWire.com
|
|
3/9/2012
|
|
Beth Brown Bids Columbia Adieu
|
MFWire.com
|
|
2/28/2012
|
|
Pimco Outperformed its Fellow Mutual Fund Family Titans
|
MFWire.com
|
|
2/14/2012
|
|
Deutsche Shortens its Shortlist for DWS
|
MFWire.com
|
|
2/9/2012
|
|
Two Bidders Walk Away From Deutsche Bank
|
MFWire.com
|
|
2/2/2012
|
|
Columbia's Net Outflows Climb
|
MFWire.com
|
|
1/20/2012
|
|
At Least Three Finalists Circle DWS' Parent
|
MFWire.com
|
|
1/12/2012
|
|
Two Boston Fund Firms Join the Blogosphere
|
MFWire.com
|
|
1/5/2012
|
|
A PM Swap Helps Magellan With Morningstar
|
MFWire.com
|
|
12/1/2011
|
|
Four Firms Vie for DeAM
|
MFWire.com
|
|
11/15/2011
|
|
Vanguard Dominates Morningstar's New Ratings
|
MFWire.com
|
|
10/4/2011
|
|
Recordkeepers Dominate Another Top 401k Funds List
|
MFWire.com
|
|
8/22/2011
|
|
Columbia Unveils a Pair of Funds
|
MFWire.com
|
|
5/23/2011
|
|
Columbia is Now in the ETF Business
|
MFWire.com
|
|
5/13/2011
|
|
Threadneedle Will Power a New Columbia Fund
|
MFWire.com
|
|
5/9/2011
|
|
Is Larry Fink Number 14 or Number 16?
|
MFWire.com
|
|
4/15/2011
|
|
It's Official: Grail Advisors is Sold
|
MFWire.com
|
|
4/7/2011
|
|
What's Next on Columbia's Absolute Return Plate?
|
MFWire.com
|
|
4/4/2011
|
|
Columbia Asks Advisors to Consider 'An Alternative Path'
|
MFWire.com
|
|
3/28/2011
|
|
Columbia Adds a Sub-Advisor to an Acquiring Fund
|
MFWire.com
|
|
3/15/2011
|
|
Japan's Quake Doesn't Shake U.S. Managers
|
MFWire.com
|
|
11/29/2010
|
|
An AMG Affiliate and Columbia Were Also Kinnucan Clients
|
MFWire.com
|
|
|
|
|
Raw XML
