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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.
    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
    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
    Published On Story Headline Publication
    5/5/2022 The 17 Best Fund Firms For Diversity MFWire.com
    4/18/2022 Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak MFWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/15/2022 Schwab Four-Peats As Large Firms' Marketshare Rises MFWire.com
    12/16/2021 20 Years, $2.628B AUM MFWire.com
    12/9/2021 23 Fund Firms Win Big MFWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    8/5/2021 A $1.3B-AUM Fund Reaches a Silver Milestone MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    10/8/2020 Next Summer, a Beantown Fund Firm Will Move MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    1/23/2020 Steele Brings a Carolina KPA Back to the Provider Side 401kWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    11/18/2019 Week In Preview, November 18-24 MFWire.com
    10/21/2019 Passive Inflows Double In Two Months MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    6/10/2019 A Columbia Wholesaling Vet Enters Retirement MFWire.com
    5/23/2019 Hobbs Hires Two and Creates a Key DC I-O Role 401kWire.com
    3/12/2019 Passive Inflows Drive February Growth MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    2/21/2019 Flows Rebound, and Vanguard Retakes the Lead MFWire.com
    2/1/2019 ETF Titans Lead an Award Race MFWire.com
    1/31/2019 Who Gained Market Share In 2018? MFWire.com
    1/25/2019 Expect Miracles Takes Manhattan For a Fifth Time MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    11/21/2018 Four Years In, a Top Distro Exec Leaves Columbia MFWire.com
    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
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