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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
    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
    Senior Vice President, National Sales Manager, Private Client Advisory, DC I-O, and Subadvised, Columbia Threadneedle Investments
    Story Archive for Columbia Threadneedle Investments
    Published On Story Headline Publication
    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
    11/19/2010 32. Mike Jones MFWire.com
    11/19/2010 McQuaid Plans to Take a Breather MFWire.com
    10/27/2010 Reynolds Backs Franks' Re-Election Bid MFWire.com
    10/5/2010 DWS Pries Diamond Away from UBS MFWire.com
    9/30/2010 Columbia Heads to Franklin MFWire.com
    9/28/2010 Columbia Puts a Number on Fund Shareholder Savings MFWire.com
    8/19/2010 The Remade Columbia Sports a Streamlined 401k-Targeted Product List 401kWire.com
    8/19/2010 Columbia Plans 62 Fund Mergers MFWire.com
    8/17/2010 Columbia Plans to Add 150 Jobs MFWire.com
    8/16/2010 Will BofA Part with BlackRock? MFWire.com
    8/12/2010 Columbia to Swallow a RiverSource Closed-Ender MFWire.com
    7/29/2010 Ameriprise Continues Integrating Columbia, 'On Schedule and On Budget' MFWire.com
    7/16/2010 PM Changes at Morgan Stanley, ING and Columbia MFWire.com
    7/9/2010 Fund Filings, Launches and PM Switches: July 9, 2010 MFWire.com
    6/14/2010 B-Gone, Back-End Loads MFWire.com
    5/4/2010 Coming This Fall: More Columbia Ads MFWire.com
    5/3/2010 Bells Ring for Ameriprise and Columbia MFWire.com
    4/30/2010 DC I-O Lineups Change at BlackRock, Columbia and Goldman MFWire.com
    4/27/2010 Columbia Counts Down to May Day MFWire.com
    4/16/2010 Net Revenue More than Doubles at Columbia MFWire.com
    3/11/2010 Columbia Lures a Putnam Exec MFWire.com
    3/11/2010 Ex-Columbia Execs Score a Court Victory MFWire.com
    2/24/2010 How Much M&A Will 2010 Bring? MFWire.com
    2/23/2010 Will BofA Mark the Columbia Money Funds? MFWire.com
    1/20/2010 On the Verge of an Ownership Change, a Fund Firm Returns to the Black MFWire.com
    1/5/2010 A Key RiverSource Exec Will Move On Post-Deal MFWire.com
    11/19/2009 BofA Holds on to Columbia's Money Funds MFWire.com
    11/13/2009 Ameriprise Reveals Distribution Leadership at the Combined Company MFWire.com
    10/22/2009 The Columbia Deal Has Cost Ameriprise $3 Million So Far MFWire.com
    10/16/2009 Columbia's Q3 Net Loss Shrinks MFWire.com
    10/2/2009 Ameriprise May Merge Some Fund Boards MFWire.com
    10/1/2009 Columbia Sells: A Day Later MFWire.com
    9/30/2009 Post-Columbia: Ameriprise Keeps its A as Lewis Leaves BofA MFWire.com
    9/30/2009 BofA Finally Sells Columbia MFWire.com
    9/18/2009 Columbia Gives Moore Duties to a C-Level Exec MFWire.com
    9/17/2009 Sun Life Lures a Top Columbia Manager MFWire.com
    9/1/2009 Ameriprise Preps to Buy Columbia MFWire.com
    8/18/2009 Columbia Funds Founder Dies MFWire.com
    8/6/2009 Keith Banks to Stick With Columbia Through the 'Transition' MFWire.com
    8/3/2009 Krawcheck May be Next in Line at BofA MFWire.com
    7/27/2009 As Columbia's Two-Part Sale Nears, Where's Invesco? MFWire.com
    7/24/2009 First Circuit Reconsiders a Market Timing Defeat for Two Columbia Alums MFWire.com
    7/17/2009 Columbia Sale May Complete 'In Days' MFWire.com
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