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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
Morgan Stanley Brings on an ETF Marketer
The new hire previously hailed from Columbia Threadneedle...
MutualFundWire.com - Friday, November 25, 2022
Invesco and 15 Other Firms Win Big In NYC
A trade group's team celebrates the winners of its 26th annual awards...
MutualFundWire.com - Monday, November 07, 2022
Week In Preview, October 24 - October 30
This week, the teams at Charles Schwab, Expect Miracles, and IDC are hosting events...
MutualFundWire.com - Monday, October 24, 2022
20 Years, $1.4B In AUM
A $598-billion-AUM firm's team celebrates a big milestone for a fund...
MutualFundWire.com - Tuesday, October 18, 2022
These Firms' Flows Improved By $26B In Two Months
The M* team updates U.S. flows data for August 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, September 19, 2022
Fundsters Golf to Support DEI
90 golfers participated in the charity fundraiser, and additional industry insiders attended the associated dinner...
MutualFundWire.com - Tuesday, September 13, 2022 Views - Reader Rating: 5
Schwab's Inflows Triple to $4.605B
The M* team updates U.S. flows data for July 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, August 15, 2022 Views
Week In Preview, July 25 - July 31
This week, the teams at Charles Schwab, Expect Miracles, IMEA, and LPL are hosting events...
MutualFundWire.com - Monday, July 25, 2022 Views
The 17 Best Fund Firms For Diversity
A business magazine lauds 500 employees, including a number in the mutual fund business...
MutualFundWire.com - Thursday, May 05, 2022 Views
Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak
The M* team updates U.S. flows data for March 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, April 18, 2022 Views
Fidelity Leads As 97 Fund Firms Win Big
An industry research organization's team reveals the winners of their 2022 fund awards...
MutualFundWire.com - Thursday, March 10, 2022 Views
Bathon Hires a Journalist-Turned-Fund-Research-Vet
The exec will serve as director of research at the Beantown consulting and research ally to fundsters...
MutualFundWire.com - Wednesday, March 09, 2022 Views - Reader Rating: 5
Five Join an Industry Charity's Board
The cancer-fighting group's team is also gearing up for what could be their biggest fundraiser yet...
MutualFundWire.com - Wednesday, March 02, 2022 Views - Reader Rating: 5
Passive Inflows Plunge By $74B, And ...
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, February 25, 2022 Views
Schwab Four-Peats As Large Firms' Marketshare Rises
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, February 15, 2022 Views
Expect Miracles Keeps In Touch and Tackles Financial Literacy
The cancer-fighting charity is also preparing to kick off its 2022 in-person events with a March celebration...
MutualFundWire.com - Friday, January 28, 2022 Views
20 Years, $2.628B AUM
A $714B-AUM fund firm's team celebrates a big anniversary...
MutualFundWire.com - Thursday, December 16, 2021 Views
23 Fund Firms Win Big
A trade group reveals the winners of its 25th annual awards...
MutualFundWire.com - Thursday, December 09, 2021 Views
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 Views
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 Views
500 Fundster Volunteers, 35 Committees
A 59-year-old industry trade group kicks off its virtual annual conference...
MutualFundWire.com - Wednesday, October 06, 2021 Views - 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 Views
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
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