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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
BlackRock Leads the ETF Strategist Pack in Q3 Growth
BlackRock dominated ETF strategist growth in the third quarter and has surpassed Windhaven in asset size. ..
MutualFundWire.com - Monday, January 08, 2018
A 30-Year Columbia Vet Helps Launch a Private Wealth Group
He's now part of annuity giant's first efforts in the private wealth and trust channel...
MutualFundWire.com - Wednesday, January 03, 2018 - Reader Rating: 5
Trump Has His Eye On Two Top Pimco Vets
A dark horse Pimco alumnus did not land the President's nomination to take over the Fed next year, but two other Pimco-connected execs are rumored to be in the running for the Fed's number two spot...
MutualFundWire.com - Thursday, December 28, 2017
Trump's SEC and EBSA Picks Got Early Christmas Presents on the Hill
The tax bill isn't the only thing the Senate approved last week...
MutualFundWire.com - Tuesday, December 26, 2017
Guggenheim Rocks October as Two Titans Keep Gobbling
Two firms continue to dominate net inflows for mutual funds and ETFs, yet they weren't the only ones who had a big month...
MutualFundWire.com - Monday, November 27, 2017
Week In Preview, November 27-December 3
Hennessy Funds and High Water Women are both coming to the Big Apple this week...
MutualFundWire.com - Monday, November 27, 2017
At $50B and Counting, a Fund-in-a-Box Shop Phases In a New Effort
A mutual fund series trust and back-office provider has formed a relationship management team to give its clients a day-to-day point of contact...
MutualFundWire.com - Friday, November 24, 2017
A 19-Year Waddell Vet Succeeds Butch at Ivy
Tom Butch is leaving the Midwestern fund firm and its brokerage parent. Phil Sanders has promoted a pair of execs to fill Butch's shoes...
MutualFundWire.com - Wednesday, November 22, 2017
Week In Preview, 11/13 - 11/19
This week the Charles Schwab, Investments & Wealth Institute, Osney, and T. Rowe Price teams will host events...
MutualFundWire.com - Monday, November 13, 2017
Week In Preview, November 6-12
Baron Funds, DST kasina, the Expect Miracles Foundation, an ETF startup, the ICI, InvestmentNews, the MFEA, and the New York Financial Writers' Association are all hosting events this week...
MutualFundWire.com - Monday, November 06, 2017
OppFunds and Columbia Threadneedle Win Big in Chitown
Last night was also a big night for Aberdeen Standard, Franklin Templeton, Hennessy, J.P. Morgan, John Hancock, Matthews Asia, Saturna Capital, T. Rowe Price and 26 other firms...
MutualFundWire.com - Thursday, October 26, 2017 Views
Week In Preview - October 23-29
DST kasina, Eaton Vance, FIASI, IDC, Informa, MFEA, M*, and Opal Group are all hosting events this week...
MutualFundWire.com - Monday, October 23, 2017
New Fund Fuss - October 13, 2017
A roundup of recent launches and other industry news...
MutualFundWire.com - Friday, October 13, 2017
Follow the Fundsters - October 12, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com - Thursday, October 12, 2017
The ETF Strategist Space Crowns a New King
Mutual fund and ETF giants now lead another niche by AUM...
MutualFundWire.com - Monday, October 09, 2017 Views
Week In Preview, October 9-15
AIMSE, Carson Group Coaching, Expect Miracles, Irish Funds, and Tiburon are all hosting events this week...
MutualFundWire.com - Monday, October 09, 2017
Filings For Fundsters 10-6-2017
MutualFundWire.com - Friday, October 06, 2017
Follow the Fundsters - September 26, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com - Tuesday, September 26, 2017
Filings For Fundsters - September 21, 2017
The latest mutual fund industry filings with the SEC .....
MutualFundWire.com - Thursday, September 21, 2017
An ETF Shop Bets on Blockchain
A publicly traded asset manager in Texas makes a strategic investment into a firm north of the border...
MutualFundWire.com - Tuesday, September 19, 2017
Filings For Fundsters - September 5, 2017
The latest mutual fund filings .....
MutualFundWire.com - Tuesday, September 05, 2017 Views
Week In Preview, 9/5-10
It's almost 401(k) day!..
MutualFundWire.com - Tuesday, September 05, 2017
Vanguard and BlackRock Eclipse the Competition, Again
An analysis on the flows of the top 50 fund firms in the industry. ..
MutualFundWire.com - Monday, August 21, 2017 Views
Filings for Fundsters - August 21, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, August 21, 2017 Views
A Utah Fund Firm Shutters
The five-year-old shop also liquidated its sole mutual fund...
MutualFundWire.com - Monday, August 07, 2017 Views
Week In Preview, July 24-30
In less than a week, thousands of FAs and fundsters will converge in Beantown...
MutualFundWire.com - Monday, July 24, 2017 Views
Week In Preview, July 17-23
401k plan advisors are pulling a Jimmy Stewart and going to Washington...
MutualFundWire.com - Monday, July 17, 2017 Views
A $10.7B Shop Hunts for Subadvisory Biz After a Win
The Chi-Town asset manager is now one of three subadvisors on the fund.....
MutualFundWire.com - Thursday, July 13, 2017
20 Fund Firms Team Up With LPL For a New Mini-Mart
The Mutual Fund Only platform will be available to LPL advisors and institutions in early 2018.....
MutualFundWire.com - Thursday, July 13, 2017 Views
Filings for Fundsters - July 10, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, July 10, 2017
AmCentury Shortens an Alt Fund's Subadvisor Lineup
Four companies now subadvise the fund which has $55.6M in AUM...
MutualFundWire.com - Thursday, July 06, 2017
Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In
M* release fund flow data for May 2017...
MutualFundWire.com - Thursday, June 29, 2017 Views
Has Trump Picked Someone For That Final SEC Commish Spot?
A Columbia law professor is reportedly the "leading contender" for the open Democratic seat atop the regulatory agency...
MutualFundWire.com - Thursday, June 29, 2017
20 Months Later, Trump Might Pick a Familiar SEC Nominee
To fill one of the two open spots on the commission, word is that the President is likely to choose an academic who worries about the consolidating B-D world and the DoL rule...
MutualFundWire.com - Tuesday, June 20, 2017
Follow the Fundsters - June 14, 2017
Hires, fires, and the like!..
MutualFundWire.com - Wednesday, June 14, 2017 Views
Will an ICI-Adjacent SEC Vet Replace Grim?
Jay Clayton has reportedly picked a new chief for the regulatory agency's division of investment management. And the last name should ring some bells for fundsters...
MutualFundWire.com - Thursday, June 08, 2017 Views
Week In Preview, May 30-June 4
Advisors in Sin City, fixed income folk in Gotham, and 401(k) recordkeepers outside our nation's capital...
MutualFundWire.com - Tuesday, May 30, 2017 Views
Langlois Joins a Fidelity Subsidiary
The Fidelity exec left early this month. ..
MutualFundWire.com - Thursday, May 18, 2017 Views
Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
M* releases its latest monthly fund flows report...
MutualFundWire.com - Wednesday, May 17, 2017 Views
ICI GMM 2017 Wrap Up
After two days of sessions and networking, the mutual fund industry trade group's flagship Washington, D.C. conference will wind down this morning after a regulatory discussion from the chief and more...
MutualFundWire.com - Friday, May 05, 2017 Views
Who Will Gilbert Bolt On Next?
The Aberdeen chief talks on the main stage at the ICI GMM and hints at his plans for all that free cash flow after Aberdeen and Standard Life...
MutualFundWire.com - Thursday, May 04, 2017 Views
The Institutionalization of Retail Is Accelerating
Fundster panelists on the ICI GMM main stage speak about the future of asset management...
MutualFundWire.com - Thursday, May 04, 2017 Views
Truscott Rallies Fundsters to Strengthen the Retirement System
The Columbia Threadneedle chief and current ICI board chair speaks at the trade group's giant annual GMM...
MutualFundWire.com - Wednesday, May 03, 2017
Week In Preview: ICI GMM and More
Paul Schott Stevens and his team are bringing fundsters back to D.C. this week. AIMSE, Envestnet, Gerstein Fisher, IMCA, and the PSCA are also holding events...
MutualFundWire.com - Monday, May 01, 2017 Views
Week In Preview: Fundsters Gather in NYC and Directors in DC
FRA, kasina, MFDF, and NAGDCA are all holding events this week...
MutualFundWire.com - Monday, April 17, 2017 Views
18 ETF Shops Double Their AUM, Or Better
Nearly one quarter of the ETF issuers in the business increased their assets by at least 100 percent in 2016. And seven of those fast-growing shops have more than $1 billion in AUM...
MutualFundWire.com - Monday, March 27, 2017 Views
Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards...
MutualFundWire.com - Friday, March 24, 2017 Views - Reader Rating: 3
A Fund-Selector-Focused Startup Comes A-Knockin'
This European tool could provide an upgrade to how fund selectors in the U.S. perform due diligence...
MutualFundWire.com - Friday, March 17, 2017 Views
13 Fund Firms Had a $1B February
M* released its latest monthly mutual fund flows report...
MutualFundWire.com - Friday, March 17, 2017 Views
Truscott Shifts Columbia's RIA Distro
The move comes as a 30-year company veteran is preparing to leave the Ameriprise subsidiary...
MutualFundWire.com - Thursday, March 16, 2017 Views
Is This the Biggest Threat to the Mutual Fund Industry?
Fundsters vote on what keeps them up at night, both industry issues and world ones...
MutualFundWire.com - Wednesday, March 15, 2017 Views
PwC and Northern Trust Help Fundsters Say Goodbye to Palm Desert
The final day of the 2017 ICI MFIM conference begins, after a final night of industry networking events at what will be the last such conference here, at least for a few years...
MutualFundWire.com - Wednesday, March 15, 2017 Views
Sloane Expands USAA's Key Account and Investment Resource Teams
The Texas mutual fund shop's third-party distro chief welcomes two more people to his team...
MutualFundWire.com - Thursday, February 16, 2017 Views
A Deep Dive Into Fidelity's New Platform
MFWire reveals pricing and possible participants for the new "iNTF program". More than 30 firms and 1,100 CUSIPs are already available, and Carolyn Clancy says they're looking to add even more...
MutualFundWire.com - Wednesday, February 15, 2017 Views
IMCA Gathers During a Big Apple Blizzard
The investment management consulting trade group kicks off its 2017 investment advisor forum today...
MutualFundWire.com - Thursday, February 09, 2017 Views
Filings for Fundsters - February 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, February 03, 2017 Views
Filings for Fundsters - January 27, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, January 27, 2017 Views
In Memoriam 2016
MFWire remembers the fundsters we lost this year...
MutualFundWire.com - Friday, December 30, 2016 Views - Reader Rating: 5
The Race For Pioneer Comes Down to Three
The field has reportedly narrowed to a trio of bidders in UniCredit's auction of its multinational asset management arm...
MutualFundWire.com - Tuesday, November 29, 2016 Views
Filings for Fundsters - November 25, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, November 25, 2016 Views
UniCredit Shops Pioneer: A Timeline
The latest updates on UniCredit's Pioneer deal!..
MutualFundWire.com - Monday, November 14, 2016 Views
Will Columbia Threadneedle Win Round Two of This Multinational Auction?
Word is that the latest bids for a $252B asset manager were due yesterday...
MutualFundWire.com - Thursday, November 10, 2016 Views
Fundsters Meet in Beantown as Directors Meet in Chitown
The IDC and Informa are both kicking off conferences today...
MutualFundWire.com - Tuesday, October 25, 2016 Views
Aberdeen and OpFunds Win Big in Chicago
Fundsters gathered last night in the Windy City for an industry trade group's annual awards bash...
MutualFundWire.com - Wednesday, October 19, 2016 Views
An ETF and Mutual Fund Reporter Refocuses Elsewhere
The WSJ makes several financial services reporter additions, including one from a sister publication...
MutualFundWire.com - Thursday, October 13, 2016 Views
Filing for Fundsters - September 21, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, September 21, 2016 Views
Filings for Fundsters - September 8, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Thursday, September 08, 2016 Views
Filings for Fundsters - August 24, 2016
A compilation of recent SEC filings...
MutualFundWire.com - Wednesday, August 24, 2016 Views
Here Are the Nine Fund Firms On LPL's New NTF Platform
The platform is scheduled to roll out on December 1...
MutualFundWire.com - Wednesday, August 24, 2016 Views - Reader Rating: 5
Preview of LPL Focus 2016
This weekend LPL will kick off its giant annual conference in its West Coast hometown...
MutualFundWire.com - Friday, August 19, 2016 Views
Filings For Fundsters - August 18, 2016
The latest SEC filings in the industry!..
MutualFundWire.com - Thursday, August 18, 2016 Views
Pondering Columbia Threadneedle's Multiboutique Feel
M* digs into the culture of Ameriprise's asset management arm...
MutualFundWire.com - Wednesday, July 20, 2016 Views
A Manning C-Suiter Switches Industries
One of the publicly-traded mutual fund shop's top dogs is leaving after nearly five years with the company...
MutualFundWire.com - Thursday, July 14, 2016 Views
Fundsters Embrace Meta Smart Beta
Barron's highlights the rise of the next generation of strategic beta ETFs...
MutualFundWire.com - Tuesday, July 12, 2016 Views
Vanguard Adds Legal Expert
A former Citi attorney is coming to Vanguard. ..
MutualFundWire.com - Friday, July 08, 2016 Views
As Schroders Does a U.S. Deal, Two Distro Execs Shift
A 10-year company veteran is moving on from the U.S. arm of the publicly-traded, British multinational asset manager. And another distro exec's role is changing...
MutualFundWire.com - Wednesday, June 22, 2016 Views
2016 ICI GMM In Pictures
About 1,500 fundsters gathered last week at the Washington Hilton for the Investment Company Institute's annual conference...
MutualFundWire.com - Monday, May 23, 2016 Views
Donahue Finds Federated's New Sales Chief Within
A 33-year company veteran is retiring, and a 26-year company veteran is rising to take his place...
MutualFundWire.com - Tuesday, May 17, 2016 Views
ICI GMM 2016 Is About to Begin
It's May, and that means fundsters are once again converging on Washington, D.C...
MutualFundWire.com - Tuesday, May 17, 2016 Views
Truscott Builds and Buys Into Smart Beta
Columbia Threadneedle's chief unveils a deal to buy a Gotham ETF shop...
MutualFundWire.com - Wednesday, May 11, 2016 Views
Hooley Does a $485MM SSgA Deal
Ron O'Hanley and his team will take over a $100B AUM asset manager...
MutualFundWire.com - Wednesday, March 30, 2016 Views
101 Fund Families Win in Gotham
Thrivent and TIAA win the top honors at a mutual fund industry award show in New York City...
MutualFundWire.com - Wednesday, March 23, 2016 Views
Columbia's Second Founder Dies
Updated | Jim Rippey's death at the age of 84 comes six and a half years after the death of Columbia Management's other founder, John Inskeep...
MutualFundWire.com - Wednesday, March 02, 2016 Views
Steinmetz Shakes Up OpFunds' C-Suite
Two top execs are heading out amidst a marketing leadership reorg...
MutualFundWire.com - Thursday, February 18, 2016 Views
A Third Partner Joins an Asset Management Recruiting Shop
A Gotham executive search firm that specializes in supporting mutual fund shops and other asset managers just welcomed an institutional distro vet...
MutualFundWire.com - Friday, January 29, 2016 Views
Amboian and Schreier Pass the Reins
Two familiar faces will take over Nuveen, "a centerpiece of TIAA-CREF's global asset management business."..
MutualFundWire.com - Thursday, January 28, 2016 Views
Which Fund Firm Won 2015?
M*'s full-year numbers are in, and Vanguard had a great December and a great year...
MutualFundWire.com - Tuesday, January 19, 2016 Views
Faust's First ETMFs Take One Last Regulatory Step
Watch for the first batch of Eaton Vance's ETF-like funds to launch in Q1 2016...
MutualFundWire.com - Tuesday, December 15, 2015 Views - Reader Rating: 5
Nachmany Shifts As a Cerulli Bigwig Joins Strategic Insight's Parent
Updated | The founder of the research shop has a new title. Meanwhile, the overall company's new chief makes nine appointments, including seven new hires...
MutualFundWire.com - Tuesday, November 24, 2015 Views
For the First Time In 2015, Somebody Beat Vanguard
That's right; the low-cost mutual fund titan only came in second in inflows this month...
MutualFundWire.com - Monday, October 19, 2015 Views
Fundsters Applaud Their STARs
Updated | Industry marketing gurus converged on Chitown last night...
MutualFundWire.com - Friday, October 16, 2015 Views
Columbia Takes Over Its Own Four-Star Fund
In November the Ameriprise asset management arm will bring management of a $70.5-million mutual fund in-house...
MutualFundWire.com - Wednesday, September 30, 2015 Views
Is It Back to Square One For the Russell Spinoff?
The lead bidder, a Chinese firm, is reportedly being investigated by its own government for insider trading...
MutualFundWire.com - Friday, September 25, 2015 Views
Reynolds Snaps Up Another Top Fido Vet, This Time In Tech
Putnam adds to its C-suite...
MutualFundWire.com - Monday, September 14, 2015 Views
Colleagues Step In After a PM's Cycling Accident
A trio takes over a $380MM mutual fund in their injured coworker's stead, for now...
MutualFundWire.com - Tuesday, September 01, 2015 Views
28 Fund Firms Are Paying Morgan Stanley At Least $1MM
The wirehouse release details on its revenue sharing arrangements, for commission-based mutual fund purchases anyway...
MutualFundWire.com - Tuesday, August 11, 2015 Views - Reader Rating: 3
Tambone Expands Alger's Advisor-Facing and Institutional Sales Forces
The Big Apple mutual fund shop's chief makes a pair of new hires, and he has two more positions to fill soon, too...
MutualFundWire.com - Monday, August 10, 2015 Views - Reader Rating: 5
A Key SSgA Exec Joins Bathon
The mutual fund industry consultant hires a veteran of the giant asset manager...
MutualFundWire.com - Thursday, August 06, 2015 Views
Morningstar's 2015 Investment Conference: Seen and Heard
Tschotchkes and good food abounded last week at Chicago's McCormick Place convention center for the mutual fund ratings giant's 27th annual investment conference...
MutualFundWire.com - Tuesday, June 30, 2015 Views - Reader Rating: 1
Bathon Hires a 12-Year Cerulli Vet
FUSE Research Network welcomes a new director of relationship development...
MutualFundWire.com - Tuesday, June 23, 2015 Views
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