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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
Will the Mountain Come to Bob?
What are the Desmarais thinking? Word is that a sale of a Beantown fund firm is close...
MutualFundWire.com - Friday, May 26, 2023 Views - Reader Rating: 5
These Flows Fell By $354B In April
The M* team updates U.S. flows data for April 2023 for money market mutual funds...
MutualFundWire.com - Wednesday, May 24, 2023
DFA Leads As Large Firms' Flows Improve By $20.6B
The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, May 16, 2023
15 Years, $2.7B In AUM
The team at a $584-billion-AUM (as of December 31) asset manager celebrates a mutual fund's crystal anniversary...
MutualFundWire.com - Tuesday, May 9, 2023
Week In Preview, April 24 - April 30
This week, the teams at Envestnet, IMEA, M*, MFDF, and WE are hosting events...
MutualFundWire.com - Monday, April 24, 2023
Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, April 20, 2023
Schwab Wins Again Despite a Flows Slowdown
The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, March 17, 2023
For Cap Group, Is the Fifth Time the Charm?
The team at an investment research giant reveals nominees (three PMs and three fund firms) for its annual awards...
MutualFundWire.com - Wednesday, March 15, 2023 Views
15 of the Best Fund Firms to Work For In 2023
They're among the United States' best large employers, according to a magazine's new list...
MutualFundWire.com - Tuesday, February 28, 2023 Views
With $5.2B, Schwab Threepeats
The M* team updates U.S. flows data for January 2023 for ETFs and long-term, opend mutual funds...
MutualFundWire.com - Thursday, February 16, 2023
Week In Preview, January 23 - January 29
This week, the teams at Expect Miracles, IMEA, MacMillan Sullivan, MFDF, Schwab, and SSGA are hosting events...
MutualFundWire.com - Monday, January 23, 2023
Schwab Dominates, Raking In $38B
The M* team updates U.S. flows data for December 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, January 19, 2023 Views
Steinmetz Will Advise a New Market Intel Firm
Updated | The former OpFunds CEO takes an advisory board seat with a year-old startup...
MutualFundWire.com - Tuesday, December 13, 2022
Eight of the Most Responsible Fund Firms Are ...
A magazine and a market data specialist recognize 500 U.S. companies...
MutualFundWire.com - Wednesday, December 7, 2022 Views
Morgan Stanley Brings on an ETF Marketer
The new hire previously hailed from Columbia Threadneedle...
MutualFundWire.com - Friday, November 25, 2022 Views
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 7, 2022 Views
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 Views
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 Views
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 Views
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 5, 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 9, 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 2, 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 9, 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 3, 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 6, 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 9, 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 5, 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 2, 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 8, 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 2, 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 2, 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 4, 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 6, 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 3, 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 4, 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 4, 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 9, 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 8, 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 8, 2019 Views
ETF Titans Lead an Award Race
The winners will be revealed at a dinner next month...
MutualFundWire.com - Friday, February 1, 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
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