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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 Wins Q2 With $62B
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, July 17, 2024
BlackRock Leads a $30B Inflows Spike
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, June 25, 2024
Franklin, Matthews, and 30 Other AMs Win Big In Gotham
A trade publisher's team hosted their annual awards gala earlier this week...
MutualFundWire.com - Thursday, June 20, 2024
April Breaks Funds' Five-Month, $279B Inflows Streak
The M* team updates U.S. flows data for April 2024 for ETFs and long-tem, open-end mutual funds...
MutualFundWire.com - Tuesday, May 14, 2024 Views
Week In Preview, May 13 - May 19
This week, the teams at ALFI, ASECA, Envestnet, Expect Miracles Foundation, ICI, IMEA, Informa, MFDF, SEC, and WE will host events...
MutualFundWire.com - Monday, May 13, 2024 Views
In CO, an MF Distro Chief Vet Switches to Recruiting
A former fundster joins an Empire State recruiting firm that focuses on the asset management world...
MutualFundWire.com - Tuesday, May 7, 2024
Titans' Inflows Rise By $68B
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, April 19, 2024 Views
An Ultra Short Term Fund Turns 20
Within a publicly traded company's asset management arm, an $8.4-billion-AUM team is celebrating a big milestone for one of their mutual funds...
MutualFundWire.com - Wednesday, March 27, 2024 Views
Fido's Inflows Rise By $15B
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, March 19, 2024 Views
Fido Pulls Ahead With $13.09B
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, February 21, 2024 Views
The $443.748B Comeback
The M* team updates U.S. flows data for December 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, January 22, 2024 Views
Nine of the Most Responsible Fund Firms Are ...
A magazine and a market data specialist recognize 600 U.S. companies...
MutualFundWire.com - Wednesday, January 17, 2024 Views
With $29.98B, BlackRock Dominated In November
The M* team updates U.S. flows data for November 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, December 13, 2023 Views
30 of the Best Fund Firms For LGBTQ+ Workers In 2023
An advocacy group recognizes 545 employers, including some in the asset management industry...
MutualFundWire.com - Wednesday, December 6, 2023 Views
BlackRock Takes the Lead With $4.33B
The M* team updates U.S. flows data for October 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, November 17, 2023 Views
JPM Leads With $47B
The M* team updates U.S. flows data for September 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, October 20, 2023 Views
19 Fund Firms Win Big In the Second City
A mutual fund industry trade group honors a number of mutual fund firms...
MutualFundWire.com - Thursday, October 19, 2023 Views - Reader Rating: 5
With $1.998B, Schwab Regains the Lead
The M* team updates U.S. flows data for August 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, September 20, 2023 Views
Grayscale Preps Next Bitcoin ETF Steps After Its Court Victory
The SEC, too, is reviewing next steps after the decision. Will the Bitcoin ETF floodgates soon open?..
MutualFundWire.com - Wednesday, August 30, 2023 Views
Goldman Leads With $854MM
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, August 16, 2023 Views
McNabb Helps a 54-Year-Old VC
A former Vanguard chief will officially advise a familiar venture capital firm...
MutualFundWire.com - Tuesday, August 15, 2023 Views
A $210B-AUM Fund Firm Will Buy Into the ETF Biz
The acquirer's new chief describes the deal as signifying "an early chapter" in the firm's "next stage of growth." The deal also brings the firm its first ETF chief...
MutualFundWire.com - Wednesday, July 26, 2023 Views
Week In Preview, July 24 - July 30
This week, several firms in the asset management business will release earnings reports, and the MFDF team will host an event...
MutualFundWire.com - Monday, July 24, 2023 Views
Schwab Dominates As Large Firm Outflows Shrink By 89 Percent
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, July 20, 2023 Views
Bridge Builder's Inflows Triple As Large Firms' Outflows Rise
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, June 21, 2023 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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
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