Investment Capabilities

OUR APPROACH TO INVESTING

We are active managers with a truly global reach and an uncomplicated investment approach: better insights result in better decisions and, in turn, better outcomes for our clients.

We offer choice and expertise across the risk/reward spectrum, from traditional long-only investments through to specialist alternative vehicles and investment solutions.

Our approach is built on four essential pillars.

EN - 4 Pillars

OUR GLOBAL INVESTMENT CAPABILITIES

Equity Fixed income Alternatives Investment solutions
Global/EAFE Investment grade credit Real estate Asset allocation
Regional & single country High yield credit Commodities LDI/ALM
Large cap core,
growth & value
Municipal bonds Absolute return Volatility management
Small/mid cap core,
growth & value
Emerging market debt Equity long/short Currency management
Equity income Securitised debt Fixed income long/short Insurance solutions
Emerging markets Government bonds Alternative beta Manager research
Ethical equity Bank loans   Tax efficient equity
  Social bonds   Customised solutions
  Multi-sector fixed income    

RESPONSIBLE INVESTMENT

At Columbia Threadneedle Investments we strive to be responsible stewards of our clients' assets. We believe that effective stewardship benefits companies, investors and the economy as a whole. Well-governed companies are better positioned to manage the risks and challenges inherent in business and are better able to capture opportunities for growth. As an active investor, we proactively seek to capture these opportunities to help deliver sustainable growth and returns for our clients.

Consistent with our commitment to being a responsible long-term investor and our duty to act in the best long-term interests of our clients, Columbia Threadneedle Investments is a founding signatory to the United Nations-backed 'Principles of Responsible Investment' (PRI).

This capability and culture also allows us to innovate and deliver unique solutions for our clients. These include pioneering initiatives in low carbon workplace properties and social bonds, which we manage in partnership with leading industry experts.

INVESTMENT RISK MANAGEMENT

Risk management is a key pillar of our investment approach. As active managers, we recognise the investment risk that we take on behalf of our clients. We seek to intelligently manage this by ensuring that risks taken in portfolios are always appropriate and consistent with clients' investment objectives.

Our independent global investment risk management team works closely with our investment teams. This team is responsible for the production of comprehensive risk analytics on portfolios. These reports are thoroughly reviewed by the risk team to ensure risk issues are identified, analysed and discussed with the fund managers, with action taken if required. Our risk framework includes an effective escalation process where required, ensuring our ability to meet clients' expectations is never compromised.