Investment Philosophy and Approach
With more than 450 investment professionals based in North
America, Europe and Asia, we offer a broad range of actively
managed investment strategies and solutions covering global,
regional and domestic markets and asset classes.
Our investment teams share a
common set of values and a commitment to delivering the investment
outcomes our clients expect. Our investment approach is underpinned
by a culture that is dynamic and interactive and by processes that
are team-based, performance driven and risk aware.
We believe that we can deliver strong and repeatable
risk-adjusted returns for our clients through:
- An active approach that takes advantage of market
- Our perspective advantage - the combination of macro and micro
- The appropriate allocation of risk.
We invest in an increasingly interconnected and interdependent
world. The ability to exchange and debate investment insights in a
genuinely collaborative environment enriches our teams' individual
investment processes, and results in better informed investment
decisions for our clients.
Our investment approach is based on creative thinking, sharing
of ideas and rigorous debate, combined with disciplined oversight.
By working together across asset classes and geographies, we
generate richer perspectives on global, regional and local
Our macro level understanding of economies, markets and themes
helps inform our investment decisions at the micro level - when we
are constructing portfolios. And when we are conducting fundamental
research, the information we gather from companies, government
agencies and industry experts helps shape our macro views.
This collaborative approach gives us a significantly enhanced
global research platform that generates a richer source of
potential investment ideas. Our investment teams remain true to
their respective styles and processes - there is no requirement for
portfolio managers to subscribe to specific ideas and views. But,
the pooling and sharing of research globally allows us to make
better use of our collective intellectual capital. This puts us in
an even stronger position to generate compelling investment
We offer choice across the risk / return spectrum, with proven
expertise and a broad range of strategies, from long-only through
to absolute return investments.
In an increasingly complex marketplace, we tailor investment
solutions to meet the specific and evolving needs of individual
Columbia Threadneedle Investments - investment
|Global and EAFE
||LDI / ALM
|Regional & single country
|Large cap growth & value
||Emerging market debt
||Equities long / short
|Small & mid cap
||Fixed income long / short
Our risk management framework is core to our investment
approach. This ensures clients' assets are managed in line with
agreed objectives and parameters.