Types of investment


Fiduciary solutions

A commitment shared – managing pensions is increasingly complex. The pressure on trustees is intense – short of time, but required to provide a high duty of care, while ensuring schemes are hitting targets and controlling risks.

As far as we’re concerned, your challenges are ours too. We will share the breadth of our specialist investment expertise with you, helping you explore the potential, plan the strategy, and make the right decisions around both delegation and investments.

A breadth of specialist capabilities focused on delivering the outcomes you need

At Colombia Threadneedle Investments, we have an extensive range of global capabilities which means we offer a greater depth and breadth in our fiduciary solutions.

A proven process

We start by gaining an understanding of your current position and needs. We advise trustees on a suitable strategic asset allocation, tactical asset allocation policy and potential longer-term de-risking plan to meet trustee objectives. Our aim is to bring insight and clarity to what is often a complex set of challenges.


  • Level of delegation
  • Investment portfolio goals
  • Strategic and tactical asset allocation policy including liability hedging
  • Longer term ‘end game’ goals and de-risking plan
  • Liquidity policy


  • Manager research and selection
  • Liability hedge construction
  • Strategic and tactical asset allocation
  • De-risking plan implementation


  • Manager oversight
  • Daily funding level monitoring
  • Liability hedge/collateral monitoring
  • Overall portfolio risk management
  • Cash flow management
  • Simple effective reporting
14 March 2022

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
Read time - 3 min
17 January 2022

Lorenzo Garcia

Head of Investment Solutions, EMEA & APAC

Solutions in 2022: a defining time for inflation and ESG

As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.
Read time - 2 min
22 December 2020

Lorenzo Garcia

Head of Investment Solutions, EMEA & APAC

Solutions in 2021: adapting to a new normal

In unprecedented times, clients are struggling to build well-diversified portfolios, as well as grappling with the rising cost of guarantees and management of very expensive liabilities. After depending on fixed income diversification for decades, they must find new ways to hedge their exposures while growing assets.
Read time - 7 min
20 October 2020

Colin Moore

Global Chief Investment Officer

What the US election means for markets… and what it doesn’t!

The election cycle will increase short-term volatility, but we don’t believe it will have much influence on market averages over the long term.
Read time - 10 min
28 August 2020

Fixed Income Desk

In Credit - Weekly Snapshot

Summer slumber soothes markets

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
14 August 2020

Investment team updates - bullet points 14 August

Find the latest key market updates regarding the following asset classes: Fixed income, European equities, US equities, Japanese equities, Global equities, Multi-asset.
Read time - 8 min

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About Us

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.

Our Funds

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Investment Options

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.