Search results for: columbia management learning center

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Harnessing Fixed-Income Returns Through The Cycle

Leveraging a multidimensional approach

There are four unique, major fixed-income risks – duration, credit, inflation and currency – and different fixed-income investments respond to them differently. Applying a full understanding of the four risks to a fixed-income portfolio may yield a better risk-return outcome.

| | Tagged with: Asset Allocation, Featured Fund, Fixed Income, Interest Rates, Investing, Portfolio Strategies

Learning Center: Non-qualified deferred compensation

Deferred compensation plans are not under ERISA – although they may have to fulfill certain ERISA reporting requirements — and therefore do not have the rules that an ERISA plan would have concerning participation requirements and contribution limits. Generally with a deferred compensation plan, taxation does not occur until constructive receipt.

Tagged with: New Tax Regime, Uncategorized

Learning Center: Restricted stock

Year 2002 may be best remembered for burst of the bubble. Stock valuations of internet startups with no revenue eventually crashed.

Tagged with: New Tax Regime

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Columbia Threadneedle Investments muni fund exposure to Puerto Rico — August 31, 2015

The following table illustrates Columbia Threadneedle Investments municipal bond mutual fund exposure to Puerto Rico issuers — including GO debt and issuers that do not directly rely on Commonwealth General Fund support to pay debt service. While we acknowledge that there is an elevated degree of economic and political linkage between all credits issued on the Island, consideration should be given to the structural and legal separation of some credits.

Tagged with: Columbia Funds, Fixed Income, Municipal Bonds, Uncategorized

Learn more about the Columbia Dividend Income Fund

During the past 80 years, dividends have accounted for over 40% of the market’s total return. This video highlights the virtues of dividend investing and how the management team selects companies for the Columbia Dividend Income Fund.

Tagged with: Columbia Funds, Dividend Investing, Equities, Portfolio Strategies

Political and fiscal reality finally trump willingness in Puerto Rico

The Puerto Rican government’s willingness to pay debt service on time and in full was finally overcome by economic and fiscal realities. The shift from impairing only some public corporation [i.e., Puerto Rico Electric Power Authority (PREPA)] debt to all Commonwealth debt was probably inevitable given the unwillingness to make draconian spending cuts, a lack of economic growth and dwindling liquidity across the entire Puerto Rican government complex, including the Government Development Bank (GDB).

Tagged with: Columbia Funds, Economy, Fixed Income, Muni Perspectives, Muni Perspectives Blog, Municipal Bonds

A turn-key alternatives solution: Columbia Adaptive Alternatives Fund

Diversification is one of the most powerful concepts in investment management. Alternative investments offer the potential to increase portfolio diversification by generating returns that are uncorrelated to traditional stock and bond markets.

| Tagged with: Alternative Investments, Asset Allocation, Columbia Funds, Commodities, Investing, Portfolio Strategies

Learn more about the Columbia Strategic Income Fund

Learn how Columbia Strategic Income Fund actively allocates among four different factors — duration, credit, currency and inflation — in pursuit of attractive returns and ample income at an acceptable level of risk. (Video – 2:53).

Tagged with: Columbia Funds, Fixed Income, Portfolio Strategies

Learn more about the Columbia Select Large Cap Growth Fund

Consistently growing assets is hard, yet it’s often the key to realizing financial goals. Learn how Columbia Select Large Cap Growth Fund analyzes earnings trends to maintain a concentrated portfolio of stocks carefully selected for high potential growth.

Tagged with: Columbia Funds, Equities, Portfolio Strategies
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About Us

Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,000 people, including over 450 investment professionals based in North America, Europe and Asia, we manage $471 billion†† of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives.

††In U.S. dollars as of September 30, 2015. Source: Ameriprise Q3 Earnings Release. Includes all assets managed by entities in the Columbia and Threadneedle groups of companies. Contact us for more current data.