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    Columbia Threadneedle Investments

    Fund Manager Page

    IN BRIEF

    At Columbia Threadneedle, we are intentionally built to help you succeed. We equip our investment professionals with the resources, tools and insights they need to achieve or surpass — the outcomes our clients expect. Our commitment to consistent client success is underpinned by our distinctly different investment approach, which comprises four pillars: global perspectives, research intensity, responsible investment and continuous improvement with our ‘5P’ approach. Responsible investment (RI) has long been integral to our investment research and decisions and our approach to business more broadly. The rationale for responsible investment is clear: companies with sustainable business models that look to the future have more potential to deliver value to all stakeholders, including shareholders. As a founding signatory of the United Nations’ Principles for Responsible Investment (PRI), responsible investment has been an established pillar of our business for well over a decade.

    FACTS & FIGURES

    Inception of sustainability strategy
    Total AUM (USD)
    AUM SRI Strategies (USD)
    % screened
    % ESG integrated
    SRI/ESG Team N experts

    MEMBER / SIGNATORY

    PRI since 2005
    GIIN since 2xxx
    CDP since 2xxx
    SASB

    Full list of other memberships & initiatives
    Investment Company Institute (ICI)
    International Capital Markets Association (ICMA),
    Investment Association
    Impact Investing Institute
    The Big Exchange
    Investor Stewardship Group
    Global Investors Governance Network (GIGN)
    Asian Corporate Governance Association (ACGA)
    London Stock Exchange
    UK Pre-emption Group
    Investor Forum (UK)
    Centre for Audit Committee and Investor Dialogue
    Global Real Estate Sustainability Benchmark (GRESB)
    Carbon Trust
    Big Issue Invest
    INCO
    UK Women in Finance Charter

    Featured

    A new era of investing (Columbia Threadneedle)

    by Andrew Nicoll, Global Business Lead for Responsible Investment, Columbia Threadneedle Investments The investment landscape has been changing, driven by increasing pressure from governments and...

    News

    Research

    PUBLIC COMMITMENT

    Responsible investment has long been integral to our investment research and decisions, and our approach to business. Companies with sustainable business models that look to the future can deliver more value to all stakeholders, including shareholders. As a founding signatory of the United Nations’ Principles for Responsible Investment (PRI), responsible investment has been an established pillar of our business for well over a decade.

    INTEGRATION & INTERNAL RESOURCES

    Proprietary Analytics

    Assessing material risks and opportunities

    As an active manager, we must consider factors that pose a risk to clients’ assets – or increase their value. In operation since 2018, our proprietary ratings equip our investment team with a robust ESG framework and enhanced analysis of over 8,000 companies around the world. The ratings help identify and assess potentially material risks and opportunities beyond what can be captured by conventional analysis – making them a crucial part of our fundamental research toolkit. Read more about our Proprietary Responsible Investment Ratings here.

    ENGAGEMENT & STEWARDSHIP

    Engagement Resources

    Adding to investment insights across all asset classes

    We engage to gain deeper research insights, build relationships with companies and influence for change. Engagement enhances research and investment: it detects inflection points and long-term trends; it influences companies’ standards of ESG risk management and sustainability. When deciding whether or not to engage, we consider various factors including:

    • the material significance of an issue to the company
    • the risk to our clients
    • the size of our holding
    • our opportunity to collaborate
    • and our ability to effect change

    We set clear objectives ahead of each engagement meeting and track them on a regular basis. We disseminate globally throughout the firm the research and analysis emerging from this monitoring.

    Proxy Voting

    Making our clients’ voices heard

    We vote actively at company meetings. We view this as one of the most effective ways of signalling approval (or otherwise) of a company’s governance, management, board, and strategy and an active way to drive positive change. We carry out voting for our clients in all markets, voting for all our funds and for those clients who delegate authority to us. We vote in consideration of all relevant factors to support the best economic outcome in the long-run. Each year we cast proxy votes on approximately 6,500 shareholder meetings across 70 countries. Read more about our Stewardship services here.

    SUSTAINABLE PRODUCTS & STRATEGIES

    Core / Impact

    Active SRI

    Source & Resources