Building off our recent relaunch of Asset Management Monitor – Investor, CI is excited to introduce Columbia Threadneedle Investments and Calvert Research and Management to our coverage group. Columbia Threadneedle furthers our coverage of active companies, while Calvert allows us to expand our scope of the fast-expanding SRI space.
Columbia Threadneedle is the global asset management group of Ameriprise Financial with an AUM of $467 billion. The firm offers a variety of products covering equity, fixed income, alternatives, closed-end funds, 529s and ETFs, and it recently launched an Adaptive Retirement Series including five target date funds. Its responsive investor website offers personalization on the homepage through a customizable watch list.
Columbia Threadneedle Homepage
Calvert is a leader in the responsible investing industry and offers one of the largest suites of ESG products. The firm was recently acquired by Eaton Vance, though it continues to operate independently. Eaton Vance promotes Calvert funds and literature on its site, strengthening its suite of product offerings. Today, Calvert has $12 billion in AUM and offers 26 strategies spanning different asset classes, such as equities, fixed income and multi-asset solutions. Calvert’s framework focuses on environmental sustainability, respect for human rights and corporate transparency. The site employs responsive design and focuses on providing intellectual capital on ESGs, using large, vibrant imagery to highlight its investing approach as well as research and commentaries.