Bringing you live news and features since 2006 

Columbia Threadneedle Investments expands municipal bond offerings

RELATED TOPICS​

Columbia Threadneedle Investments has launched six new separately managed account (SMA) strategies for municipal bond investors, drawing on the firm’s 20-plus years of experience in managing tax-exempt fixed income portfolios for high-net-worth investors.

Three of the new SMA strategies are traditional municipal bond portfolios, with durations of short, short-intermediate and intermediate. The remaining three are laddered strategies, also with varying durations.
 
These SMAs are designed for individuals seeking professional portfolio management, credit research and trading, and personalisation of their tax-exempt bond portfolio, all while maintaining direct ownership of the underlying securities. They are available on several platforms.
 
“Managed accounts have dramatically enhanced the individual investor’s ability to capitalise on customisation and tax efficiency within one portfolio,” says Dan Beckman (pictured), head of US product for Columbia Threadneedle Investments. “The introduction of these products also allows us to better serve our intermediary partners across their full book of business.”
 
Columbia Threadneedle managed USD19.5 billion in municipal fixed income securities across SMAs, institutional accounts and 18 retail mutual funds as of 31 December, 2017. The municipal team has 24 investment professionals, with an average of 21 years of industry experience over various market cycles. The 10 dedicated municipal research analysts on the team have sector-specific expertise and together cover more than 2,600 municipal credits.
 
These six SMAs will be managed by Bill Callagy and Allyson McCann.

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by