Net Zero Transition Buy and Maintain Credit Strategy
An actively managed buy and maintain credit strategy with a formal commitment to net zero
The strategy provides exposure to credit markets through bonds that mature over discrete periods. This provides stable income, minimises transaction costs and aligns cash flows with future liabilities. The strategy implements explicit net zero targets with assets being managed under a Net Zero Framework.
Why choose Columbia Threadneedle Investments
Flexible solution:
- A wide range of complimentary funds to support you throughout the journey
- A track record of bringing innovation into pooled funds
Market leading credit team:
- Managing Buy & Maintain since 1998
- Research intensity is core to our culture
- Portfolios built to perform through diversified securities rather than macro bets
Leaders in Responsible Investment
- 40-year heritage in RI and signatories to the Net Zero Asset Managers initiative
David Dudding
Gestore di Portafoglio
Meet the team
- 14 Investment Grade Portfolio Managers
- 40 Responsible Investment Specialists
- 18 Credit Analysts
- 7 Climate Experts
Rebecca Seabrook is a Portfolio Manager in the Credit team. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2001. Prior to joining the group, Rebecca worked as a Fund Manager for Rothschild Asset Management and Friends Ivory & Sime, having begun her career with London and Manchester as a Credit Analyst. Rebecca graduated from the University of Wales in 1995 with a BA in Accounting and Finance. She holds the IIMR and is a member of UKSIP.
Andrew Brown is a Portfolio Manager within the Credit team. Andrew joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2006. Prior to this, he worked for M&G Investment Management as a Credit Analyst. Andrew holds an MSc in Investment Analysis from the University of Stirling and an MA in Economics from the University of Edinburgh and is an Associate of the CFA Society of the UK.
Richard Ferris is a Client Portfolio Manager in the Investment Solutions team and is responsible for the delivery of investment outcomes to clients. Richard joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2015. He joined the group from Mercer, where he had spent five years as a Principal and Investment Consultant. Prior to that he worked in the investment consulting team at PwC for three years and at Friends Provident as senior analyst on their ALM team. Richard is a Fellow of the Institute of Actuaries and has a BSc in Physical Sciences from University College London.
Rebecca Seabrook is a Portfolio Manager in the Credit team. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2001. Prior to joining the group, Rebecca worked as a Fund Manager for Rothschild Asset Management and Friends Ivory & Sime, having begun her career with London and Manchester as a Credit Analyst. Rebecca graduated from the University of Wales in 1995 with a BA in Accounting and Finance. She holds the IIMR and is a member of UKSIP.
Andrew Brown is a Portfolio Manager within the Credit team. Andrew joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2006. Prior to this, he worked for M&G Investment Management as a Credit Analyst. Andrew holds an MSc in Investment Analysis from the University of Stirling and an MA in Economics from the University of Edinburgh and is an Associate of the CFA Society of the UK.
Richard Ferris is a Client Portfolio Manager in the Investment Solutions team and is responsible for the delivery of investment outcomes to clients. Richard joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2015. He joined the group from Mercer, where he had spent five years as a Principal and Investment Consultant. Prior to that he worked in the investment consulting team at PwC for three years and at Friends Provident as senior analyst on their ALM team. Richard is a Fellow of the Institute of Actuaries and has a BSc in Physical Sciences from University College London.
Documents
Full fund details
Insights
In Credit Weekly Snapshot – June 2024
In Credit Weekly Snapshot – May 2024
In Credit Weekly Snapshot – April 2024
In Credit Weekly Snapshot – September 2024
Geopolitical risks and FX reserves
Endgame - the benefits of ‘buy and maintain’ credit
Allocating to credit step by step
In our latest Trustee Training video on credit investing, we dive into journey planning and look at two low dependency credit strategies that are available to maturing pension schemes.
Watch time: 11:31
Get in touch
Important information:
FOR PROFESSIONAL INVESTORS ONLY (not to be used with/passed on to any third party). For marketing purposes.
Your capital is at risk. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. Actual investment parameters are agreed and set out in the prospectus or formal investment management agreement.
In the UK: Issued by Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.
© Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
