Outsourced CIO

Key service components

Columbia Threadneedle has acted as an outsourced investment partner for many years, particularly where our insurance heritage is concerned. The key components include:

  • Strategic Asset Allocation. We leverage our Capital Market Assumptions (CMAs) and modelling capabilities to determine the right mix of asset classes and/or products to meet a client’s investment objectives. This often involves asset-liability modelling
  • Tactical Asset Allocation. By giving us a degree of flexibility to deviate from the Strategic Asset Allocation, clients enable us to seek additional return by varying asset weights according to market circumstances
  • Open architecture portfolio construction. We allocate to a range of internal and third-party managers, ensuring that each component of the portfolio is suited to client needs
  • Investment research. We act as a sounding board and research function for clients as they explore new investment ideas or brainstorm potential portfolio designs.