Value Assessment Report

This new report has been produced in response to the Financial Conduct Authority’s Asset Management Market Study: an initiative that aims to increase transparency, competition, and value across the asset management industry.

Supporting our clients – COVID-19 business update

We continue to successfully navigate a rapidly evolving environment, coordinating our response to Covid-19 regionally and globally to ensure we continue to deliver for our customers, support our employees and maintain continuity of our business.

Supporting The National Gallery’s Education Programme

Columbia Threadneedle is pleased to support the National Gallery’s Take One Picture educational programme and exhibition for the third year. Inspired by Men of The Docks (1912) by George Bellows, this cityscape was created by Year 5, West London Free School Primary. © National Gallery London

myThreadneedle

Our online valuation service, myThreadneedle, provides your clients with instant password protected access to the value of their investments with us, 24 hours a day, at a time convenient for them – meaning you won’t spend as much time on simple valuations.

Income investors: What to expect in the current environment

Joining the dots between market volatility, company dividends and fund income.

Preparing for Brexit

Columbia Threadneedle Investments is working to prepare for the UK’s departure from the European Union.

Course Correction

This report compares different attitudes towards finances among three generations in the UK, and how those attitudes impact work, relationships, spending, saving and investing.

myThreadneedle

Our online valuation service, myThreadneedle, provides your clients with instant password protected access to the value of their investments with us, 24 hours a day, at a time convenient for them – meaning you won’t spend as much time on simple valuations.

Income investors: What to expect in the current environment

Joining the dots between market volatility, company dividends and fund income.

Preparing for Brexit

Columbia Threadneedle Investments is working to prepare for the UK’s departure from the European Union.

Course Correction

This report compares different attitudes towards finances among three generations in the UK, and how those attitudes impact work, relationships, spending, saving and investing.

myThreadneedle

Our online valuation service, myThreadneedle, provides your clients with instant password protected access to the value of their investments with us, 24 hours a day, at a time convenient for them – meaning you won’t spend as much time on simple valuations.

Income investors: What to expect in the current environment

Joining the dots between market volatility, company dividends and fund income.

Our latest insights

5 March 2021

Supporting International Women’s Day

Our leading female fund managers discuss the prospects for their asset class and progress made towards gender diversity.
Read time - 5 min
5 March 2021

Mark King

Head of Investment Content

Budget 2021: round-up

The government will continue to do “whatever it takes” to help the UK economy recover from the Covid-19 pandemic – but the additional spending needed means increases in personal and business taxation over the next five years.
Read time - 3 min
5 March 2021

Mark King

Head of Investment Content

Market Monitor - 5 March 2021

Global stock markets have largely bounced back from the losses sustained late last week (ending 26 February), but investors remain concerned about the possibility of higher levels of inflation and rising interest rates in the months ahead.
Read time - 2 min

Types of investment

Our investment approach is active, client-focused and performance driven. We have built investment capabilities in areas where we have proven expertise, using investment processes that we believe are both repeatable and scalable.