About us

Responsible investment

In a world where a genuine responsible investment partner is increasingly crucial, Columbia Threadneedle Investments aims to help investors move forward more confidently. With an even stronger commitment, and even greater strength of expertise, we are well positioned to support clients evolving needs.

Breadth of capability and depth of expertise in Responsible Investment

We strive to be responsible stewards of our clients’ assets, allocating their capital within a framework of robust research and good governance, with a breadth of capability, and depth of expertise. Our industry leading resources provide deeper research, powerful analytics, and smarter insights, which enriches our knowledge on environmental, social and governance issues across asset classes, sectors and geographies.

We are active owners

Active ownership is central to our work. We recognise the positive role we can play as investors in driving real world change through our activities. Thoughtful engagement helps us to develop a more accurate understanding of a company. By building trust, we can have greater influence, drive positive change, reduce risk and enhance long-term performance. We have a 20-year track record of active ownership.

Award winning Responsible strategies and solutions

We have an extensive range of award-winning responsible strategies and solutions. Our evolving range includes all asset classes and covers the responsible investment fund spectrum.  We continue to innovate to answer clients evolving need. Our reo™ service gives investors access to market leading engagement and proxy voting services.

Driving change

Investing responsibly is not a new idea for us.  We were one of the earliest adopters of the UN Principles for Responsible Investment and launched Europe’s first ethically screened equity and the UK’s social bond funds.  We’ve been at the forefront of active ownership – engaging with companies for over 20 years, helping shape industry policies and standards.

It comes from a belief that applying responsible investment principles can reduce risk and enhance outcomes over the long term.  It’s an ethos that continually pushes us forward to drive change through a more responsible investment approach – for us, our clients, and the wider world.

RI Research and ESG Integration

At Columbia Threadneedle identifying the financially material impact of ESG issues is integral to our investment process. It provides a clearer understanding of both risk and long-term opportunity.

ESG considerations are integrated to varying degrees throughout the investment process.

Our 130-strong global research team, which includes ESG thematic analysts, focus solely on finding original and actionable insights. They focus on key sustainability themes which we think are most investment-relevant and are aligned to the globally recognised UN Sustainable Development Goals.  Thematic analysts educate investment teams, collaborate with them to identify risks and opportunities, and engage with companies to enhance research insights.

Research intensity

Our suite of ESG analytics below provide investment teams with a robust framework to assess material ESG risks and opportunities for thousands of companies worldwide. The analytics support our forward-looking research and help inform investment decision making and prioritise engagements. We are constantly evolving our analytics to better assess ESG risks – and to enable transparency with clients.

These industry-leading resources provide deeper research, powerful analytics, and smarter insight. They enrich our knowledge of ESG issues across asset classes, sectors and geographies. This breadth of capability, and depth of expertise, forms a Centre of Excellence in Responsible Investment, enabling us to deliver a range of funds and solutions to meet our clients’ evolving requirements.

View our latest Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly report here:

PDF

Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly Report – Q4 2021

View previous reports:

PDF

Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly Report – Q3 2021

PDF

Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly Report – Q2 2021

PDF

Threadneedle Asset Management UK International Holdings Limited – Responsible Investment Quarterly Report – Q1 2021
8 août 2022

In Credit Weekly Snapshot – August 2022

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
5 août 2022

ESG knowledge shared: August 2022

Keep up to date with responsible investing in our monthly roundup of highlights – interesting events, articles we’re reading, podcasts and more.
Read time - 4 min
25 juillet 2022

In Credit Weekly Snapshot – July 2022

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min

Active ownership

We are active owners, using considered engagement and thoughtful voting to reduce risk and enhance long-term performance. Active ownership can also be a powerful driver of positive change, influencing the activities and behaviour of investee companies for the better.

We identify ESG issues of strategic importance to companies we invest in and their wider impact on the world. We engage in dialogue on the management of those issues to ensure sufficient strategic focus from the business; to ensure strong oversight; to raise the issue up the agenda; to encourage positive change. We use escalation tools where necessary. It can take time to build consensus for change within a business and to develop the tools to do so. We support companies on that journey, and we hold them to account on their commitments.

Responsible Engagement Overlay (reo®) service

Active ownership is a key cornerstone of our work and is provided to third party companies through our pioneering reo® service. Through reo®, clients enjoy greater influence to effect positive change by pooling assets to create one single, powerful voice. We proudly represent a global client base of investors including pension funds, insurers, asset managers, fiduciary managers, charities, and family offices.

Engagement with depth and breadth

Engagement is at the heart of everything we do. Because our 22-strong team of engagement analysts specialise by theme and industry, we see the issues in context, providing a greater depth of understanding. Our combined organisation further enriches the depth of our expertise.

PDF

TAM UK International Holdings Limited – Corporate Governance and Voting Principles 2022

PDF

TAM UK International Holdings Limited – Stewardship principles and approach

Climate change

We consider climate change to be one of the defining issues of our generation, and fully support the goals of the Paris agreement. We continue to evolve our research and data analytics, and engagement focus around climate change, acknowledging that there are meaningful risks but also investment opportunities to be captured in a world transitioning to net zero emissions. Central to our fundamental research of companies is an assessment of the credibility and achievability of a company’s carbon transition plan.

We are members of the Net Zero Asset Managers initiative, a group of asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050 or sooner. We have developed a robust framework to measure and monitor carbon emissions. We are working on an ambitious approach to address the climate impact of both our own business activities and our invested assets, through close partnership with our clients and the companies we invest in. Our approach has a focus on real-world emissions reduction, engaging with companies to help them on their decarbonisation journeys.  We are also a signatory to Climate Action 100+ (CA100+), a collaborative program seeking to ensure that the world’s largest corporate greenhouse gas emitters take necessary action to combat climate change.

Investment solutions

Responsible Investing is increasingly important to investors. Many are looking to invest their money in a way that aligns with their values and to drive positive, real-world change. We have a long history of investing responsibly; In 1984 we launched our Responsible UK Equity fund – Europe’s first social and environmentally screened fund. In 2014 we launched the UK’s first daily liquid social bond strategy, and we’ve built out the franchise with European and US-based strategies.  Our responsible range also includes Global, UK and Pan-European Sustainable Outcomes Strategies, Sustainable Infrastructure and Carbon Neutral Real Estate as well as Responsible Global Equity, Sustainable Opportunities and SDG Engagement Global Equity Strategies amongst others. We continue to innovate, creating award-winning strategies that embrace different responsible priorities and approaches across the RI spectrum.  

To search our range of responsible funds available in your region click here.

Responsible Engagement Overlay (reo) – our Stewardship service

Our Responsible Engagement Overlay service (reo®) is widely sought by a global client base of asset owners including pension funds, insurers, asset managers, fiduciary managers, charities, family offices. Our clients trust us to engage investee companies on ESG issues and sustainability risks and opportunities related to investments. Comprehensive reo® reporting is aligned to the UN Sustainable Development Goals (SDGs), offering transparency on the real world impact of our engagement activities. Through reo®, clients can access the full suite of stewardship expertise including research, screening, engagement and proxy voting. They enjoy greater influence to effect positive change by pooling assets to create one single, powerful voice. reo® provides global cross-sector coverage across the market cap spectrum and systematic analysis of ESG risks in client portfolios, to inform engagement priorities.

Corporate commitments

  • Responsible investment ties into our values as an organisation. We align our business with the standards we expect from issuers in which we invest. The United Nations Principles for Responsible Investment (PRI). We were a founding signatory in 2006. Responsible investment has been an established pillar of the business for well over a decade.
  • The UK Stewardship Code 2020. We support this code and were a signatory to the 2012 Stewardship code. The legal entity whose parent company is Columbia Threadneedle Investments UK International Limited and which formerly traded as BMO Global Asset Management EMEA is a signatory of the UK Stewardship Code 2020. In the UK, Threadneedle Asset Management Limited is not signatory of the UK Stewardship Code 2020 but has submitted the report describing its global stewardship practices to the Financial Reporting Council in April 2022 to maintain our signatory status and are awaiting feedback.
  • Investor Stewardship Group. This US network of investors and asset managers promotes good practice in stewardship and corporate governance.
  • UK Women in Finance Charter. We were the first asset manager signatory, supporting the advancement of women in financial services. We also set targets and implement strategies appropriate to their organisation and report on progress against these targets
  • Climate Action 100+ (CA100+). A collaborative engagement program seeking to ensure that the world’s largest corporate greenhouse gas emitters take necessary action on climate change. Through CA100+, we engage companies on improving climate change governance, cutting emissions, and strengthening climate-related financial disclosures.
  • Net Zero Asset Managers Initiative. We are committed to supporting the transition towards global net zero emissions and are members of the Net Zero Asset Managers initiative, a group of asset managers committed to supporting the goal of net zero greenhouse gas emissions by 2050 or sooner. We are working on an ambitious approach to address the climate impact of both our own business activities and our invested assets, through close partnership with our clients and the companies we invest in.
The tabs are working. Please, note, that you have to add a template to the library in order to be able to display it inside the tabs.
The tabs are working. Please, note, that you have to add a template to the library in order to be able to display it inside the tabs.

Performance – year ended 30 September 2020

Total return

Net asset value (“NAV”)                              -21.0%

Share price                                                  -20.3%

Benchmark Index                                        -16.6%

Over the year to 30 September 2020, the total returns (including dividends) for the Company’s NAV and share price were -21.0% and -20.3% respectively. These compare directly to the total return of -16.6% for the Index.

The period between 21 February 2020 when the stock market started to fall sharply in response to the developing crisis and 23 March 2020 at the trough was when the performance of the Company was hit hardest. Up to that point the Company had been making good progress and, since the nadir in March 2020, performance for the remainder has been ahead of the Index.

Longer term performance was impacted by the turmoil of the year, but nevertheless NAV total returns measured over the last five years remain positive in both absolute and relative terms. Over five years to 30 September 2020, the Company’s NAV and share price total returns were +19.8% and +16.8% while the comparable figure for the Index was +18.6%.

The tabs are working. Please, note, that you have to add a template to the library in order to be able to display it inside the tabs.

IMPORTANT INFORMATION

© 2022 Columbia Threadneedle Investments

For professional investors. For marketing purposes. Your capital is at risk. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies. Not all services, products and strategies are offered by all entities of the group. Awards or ratings may not apply to all entities of the group.

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.

In the EEA: Issued by Threadneedle Management Luxembourg S.A., registered with the Registre de Commerce et des Sociétés (Luxembourg), No. B 110242 and/or Columbia Threadneedle Netherlands B.V., regulated by the Dutch Authority for the Financial Markets (AFM), registered No. 08068841.

In Switzerland: Issued by Threadneedle Portfolio Services AG, an unregulated Swiss firm or Columbia Threadneedle Management (Swiss) GmbH, acting as representative office of Columbia Threadneedle Management Limited, authorised and regulated by the Swiss Financial Market Supervisory Authority (FINMA).

In the Middle East: This document is distributed by Columbia Threadneedle Investments (ME) Limited, which is regulated by the Dubai Financial Services Authority (DFSA).  For Distributors: This document is intended to provide distributors with information about Group products and services and is not for further distribution. For Institutional Clients: The information in this document is not intended as financial advice and is only intended for persons with appropriate investment knowledge and who meet the regulatory criteria to be classified as a Professional Client or Market Counterparties and no other Person should act upon it.

In Australia: Threadneedle Investments Singapore (Pte.) Limited [“TIS”], ARBN 600 027 414 and/or Columbia Threadneedle EM Investments Australia Limited [“CTEM”], ARBN 651 237 044. TIS and CTEM are exempt from the requirement to hold an Australian financial services licence under the Corporations Act and relies on Class Order 03/1102 and 03/1099 respectively in marketing and providing financial services to Australian wholesale clients as defined in Section 761G of the Corporations Act 2001. TIS is regulated in Singapore (Registration number: 201101559W) by the Monetary Authority of Singapore under the Securities and Futures Act (Chapter 289), which differ from Australian laws. CTEM is authorised and regulated by the FCA under UK laws, which differ from Australian laws.

In Singapore: Threadneedle Investments Singapore (Pte.) Limited, 3 Killiney Road, #07-07, Winsland House 1, Singapore 239519, which is regulated in Singapore by the Monetary Authority of Singapore under the Securities and Futures Act (Chapter 289). Registration number: 201101559W. This advertisement has not been reviewed by the Monetary Authority of Singapore.

In Japan: Columbia Threadneedle Investments Japan Co., Ltd. Financial Instruments Business Operator, The Director-General of Kanto Local Finance Bureau (FIBO) No.3281, and a member of Japan Investment Advisers Association.

In Hong Kong: Threadneedle Portfolio Services Hong Kong Limited 天利投資管理香港有限公司, Unit 3004, Two Exchange Square, 8 Connaught Place, Hong Kong, which is licensed by the Securities and Futures Commission (“SFC”) to conduct Type 1 regulated activities (CE: AQA779). Registered in Hong Kong under the Companies Ordinance (Chapter 622), No. 1173058 and/or issued by Columbia Threadneedle AM (Asia) Limited, Unit 3004 Two Exchange Square, 8 Connaught Place, Central, Hong Kong, which is licensed by the Securities and Futures Commission (“SFC”) to conduct Type 4 and Type 9 regulated activities (CE: ABA410). Registered in Hong Kong under the Companies Ordinance (Chapter 622), No. 14954504.