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Corporations
Columbia Management puts our strong market presence, extensive resources and sophisticated investment solutions to work for corporations. With one of the largest cash investment management platforms on Wall Street, Columbia Management has both expertise and a broad investment offering to help address the cash management challenges of corporations. Columbia Management’s cash team manages both traditional and enhanced cash strategies, which benefit from proprietary interest rate, sector and credit analysis. Armed with insights from our experienced research analysts, our portfolio managers employ state-of-the-art trading and risk-management systems to assemble portfolios that are designed to balance our clients’ desire to maximize returns with their need to preserve principal and maintain liquidity.
Corporations seeking to strengthen their employee retirement plans can turn to Columbia Management for a wide range of equity and fixed-income investments. Our equity offering includes quantitative and fundamental equity strategies – the latter encompassing growth, core and value styles – while our fixed income strategies include both taxable and tax-exempt portfolios. Unpinning all of our strategies are investment processes designed to deliver solid, repeatable investment results. We believe our focus on achieving strong performance consistently, makes Columbia Management an ideal partner for corporations striving to meet their obligations to shareholders and employees.
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Insurance companies
Insurance companies today are relying more and more on asset management firms to manage their portfolios. It stands to reason that in the face of heightened competition, many insurers are focusing exclusively on their core business. As a result, they are turning increasingly to outside specialists to help them meet investment goals, balance assets and liabilities, monitor operational risk and help them meet regulatory requirements.
Columbia Management, the asset management arm of Bank of America, has sophisticated investment solutions and insurance industry expertise to address the challenges insurance companies face. We are recognized as a major force in institutional investing and a leading manager of fixed-income assets, equities and cash for our insurance clients, which include leaders in the life/health, property & casualty, annuity and reinsurance sectors. (Back to top)
Taft Hartley
Columbia Management has helped working men and women build more secure retirements for more than 40 years. We currently manage the pension assets of some of the nation’s largest and best-known labor organizations, including the International Brotherhood of Teamsters, the United Brotherhood of Carpenters and Joiners of America and the United Association. Our relationships with union clients average 14 years, and we are proud of the partnerships we have forged with local groups across the country.
The core of Columbia Management’s service to Taft-Hartley plans is a team of sales-and-service professionals focused solely on this market. Averaging 13 years of experience, these professionals understand the investment challenges intrinsic to Taft-Hartley plans. They play an integral role in communicating the needs of our Taft-Hartley clients and helping us construct sophisticated, value-added investment solutions for them.
Columbia Management is committed to supporting labor organizations through sponsorship of local and national events. Along with our parent company, Bank of America, we employ union workers on important initiatives. A prime example: Bank of America’s new headquarters in New York City, a $2 billion project currently being constructed with all-union labor.
In short, Columbia Management’s commitment to organized labor, sophisticated investment solutions, dedicated sales-and-service team and years of experience managing assets for America’s labor unions make us an ideal partner for Taft-Hartley plans. (Back to top)
Public funds
Columbia Management has managed public funds mandates for 28 years. We have sustained strong relationships with public funds clients – relationships that average more than a decade*. As a result, we understand the premium public plan sponsors place on reliability, whether it’s reliability of service or reliability of investment performance.
Columbia Management’s dedicated sales-and-service team, is the cornerstone of our effort to meet the needs of public plan sponsors. Averaging 13 years of experience and highly attuned to developments affecting public plans, our service professionals play an integral role in communicating and addressing our clients’ needs. Once familiar with the challenges confronting clients, the team draws on the expertise of Columbia Management professionals, which ranges from client-reporting staff to senior portfolio managers. And because of their lengthy experience working with public funds clients, our service professionals can work efficiently with our clients’ staff, trustees, consultants, and third-party administrators.
Columbia Management’s focus on client satisfaction is also evident in the broad array of investment strategies we offer. We provide plan sponsors with value, growth, international and quantitative equity strategies, as well as taxable and tax-exempt fixed-income solutions. The breadth and quality of our investment offering – as well as our ability to customize strategies to the needs of investors – enables us to serve public funds clients with widely differing investment guidelines and objectives. (Back to top) * All data as of September 2007
Endowments and foundations
Columbia Management has the experience and sophisticated investment strategies to help meet the needs of foundations and endowment funds. We have a long history of service to philanthropic organizations and endowment funds, and we appreciate their intrinsic challenges. We respond to those challenges by providing a wide range of carefully constructed investment solutions that include value, growth, international and quantitative equity strategies; taxable and tax-exempt fixed income portfolios; and short-term liquidity strategies.
Recognizing that the investment objectives and guidelines of endowments and foundations vary considerably, we customize our investment strategies to reflect our clients’ risk/return objectives and any investment restrictions they may impose, such as those associated with socially responsible investing. Similarly, we customize performance reviews and reports to accommodate the preferences of each foundation and endowment. This combination of experience, flexibility and commitment to meeting our clients’ needs helps us build productive partnerships with endowments and philanthropic organizations. (Back to top)
Consultants
Our consultant relations team serves as a single point of contact for information about our organization, investment philosophy, and the underlying processes that drive investment performance.
We view consultants as partners who are critical to the success of our institutional business.
We make it a priority to understand their unique investment philosophies and communication needs, and we work hard to identify each client's unique requirements and to tailor solutions that address their expectations.
Our asset class coverage includes: U.S. & International Equities, Fixed Income, and Short-term Cash Investments. (Back to top)
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