Equity Strategies

Overview

Our equity platform team delivers a full complement of fundamental and quantitative equity offerings.

• $82.3 billion under management as of December 31, 2009.^*

• Entrepreneurial teams – 121 portfolio managers, analysts and traders – with access to

a variety of tools

• Independent fundamental and quantitative research teams support each equity strategy

• Comprehensive portfolio construction, optimization and risk budgeting

Philosophy

Multiple, independent sources of alpha are
better then one source.

Our Composite Alpha approach:

• Challenges embedded thinking

• Can lead to greater return consistency

• Provides both breadth and depth

Process

All of our fundamental equity solutions adhere to a well-defined investment process.

Steps		Results
1	Access the investment universe	Identified sources of alpha generation and risk
2	Perform fundamental research and valuation analysis	Comprehensive list of investment opportunities with an assessment of upside potential and downside risk
3	Construct individual portfolios	Portfolio that is well diversified across sectors
4	Monitor portfolio holdings and risk on an ongoing basis	Additional contribution to excess return from continual improvement and portfolio risk management

Solutions

• Investment solutions for all client needs and risk parameters

Client Need

Columbia Management Product Solution

Potential Benefit

Value

• Small Cap

• Small/Mid Cap

• Mid Cap

• Large Cap

• Equity Income

• Potential higher yields ¹

• Consistent performance

Core

• Small Cap

• Multi Cap

• Large Cap

• Contrarian

• Reduce costs, tax liabilities and volatility

• Stable growth

Growth

• Small Cap

• Small/Mid Cap

• Mid Cap

• Large Cap

• Technology

• Higher capital gains

• Strong expected earnings growth

Income

• Convertibles

• Equity Income

• REITs

• High dividend yields

• Stable, sustainable growth

• Solid fundamentals to reduce risk

International

• EAFE

• Greater China

• Diversification

• Growth potential

Quantitative

• Enhanced

• Alpha-generating opportunities with true
diversification

• Objective stock selection

• Risk management

Contact us:

For more information about our Equity Strategies solutions, please email us.

^*As of 12/31/09. Columbia Management Group, LLC assets under management.

¹ Dividend payments are not guaranteed. The amount of a dividend payment, if any, can vary over time.

AUM Disclosure – As of December 31, 2009, Columbia Management Group, LLC (Columbia Management) managed assets of $320.1 billion. Columbia Management managed assets consist of assets under the discretionary management of Columbia Management Advisors, LLC ($292.9 billion) and Columbia Wanger Asset Management, L.P. ($27.3 billion), SEC registered investment advisors and indirect, wholly owned subsidiaries of Bank of America Corporation. Please note that when the assets for these two entities are aggregated, the total assets will be greater than the Columbia Management assets as a result of subadvisory relationships between the entities