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 		Pie Chart - Equity Strategies
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
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© 2010 Columbia Management Investment Advisers, LLC. All rights reserved.

On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.

 NOT FDIC INSURED.No Bank Guarantee.May Lose Value