Columbia Management Investment Advisers LLC

Columbia Management Investment Advisers LLC

Columbia Management Investment Advisers LLC

Date Founded



225 Franklin Street,Boston, MA 02110-2891

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. CMIA's investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. The firm benchmarks the performance of their equity portfolios against the S&P 500 Index. CMIA's fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. CMIA's balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index).

Contact Data
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Executives & Employees

Member, Board of Governors, Senior Vice President & Global Head of Institutional Distribution

Chief Executive Officer

Member, Board of Governors, Managing Director & Head of Intermediary Distribution

Member, Board of Governors, Executive Vice President & Head of North America

Chief Investment Officer, EMEA

Global Chief Investment Officer

Managing Director & Head of Global Insurance & Alternatives

Global Head of Fixed Income

Head of Investment Oversight

Global Head of Research

Board of Directors

Former Managing Director at Barings LLC

Former Portfolio Manager at Columbia Management Advisors, Inc.

Director at Columbia Management Investment Advisers LLC

Senior Portfolio Manager at Columbia Management Investment Advisers LLC

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Recent Transactions
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Ameriprise Financial, Inc., Columbia Management Investment Advisers LLC purchase Lionstone Partners LLC from Lionstone Capital Management LLC

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Ameriprise Financial, Inc., Columbia Management Investment Advisers LLC purchase Emerging Global Advisors LLC

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Ameriprise Financial, Inc., Columbia Management Investment Advisers LLC purchase Grail Advisors LLC from Grail Partners LLC

Advisors & Consultants

Goldman, Sachs & Co. (GS&Co.), a limited partnership registered as a U.S. broker-dealer and futures commission merchant, together with its consolidated subsidiaries (collectively, the firm), is an indirectly wholly owned subsidiary of The Goldman Sachs Group, Inc. (Group Inc.), a Delaware corporation. The firm is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.


PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.


Founded in 1969, Morgan Stanley & Co. LLC is an SEC-registered broker/dealer headquartered in New York City. The firm is the primary broker subsidiary of Morgan Stanley (NYSE: MS). They are a member of FINRA. Morgan Stanley & Co. provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.The firm's Sales & Trading division offers cash and electronic trading platforms where Morgan Stanley acts as principal (including as a market maker) and agent in executing transactions globally in equity and equity-related products. These products include equity swaps, options, warrants and futures overlying individual securities, indices and baskets of securities and other equity-related products. Morgan Stanley's Institutional Equity division is a global leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. Their Fixed Income team deals in a diverse range of products including interest rate and currency products, credit products, derivatives and commodities.

Legal Advisor

Partner at Morgan, Lewis & Bockius LLP


CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm's investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

ASRS aims to generate optimal returns from their investments while minimizing risk. The firm manages a well-diversified portfolio that is designed to produce returns over a long period of time. They invest in domestic and international equities, domestic fixed income, real estate, private and opportunistic equity, multi-asset, and cash equivalent instruments.

IPERS' investment policies are designed to provide a return on the IPERS Trust Fund that when combined with the periodic contributions of the membership and employers will meet or exceed the benefit funding requirements of the plan over time while staying within the Investment Board's tolerance for risk. Their public market investments include the following broad asset classes: Equities (Domestic, International, and Global Smart Beta Equities).

Non-Profit Donations & Grants
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CommonBond, Inc. provides online loans for students. It offers undergraduate student loan, graduate student loan, MBA student loan and student loan refinancing for business. The company was founded by David Klein, Jessup Shean, and Michael Taormina in 2012 and is headquartered in New York, NY.

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Biometric Access Co. provides hardware and software solutions for fingerprint and facial recognition. It offers secure touch payroll check cashing that reduces fraud loss and provides safe payroll, personal, and government check cashing. The company was founded by John Shepard and Ronald Smith in 1996 and is headquartered in Pacific, MO.

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SensAble Technologies, Inc. engaged in the development of three-dimensional touch-enabled technology. The company was founded in 1993 and headquartered in Wilmington, MA.

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