- Introduction & Methodology
- Industry Trends
- Respondent Profile
- Defined Benefit Plans
- Portfolio Characteristics
- LDI Usage
- Provider Rankings
- Assets Under Management
- Clients
- Mandates
- Provider Profiles
- Allspring Global Investments
- BlackRock, Inc.
- Capital Group
- Columbia Threadneedle Investments
- Dodge & Cox
- Fiera Capital Corporation
- Income Research & Management ("IR+M")
- Insight Investment
- J.P. Morgan Asset Management
- KeyBank
- Legal & General Investment Management America, Inc.
- MetLife Investment Management (MIM)
- NISA Investment Advisors, LLC
- Pacific Investment Management Company LLC (PIMCO)
- Parametric Portfolio Associates
- SECOR Asset Management
- SLC Management
- Voya Investment Management Co. LLC
- Wellington Management Company LLP
Past Surveys
Provider Profiles
Columbia Threadneedle Investments
columbiathreadneedleus.com
Summary of Offering
Columbia Threadneedle’s experienced team has helped clients lower funded status volatility and achieve return goals for over 20 years. It partners with plan sponsors and consultants to provide solutions to meet clients’ distinct cash flow streams. A key component of the process is the design of a custom liability benchmark to replicate the behavior of a liability in response to changes in interest rates. The benchmark, tailored to the client’s specific risk and return objectives, provides the basis for investing the plan’s fixed-income assets using duration-matched fixed income and to measure asset performance.
Client Restrictions: $50mm account minimum for non-intermediary clients (North America LDI)
Business Summary (as of 06/30/2023)
| Total LDI clients | * |
| Total LDI mandates | 139 |
| Total LDI assets under management (US$) | $31.7B |
Regions With Active Mandates
| U.S. | |
| Canada | X |
| U.K. | |
| Continental Europe and Republic of Ireland | |
| Asia | X |
| Australia | X |
| All other locations | X |
Sizes With Active Mandates
| <$500MM | |
| $500MM – $1B | |
| >$1B – $5B | |
| >$5B – $10B | X |
| >$10B | X |
Regions With Asset Allocations
| U.S. | |
| Canada | X |
| U.K. | |
| Continental Europe and Republic of Ireland | |
| Asia | X |
| Australia | X |
| All other locations | X |
Asset Classes With Asset Allocations
| Publicly Traded equities | Not reported |
| Fixed income – Government only | Not reported |
| Fixed income – Investment grade (BBB- or higher) credit | Not reported |
| Fixed income – Below investment grade credit | Not reported |
| Fixed income – Multisector | Not reported |
| Fixed income – Other | Not reported |
| Cash | Not reported |
| Private equity | Not reported |
| Non private equity alternative investments, including real estate | Not reported |
| Any other asset classes not mentioned above | Not reported |
*Don’t differentiate between client and mandate