Columbia Threadneedle Investments, a leading global asset management group, will expand its successful U.S. active ETF range by launching four active equity UCITS ETFs in the UK and Europe this year, subject to regulatory approval.
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Richard Vincent, Head of Product (EMEA) at Columbia Threadneedle Investments
• Columbia Threadneedle plans to expand its active ETF offerings to Europe by the end of 2025, driven by client demand for products that balance risk, return, and value.
• The initial offering for the European market will focus on equities, leveraging and expanding the range of ETFs the firm already provides in the U.S.
• The new suite of active equity ETFs will offer clients exposure to global, U.S., European, and emerging markets, complementing the current product offerings in EMEA.
The initial product suite will be managed by Chris Lo, Senior Portfolio Manager, and his U.S.-based team, who currently oversee $15 billion in assets across 13 U.S.-domiciled funds. The four new active ETFs will provide European clients with exposure to global, U.S., European, and emerging market equities. The goal is to expand the range to include active fixed-income ETFs next year.
Columbia Threadneedle has a strong track record in designing and managing client-centric ETF strategies, with $5.5 billion in assets managed across 14 U.S.-domiciled ETFs. The active equity ETFs launching initially in Europe draw on the firm’s expertise in ETF management and systematic solutions. This new range builds on the investment approach of the Columbia Research Enhanced Core ETF (NYSE Arca: RECS), rated five stars by Morningstar, which combines quantitative analysis with Columbia Threadneedle’s extensive fundamental research capabilities. The active equity ETFs will be truly active, designed to outperform their benchmarks.
Richard Vincent, Head of Product (EMEA) at Columbia Threadneedle Investments, stated:
“We continuously seek to develop and broaden our investment offerings for clients, providing innovative, cost-effective products and solutions that complement our existing range. In this context, bringing active ETFs to Europe and building on the foundation of our successful U.S. range is a natural expansion, leveraging years of experience delivering ETF solutions to our American clients.”
Columbia Threadneedle’s new European active equity ETFs aim to address the following needs of discretionary fund buyers:
Key Equity Positions with Conviction – Providing clients with core portfolio-building blocks, managed in line with the benchmark but designed to generate alpha through genuine stock selection.
A Proven, Consistent, and Replicable Investment Strategy – Combining quantitative and fundamental expertise within a rules-based, repeatable, and easy-to-understand approach.
Transparency and Cost Efficiency – Daily disclosure of investment decisions, portfolios optimized to minimize transaction costs, and competitive fees.
Michaela Collet Jackson, Director of Distribution and Marketing for EMEA at Columbia Threadneedle Investments, commented:
“We are thrilled to bring this innovative and differentiated investment strategy to the European market in an active ETF format. The four new active ETFs will complement our current open-ended fund offerings, increasing options for clients seeking essential active components for their portfolios.”
“Active ETFs are increasingly being adopted by clients as an efficient way to implement portfolios. By leveraging our U.S. track record, we can offer clients exceptional value. We believe this represents a genuine growth opportunity for us in the region.”
Source: ETFWorld
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