Columbia Threadneedle Investments Expands Municipal Bond Offerings
Investors now have access to six additional separately managed accounts
Three of the new SMA strategies are traditional municipal bond portfolios, with durations of short, short-intermediate and intermediate. The remaining three are laddered strategies, also with varying durations.
Traditional SMAs |
Laddered SMAs |
|||
Columbia Short Term Municipal SMA | Columbia 1–10 Year Municipal Ladder SMA | |||
Columbia Short-Intermediate Municipal SMA | Columbia 5–10 Year Municipal Ladder SMA | |||
Columbia Intermediate Term Municipal SMA | Columbia 10–15 Year Municipal Ladder SMA | |||
These SMAs are designed for individuals seeking professional portfolio management, credit research and trading, and personalization of their tax-exempt bond portfolio, all while maintaining direct ownership of the underlying securities. They are available on several platforms.
“Managed accounts have dramatically enhanced the individual investor’s ability to capitalize on customization and tax efficiency within one portfolio,” said
Columbia Threadneedle managed
These six SMAs will be managed by
About the portfolio managers:
Previously,
He has been a member of the investment community since 2008.
She joined one of the Columbia Threadneedle Investments legacy firms in 2013. Previously, she was a portfolio manager and trader for SMA and trust accounts at BNY Mellon. She has been a member of the investment community since 2006.
About Columbia Threadneedle Investments:
Columbia
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For more information, please visit https://www.columbiathreadneedleus.com/. Follow us on Twitter.
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Advisory services provided by Columbia Management Capital Advisers, an operating division of
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Investment involves risks including possible loss of principal and fluctuation in value. Please have your client review the strategy risks and other details in the program materials before investing.
Managed account programs may require a minimum asset level and may not be suitable for all investors.
© 2018
View source version on businesswire.com: https://www.businesswire.com/news/home/20180409005825/en/
Columbia
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Source: Columbia Threadneedle Investments
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