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Threadneedle Asset Management Ltd

PRI reporting framework 2020

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Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

Select the services and funds you offer
% of asset under management (AUM) in ranges
Fund management
Fund of funds, manager of managers, sub-advised products
Total 100%

Further options (may be selected in addition to the above)

01.2. Additional information. [Optional]

Unless stated otherwise, this document will apply to Columbia Threadneedle Investments in the EMEA and APAC regions only. Data is at 31 December 2019 unless stated otherwise.

All AuM breakdowns, organisational information and other quantitative information relating to our responsible investment activities throughout this document are subject to uncertainty. This is due to: definitional discrepancies, differences in our internal data and management systems and PRI categorisations, and the range of dates covered in the reporting period versus those best captured in our internal system.

This applies to, for instance: asset class mixes and distinctions within asset classes, emerging and developed market classifications, distinctions between external and internal management, types of ESG integration approaches, the definition of fund of funds, manager of managers, and sub-advised products.

Efforts have been made to capture the best available data, which has been tailored and approximated to meet PRI guidelines as far as possible.

Due to the small percentage of our externally managed assets (2%) we have not distinguished between different types of asset class to which this applies.

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

United Kingdom

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

815 FTE

02.4. Additional information. [Optional]

The FTE figure above is as at 31 December 2019.

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Our affiliate, Columbia Management Investment Advisers, LLC, is a PRI signatory. We operate together under the name, "Columbia Threadneedle Investments" , and file separate annual Transparency Reports.

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.


04.2. Indicate your total AUM at the end of your reporting year.

Include the AUM of subsidiaries, but exclude advisory/execution only assets, and exclude the assets of your PRI signatory subsidiaries that you have chosen not to report on in OO 03.2
Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.4. Indicate the assets which are subject to an execution and/or advisory approach. Provide this figure based on the end of your reporting year

Total AUM
trillions billions millions thousands hundreds
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

OO 06. How would you like to disclose your asset class mix

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)


Listed equity >50% 59.05 0 0
Fixed income 10-50% 27.72 0 0
Private equity 0 0 0 0
Property <10% 6.93 0 0
Infrastructure 0 0 0 0
Commodities <10% .4 0 0
Hedge funds 0 0 0 0
Fund of hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Money market instruments <10% 3.28 0 0
Other (1), specify <10% 2.62 0 0
Other (2), specify 0 0 0 0

`Other (1)` specified

          Other (1) relates to Multi-asset and Asset-Allocation strategies (in both cases, funds of funds)

06.2. Publish asset class mix as per attached image [Optional].

06.3. Indicate whether your organisation has any off-balance sheet assets [Optional].

06.5. Indicate whether your organisation uses fiduciary managers.

06.6. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Not Applicable)

OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

98 Developed Markets
2 Emerging Markets
0 Frontier Markets
0 Other Markets
Total 100% 100%

09.2. Additional information. [Optional]