Why active matters

Why consider an active multi-asset approach?

Active and passive have their roles but in a volatile world, active management helps navigate uncertainty and unlock the potential for outperformance for your clients.

Preserving capital 

Some of the impact of challenging markets can be reduced by adjusting allocations between different asset types and regions or emphasising more resilient individual companies. 


Scope for outperformance

We favour investments with outperformance potential by virtue of their valuation and prospects, while avoiding those that look expensive or vulnerable. 


Harnessing volatility

While short-term investment valuations can fluctuate sharply, these moves can provide opportunities for active managers to add value and/or protect capital values.

Concentration risk

Effective diversification and risk management achieved via combining strategic asset allocation, active security selection and a global remit.

Sustainability option

For those investors wanting to achieve their financial goals while avoiding doing harm and making a positive difference along the way. 

How are we active?

Exposure to equities, fixed income and cash is strategically and tactically adjusted, and within each underlying asset type, specialist managers actively seek out the best individual opportunities. ​

Asset
allocation

The split between equities, bonds and cash reflects longer-term strategic considerations, together with more tactical adjustments to account for prevailing conditions and near-term prospects between and within asset classes.

Security
selection

Our specialist teams search out the best available opportunities. Attractive valuation, proven management and appropriate consideration of ESG factors are among the characteristics our stock pickers often favour. ​

Geographic

exposure

With a global remit, we invest across a range of markets and adjust weightings based on where we see value or are concerned about risks.​

Managing

risk

Invest passively and you are tied to the direction of markets and risks as they emerge. Using a host of active techniques, we can address risks such as currency fluctuations, government policy and central bank actions.​

Specialists in multi-asset investing

Our expertise in multi-asset investing together with a client-orientated mindset provides a strong platform from which our CT Universal MAP ranges are managed.

Meet key team members

Robert Plant
Portfolio Manager, Multi Asset Solutions
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Robert Plant
Robert Plant
Portfolio Manager, Multi Asset Solutions

Robert Plant is a Portfolio Manager in the Multi-Asset Solutions team, providing macro strategy input to a range of investment portfolios. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2013. He previously worked for GLC’s Global Macro programme for six years and prior to this was at Deutsche Asset Management as a securities analyst. Robert has an honours degree in Business and Financial Economics from the University of Leeds and has a Certificate in Quantitative Finance (CQF).

Paul Niven
Head of Multi-Asset Solutions, EMEA and Fund Manager for the F&C Investment Trust
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Paul Niven
Paul Niven
Head of Multi-Asset Solutions, EMEA and Fund Manager for the F&C Investment Trust
Paul Niven is Head of Multi-Asset Solutions, EMEA at Columbia Threadneedle Investments. He is also Fund Manager for the F&C Investment Trust. He joined the company in 2021 following the acquisition of BMO’s EMEA asset management business. Paul is responsible for strategic and tactical input to the company’s asset allocation process, as well as managing a range of institutional mandates and the F&C Investment Trust. Previously, Paul was Managing Director, Multi-Asset Solutions, of BMO Global Asset Management with responsibility for strategic and tactical portfolio construction across a range of multi-asset portfolios, as well as manager selection for several institutional mandates. During his 25 years with BMO GAM and predecessor firms, he held a range of senior asset allocation and strategy roles including Chair of the Global Asset Allocation Committee. He has worked in the financial services industry since 1996. Paul has a BA (Hons) in Accounting and Economics and MPhil in Finance from the University of Strathclyde and is a member of the UK CFA Institute.
Keith Balmer
Portfolio Manager, Multi Asset Solutions
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Keith Balmer
Keith Balmer
Portfolio Manager, Multi Asset Solutions

Keith Balmer is a Portfolio Manager in the Multi-Asset Solutions team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2016. He was previously a Director at BlackRock within their multi-asset division and Man Group working with AHL the systematic managed futures manager. Keith graduated from Exeter University with a BSc (Hons.) in Mathematics with European Studies.

Eloise Robinson
Portfolio Manager, Multi Asset Solutions
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Eloise Robinson
Eloise Robinson
Portfolio Manager, Multi Asset Solutions

Eloise Robinson is a Portfolio Manager in the Multi-Asset Solutions team. She joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO since 2017 where she joined the group through the Investment Graduate Programme. Eloise has an honours degree in Physics from Durham University and is a CFA charterholder.

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IMPORTANT INFORMATION. FOR PROFESSIONAL INVESTORS ONLY. For marketing purposes. 

Capital is at risk. The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested. Screening out sectors or companies may result in less diversification and hence more volatility in investment values.

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The current Prospectus, the Key Investor Information Document (KIID), latest annual or interim reports and the applicable terms & conditions are available from Columbia Threadneedle Investments at Cannon Place, 78 Cannon Street, London EC4N 6AG, your financial advisor and/or on our website www.columbiathreadneedle.com. Please read the Prospectus before taking any investment decision.

This material should not be considered as an offer, solicitation, advice or an investment recommendation.  This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness.

In the UK: Issued by Columbia Threadneedle Management Limited, No. 517895, registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies