At Columbia Threadneedle, we invest to make a difference to your world, and the wider world we invest in. Our investment approach is underpinned by a culture that is dynamic and interactive and by processes that are team-based, performance driven and risk aware. Our investment teams share acommon set of values and a commitment to delivering the investment outcomes our clients expect, underpinned by these four pillars:

‍

‍Global perspectives

‍From meeting companies on the ground and around the world, to gaining an understanding of the economic, social and political trends that shape our future, the continuous exchange of insights across asset classes and sectors is ingrained in our process. These insights are debated by analysts and portfolio managers around the globe to ensure every perspective is considered.

‍

‍Research intensity

‍Our team of 200 analysts and research associates is dedicated to original, independent research. Working collaboratively across all major asset classes our teams utilize big data and analytics, such as machine learning and augmented intelligence, to turn information into forward-looking insights that canadd real value to our investment decisions enhancing our ability to help deliver good outcomes for our clients.

‍

‍Responsible Investment

‍Well-managed companies that look to the future are better positioned to navigate the risks and challenges inherent in business and achieve sustainable performance and long-term value creation. Responsible Investment (RI) principles are an important factor, and we have developed proprietary toolsthat provide a robust RI framework and better analysis for portfolio managers to enhance their decision-making. Although RI research is made available to all portfolio managers, each portfolio management team within our firm makes its own investment decisions and certain teams may place more, less or noemphasis on ESG factors in any given investment decision.

‍

‍Continuous improvement

‍Across our global business, our Investment Consultancy Oversight team uses a government framework to ensure the integrity of an investment strategy. The team engages with our portfolio managers — reviewing their performance, discussing their decision-making and analyzing their processes, all to ensure we remain faithful to our clients’ objectives and identify opportunities to continually improve. This process is tangible evidence of our commitment to accountability.

103 ★★★★ and ★★★★★ Morningstar-rated funds globally

‍

Source: Morningstar as of 03/31/21. Columbia funds are available for purchase by U.S. customers. Out of 92 Columbia funds (Inst. shares) rated, 18 received a 5-star Overall Rating and 34 received a 4-star Overall Rating. Out of 89 Threadneedle funds (highest rated share class) rated, 21 received a 5-star Overall Rating and 30 received a 4-star Overall Rating. The Overall Morningstar Rating is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. Not all funds are available in all jurisdictions, to all investors, or through all firms.

‍