AI is the topic on everyone’s minds, but who will be the winners and who will be the losers? And how do you best approach it (and other themes) in a global equity portfolio. In his presentation, David will talk about how you can build a diversified portfolio that benefits from structural growth across a range of themes and that should prove more resilient than simply trying to call the winner.
Investing smarter for the world you want
At Columbia Threadneedle Investments, we offer investments to make a difference to your world, and the wider world. Millions of people rely on us to manage their money and invest for their future; together they entrust us with US $608 billion*.
We are Globally Connected
Our reach is expansive, with over 2,700 people** – including more than 650 investment specialists* – spanning the world. But for us, a global perspective is about more than numbers; it is about the smarter advantage we create when we bring our teams’ insights together. We’ve built our diverse expertise and on-the-ground knowledge into our investment processes and solutions, covering almost every asset class and market.
We are Intense about Research
We share a belief that original, independent research makes investment decisions smarter. We have over 200 research associates around the globe, and proprietary tools harnessing big data and next generation analytics. This allows us to turn information into forward-looking insights that can add real value to our investment decisions, enhancing our ability to help deliver good outcomes for our clients.
We have a Responsible Ethos
We think our Responsible Investment (RI) capabilities can help you contribute through your investments to shaping the future world you seek. This continually pushes us forward in how we seek to operate as a business in developing our in-depth RI research capability as support for portfolio construction.*** As a responsible investor, partner, and citizen we’re building our RI capabilities needed to help you, our clients, achieve your financial goals while seeking to shape the world you want to live in.
We focus on Continuous Improvement
Markets don’t stand still and neither do we. Every day, we’re looking for opportunities to improve how we invest and what our clients experience – be it the independent oversight teams that ensure the robustness of our investment processes, the emphasis we place on developing our talent, or the innovative solutions that we offer. The world is continually changing, and with it our clients’ needs, which is why we are always evolving.
Whatever world you want, our purpose is to help you achieve it.
*All correct as at 31 March 2023
**All correct as at 31 December 2022.
***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 no emphasis on such research in any given investment decision.
David Dudding is a senior portfolio manager at Columbia Threadneedle Investments where he is the lead portfolio manager of the Global Focus strategy and deputy of the European Select strategy. He joined the company as an equity research analyst in 1999, moving on to manage the European Smaller Companies strategy for 10 years until December 2012.
David previously worked for John Swire and Sons in Hong Kong and for Investors Chronicle as a financial journalist.
David holds a Modern History degree and a European Politics Masters degree from Oxford University. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK.
Director Iberia & Latam
+34911873100
ruben.garcia@columbiathreadneedle.com
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