Jamie Gordon
Tue, May 20, 2025, 8:00 AM 2 min read
In This Article:
Columbia Threadneedle Investments will join other legacy fund managers entering Europe’s active ETF market with a suite of four equity strategies later this year.
The Boston-based asset manager is awaiting regulatory approval to launch its initial UCITS ETF offering covering global, U.S., Europe and emerging markets.
The four ETFs “will build on” the investment approach of the U.S.-listed Columbia Research Enhanced Core ETF (RECS), which is passively managed and replicates the performance of the Beta Advantage Research Enhanced US Equity index.
The index is sector neutral versus the Russell 1000 and combines quality, value and “catalyst” factors to select well-rated securities based on the manager's own quantitative model.
The upcoming UCITS ETF suite will also be “benchmark-aware,” with a “repeatable investment strategy” and “rules based approach.”
However, the European offering will be run by U.S.-based Senior Portfolio Manager Chris Lo and his team, intended to be “truly active, designed to outperform the index,” the firm said.
Richard Vincent, head of product EMEA at Columbia Threadneedle Investments, commented, “Bringing active ETFs to Europe and building on the foundations of our successful offering in the U.S. is a natural expansion, tapping into years of expertise in delivering ETF solutions to our U.S. clients.”
Michaela Collet Jackson, EMEA head of distribution and marketing, added, “Active ETFs are increasingly adopted by clients as an efficient way to implement portfolios. By leveraging our U.S. track record, we can provide clients excellent value for money. We believe this presents a real growth opportunity for us in the region.”
The firm currently offers 14 U.S.-domiciled ETFs housing $5.5 billion in assets under management collectively.
After debuting its initial four-strong suite, it plans to build out its range in Europe to include active fixed-income ETFs next year.
This article was originally published at etf.com sister publication ETF Stream.
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