The ability to separately offer the different elements of investment return — beta, strategic beta and alpha — is a growing and important trend.
The concept of unbundling isn't new; many industries are beginning to break apart their packaged offerings. The cable TV industry, for example, is a place where consumers are opting out of the full package — buying internet service and other entertainment elements separately. The ability to offer investment services in the same way is important. Colin Moore discusses the three components that make up investment return.
The views expressed are as of July 2016, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments or investment decisions made by CMIA and its affiliates, whether for its own account or on behalf of clients, may not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not take into consideration individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Asset classes described may not be suitable for all investors. Past performance does not guarantee future results, and no forecast should be considered a guarantee either. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate. Investment products are not federally or FDIC-insured, deposits or obligations of or guaranteed by any financial institution and involve risks, including possible loss of principal and fluctuation in value. Securities products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. &Copy;2016 Columbia Management Investment Advisers, LLC. All rights reserved. 1637054
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