Resources and support
Consumer Duty
At Columbia Threadneedle Investments we are committed to Consumer Duty and supporting our clients. Explore our toolkits designed to bring together the necessary information and resources to support meeting your Consumer Duty obligations when recommending the CT Universal MAP and CT Sustainable Universal MAP ranges.
Key literature and reporting
Find out more about our low-cost actively managed multi-asset solutions below.
Range materials | |
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Tactical asset allocation |  Download PDF |
Suitability report | Download PDF |
Range materials | |
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Tactical asset allocation | Download PDF |
Adviser Guide to SDR | Download PDF |
Suitability report | Download PDF |
Client hub
A selection of materials designed to support meaningful conversations with your clients.
Quarterly Multi-Asset Market Wrap
A concise market update that helps make sense of recent developments and what they mean for investors. The video uses clear, accessible language to explain market movements and outlines how our multi‑asset portfolios are positioned for the period ahead. We encourage you to share it with your clients to help keep them informed on a regular basis.
Fund range videos
These short videos provide a short introduction to Columbia Threadneedle Investments, explain the benefits of multi-asset investing and give an overview of the CT Universal MAP fund ranges for your clients.
Client hub materials | |
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CT Universal MAP range overview | Download PDF |
CT Sustainable Universal MAP range overview | Download PDF |
Volatility – Understanding the ups and downs of investing | Download PDF |
Adviser Edge educational support
Technical training and support providing practical value to your business and clients. Create an account to access structured CPD and log your hours.
Capital Gains Tax Course
Tax-efficient investment planning
An overview of Sustainability Disclosure Requirements (SDR)
Resources and support
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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.
This financial promotion is issued for marketing and information purposes only by Columbia Threadneedle Investments in the UK.
Columbia Threadneedle (UK) ICVC III is an open-ended investment company structured as an umbrella company, incorporated in England and Wales, authorised and regulated in the UK by the Financial Conduct Authority (FCA) as a UK UCITS scheme.
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
