Columbia Threadneedle has helped address the investment objectives of Taft-Hartley clients throughout its history. Currently we manage the pension and benefit assets of some of the nation’s largest and best-known labor organizations, including members of the building trades, entertainment, hospitality and food service industries. In addition, we work closely with key investment consulting firms that focus on the labor community. We are proud of the enduring partnerships we have forged with locals across the country. We are also committed to supporting labor through our sponsorship of local and national events and by remaining active in a variety of labor organizations.
Our client relationship management team has extensive experience working with Taft-Hartley plans, and a thorough understanding of the investment challenges unique to Taft-Hartley plans. We recognize the complex challenges that multi-employer plans face — be it funding status, intricate regulatory requirements or shifting asset allocations. We work hard to reflect and support each specific plan’s goals, risk tolerance and time horizon. Columbia Threadneedle’s global presence, breadth and depth of investment professionals and the firm’s focus on offering solutions-oriented investment capabilities facilitate our commitment to working with each plan individually to meet their unique needs and become the dedicated strategic partner they desire.
Columbia Threadneedle Investments
Paul Heffernan
Senior Institutional Sales Director Taft-Hartley
225 Franklin Street
Boston, MA 02110
617.385.9511
Paul.Heffernan@columbiathreadneedle.com
www.columbiathreadneedleus.com/institutional