Columbia Funds Variable Series Trust II has made significant updates to its prospectus, reflecting changes in its portfolio management team. The changes are effective immediately and are aimed at enhancing transparency for investors.
The company, incorporated in Massachusetts, operates in the investment sector. Columbia Funds Variable Series Trust II has recently filed several documents with the SEC, including a 497 form on October 19, 2026, which details these updates.
According to the filing, the portfolio manager information under the heading “Fund Management” in the Summary Prospectus has been updated. The new investment manager is Columbia Management Investment Advisers, LLC. The filing states, “Effective immediately, the following changes are hereby made to the Fund's Prospectus and Summary Prospectus.”
This update may affect investors and stakeholders who are closely monitoring the performance and management of the Columbia Variable Portfolio - Emerging Markets Bond Fund. The changes in management could lead to shifts in investment strategy, which may impact fund performance.
The filing does not specify what happens next regarding further updates or changes. Investors are encouraged to retain this supplement for future reference.
Portfolio Management Details
The updated filing provides specific details about the portfolio management team overseeing the Columbia Variable Portfolio - Emerging Markets Bond Fund. Christopher Cooke serves as the Lead Portfolio Manager and has been managing the fund since 2017. He joined Threadneedle Asset Management Limited, a Participating Affiliate, in 2008 and has held various roles, including portfolio analyst.
Ed Al-Hussainy is also a Portfolio Manager for the fund, having joined the Investment Manager in 2015. His background includes a B.A. in Mathematics and Economics from Colgate University and a Master’s degree in Economics and International Development from Harvard University. He began his investment career in 2010.
Contact Information
Investors seeking additional information can reach out to Columbia Funds Variable Series Trust II at their business address: 290 Congress Street, Boston, MA 02210, or by calling 800-345-6611.
The filing does not provide information regarding any potential changes in investment strategy or performance metrics as a result of the management updates.