Ameriprise 2005 Annual Report Download - page 19

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Ameriprise Financial, Inc. | 17
Across both equities and fixed income, we continue to strengthen our investment track records.
As of year-end 2005, 69 percent of RiverSource equity mutual funds that are actively managed by
RiverSource Investments were above the median of their respective Lipper peer groups for one-year
performance. And, 50 percent of RiverSource fixed income mutual funds were above the median
of their respective Lipper peer groups for the same time period. In addition, 80 percent of taxable
RiverSource fixed income funds were above median for the same time period.5
Beyond delivering investment performance, we strive to keep fund shareholders informed and
educated in all communications concerning our fund management. In 2005, we won nine awards
for outstanding shareholder communication from the Mutual Fund Education Alliance — more than
any other mutual fund company that participated.
Brokerage and Investment Advisory Products and Solutions
Through Ameriprise Financial Services, Inc., one of our broker-dealers, we offer clients access to
RiverSource funds, as well as more than 2,000 mutual funds from more than 200 unaffiliated fund
families, individual securities trading, real estate investment trusts and other securities. Clients can
access all of these products through the Ameriprise ONESM Financial Account, a comprehensive cash
management and brokerage account that helps clients manage their assets and implement their
financial solutions easily.
Ameriprise financial advisors also offer a broad range of distinctive investment advisory choices
and professional portfolio management through AmeripriseSM Premier Portfolio Services, our suite of
wrap programs. We operate the nation’s largest non-discretionary mutual fund and other securities
wrap program, AmeripriseSM Strategic Portfolio Services Advantage. This program gives clients access
to fee-based investment advice across more than 1,800 proprietary and non-proprietary mutual
funds and individual securities. As of year-end 2005, we managed more than $47 billion in client
assets in this program. Through Premier Portfolio Services, we also offer separately managed
accounts, which allow clients to choose among more than 60 discretionary separately managed
account strategies from more than 30 affiliated and unaffiliated money managers.
Certificates
Through Ameriprise Certificate Company, we offer asset accumulation and income solutions across
a range of maturities. We were the first company to offer this product in 1894. Our certificates are
backed by reserves of cash and qualified assets on deposit. Through all economic environments
5
Please refer to Exhibit A of the Ameriprise Financial Quarterly Statistical Supplement as of December 31, 2005, available
on ameriprise.com for individual RiverSource funds investment performance and important disclosures.
Ameriprise Financial has the#1
U.S. non-discretionary mutual fund and other
securities wrap program in assets.
Source: Cerulli Associates, The Cerulli Edge Managed Accounts Edition, Q4 2005.