Nuveen Investments
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Nuveen

Nuveen Asset Management - Fixed Income, Equity and Specialty Strategies

Nuveen Asset Management offers a broad range of innovative investment strategies, from traditional and specialized equity to taxable and municipal fixed income.

With solutions that span multiple asset classes, Nuveen Asset Management’s disciplined approach to equity and fixed income investing is driven by integrated research and risk management processes and seeks to achieve consistent excess returns. Our dedicated analysts and experienced portfolio managers proactively look for opportunities to capitalize on market dynamics. We customize our portfolio construction with security selection to optimize portfolio risk/return profiles within client guidelines.

Nuveen Asset Management offers a collaborative approach to multi-strategy portfolio management that emphasizes quality and ingenuity. As of 12/31/2011 , Nuveen Asset Management and its affiliates managed $104.2 billion in fixed income assets.

Taxable Fixed Income
Style Primary Benchmark Track Record
Limited Term Barclays Capital 1-3 year Government Credit Bond Index 2000
Intermediate Term Barclays Capital Intermediate Gov't/Credit Bond Index 2000
Core Barclays Capital Aggregate Bond Index 2000
Core Plus Barclays Capital Aggregate Bond 2003
Long Term Barclays Capital Long Gov't/Credit Bond Index 2004
Treasury Inflation Protected Securities Barclays Capital TIPS Index 2004
Preferred Securities 60% Merrill Lynch Preferred Hybrid Securities Index
35% Barclays Capital USD Corporate Securities Index
5% Merrill Lynch REIT Preferred Stock Index
2006
High Yield Barclays Capital High Yield 2% Issuer Capped Index 2001
Municipals
Style Primary Benchmark Track Record
Limited Maturity Barclays Capital 5 Yr Municipals 1996
Intermediate-Term Barclays Capital 7 Yr Municipals 1989
Long-Term Barclays Capital 22+ Yr Municipals 1996
High Yield Barclay's Capital Municipal High Yield 2000
State Specific and Preference State Specific Preference --
Build America Bonds Barclays Capital Build American Bonds --
Equity & Specialty
Style Primary Benchmark Track Record Approximate
Positions
Large Cap Core S&P 500 2003 60 - 90
Large Cap Growth Russell 1000 Growth 2000 60 - 90
Large Cap Value Russell 1000 Value 1980 50 - 80
Equity Income S&P 500 Dividend Only 1994 75 - 100
Enhanced Equity Index S&P 500 1996 300
Mid Cap Growth Russell Mid Cap Growth 1999 60 - 90
Mid Cap Value Russell Mid Cap Value 1996 60 - 90
Small Cap Core Russell 2000 2001 75 - 130
Small Cap Growth Russell 2000 Growth 1995 60 - 80
Small Cap Value Russell 2000 Value 1997 90 - 1100
Global Infrastructure S&P Global Infrastructure 2008 100 - 135
Real Estate Securities MSCI U.S. REIT 1996 50 - 90
Tactical Market Opportunities Merrill Lynch 3 Month Treasury Bill Index 2010 20 - 25
Intelligent Risk Portfolios - Conservative 40% S&P 500/60% Barclays Capital Aggregate Bond Index 2009 10-50
Intelligent Risk Portfolios - Moderate 60% S&P 500/40% Barclays Capital Aggregate Bond Index 2009 10-50
Intelligent Risk Portfolios - Aggressive 80% S&P 500/20% Barclays Capital Aggregate Bond Index 2009 10-50
Low Correlation Merrill Lynch 3 Month Treasury Bill Index 2010 10-50
Hedge Fund Replication HFR Fund Weighted Composite 2010 10-50
Option Overwrite Mandate-Specific -- --