Investment Strategies

NUVEEN PersonalPlanĀ® TARGET MATURITY SOLUTIONS

Nuveen has partnered with Wilshire Funds Management, the investment arm of Wilshire Associates Incorporated, a leading global investment consulting firm, to create a suite of retirement solutions comprised of 10 proprietary Nuveen affiliated strategies. We believe our combination of alpha-oriented strategies and liability-aware asset allocation can provide a defined benefit experience within defined contribution plans.

Five Personal Retirement Solutions

Nuveen has developed five solutions with distinct asset allocations based on an investor's target retirement year - 2010, 2020, 2030, 2040, and 2050. The asset allocation targets are derived by a proprietary technique that effectively blends two types of frontiers - an asset frontier and a surplus frontier - thus giving attention to both asset growth and retirement liabilities. The result is an exponential glide-path that takes small asset allocation steps early but larger shifts later as each solution approaches its retirement date.