From Nuveen

Institutional Solutions

Our mission is to meet the unique needs of our institutional clients by utilizing Nuveen's robust multi-asset class platform to develop customized and innovative investment strategies.

For more information, please feel free to contact us directly.


Institutional Strategies

Liability-Driven Investing
  • Nuveen Wilshire Pension Investment Indexes and Strategies
  • Custom completion management
  • Comprehensive risk management
Learn more
Demographic-Based Investing
  • Asset allocation dynamically adjusts as the pension plan's demographic evolve
  • Aligns risk level of assets over time with the corresponding risk level of pension payments
  • Seeks returns while reducing risk efficiently
Overlay Strategies

  • Target volatility strategies
  • Overlay using existing investment managers or as a standalone investment allocation
  • May use a range of derivatives to achieve the desired volatility
Multi-Asset Class Strategies
  • Dedicated team with pension expertise to match investment strategy with pension plan characteristics
  • Robust multi-asset, multi-affiliate platform
  • Ability to design and manage custom asset allocations

Institutional Overview

Team Composition
  • Dedicated team with 16 years average experience, focused solely on delivering customized investment strategies to institutional investors
  • Diverse backgrounds with expertise in liability-driven investing, risk analysis, volatility forecasting, asset allocation, fixed income, equities, and real assets
Clients We Serve
  • Corporate defined benefit pension plans
  • Public defined benefit pension plans
  • Endowments and foundations
  • Insurance companies
  • Workers' compensation plans
Customized Strategies
  • Liability-driven investing
  • Demographic-based investing
  • Volatility managed strategies
  • Multi-asset strategies

Our Value Proposition

  • Fully dedicated and highly experienced Institutional Solutions Team that leverages Nuveen Asset Management’s robust multi-asset class platform
  • Managed Volatility platform enables a holistic solution by addressing return-seeking portfolio risk in conjunction with a de-risking program or on a stand-alone basis
  • Extensive derivative capabilities using a variety of instruments allows for more precise solutions to meet client objectives
  • Customized client dashboards provide clients with advanced reporting and analytics that are relevant and transparent in an easily digestible format

Contact Us

David R. Wilson, CFA Head of Institutional Solutions Group

For more information, please feel free to contact Mr. Wilson directly at dave.wilson@nuveen.com or 312.917.6826

Certain strategies may be available through other investment vehicles not listed above. Vehicles and their respective platforms shown may not be available in certain jurisdictions; investors should be aware of applicable legal requirements. This information should not be considered a solicitation or an offer by Nuveen Asset Management or Nuveen to provide any services in any jurisdiction. For more information on collective investment trusts, please contact us. If you are a non-U.S. investor and would like more information on UCITS Funds, please visit nuveenglobal.com.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside protection will be achieved.

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Contact Us

  • Institutional Investors/ Consultant 612.303.3381
  • Registered Investment Advisor 800.558.4487
  • Financial Advisors 800.752.8700
  • Mutual Fund Investors 800.257.8787