From Nuveen

Liability-Driven Investing

Our focused team of pension risk management experts leverages extensive experience and a robust technology platform to deliver innovative and highly customized de-risking solutions for corporate defined benefit pension plans.

Nuveen Wilshire Pension Investment Indexes

Objective

To provide a simple and effective corporate pension de-risking solution that is available to all plan sizes.

Key features:
  • Seeks to minimize duration and yield curve mismatches againsts pension liabilities and maximize yield
  • Designed for simplicity and cost-effectiveness
  • Structured by maturity range to effectively match pension liabilities
  • Rebalanced quarterly
Approach

The Nuveen Wilshire Pension Investment Indexes were designed by Nuveen Asset Management to enhance the effectiveness of corporate pension de-risking solutions. The platform consists of four Indexes that are structured by maturity range to provide maximum alignment with corporate pension liabilities.

Index Name Fact Sheet Methodology
Intermediate (5-10) Corporate Bond IndexSM
Long (10-20) Coroporate Bond IndexSM
Long (20-30) Corporate Bond IndexSM
Ultra Long (20+) STRIPS IndexSM
The 2016 Industry Innovation Awards Winner - Coporaate Investment Strategies

Investment Philosophy

We believe institutional investors always have a liability to manage against. These liabilities may be well-defined as is the case with pension plans or implied as is the case with endowments or foundations. Customized, outcome-based investment strategies should be constructed to maximize the probability of meeting the liabilities.

Key tenets supporting our belief:
  • A thorough understanding of our client's unique characteristics, liabilities, and regulatory environment is required to develop a customized, outcome-oriented solution.
  • A solution provider must demonstrate its commitment to investors by building a dedicated team with an expertise in developing proprietary tools and techniques for designing customized investment solutions.
  • Multi-asset class investment managers are best equipped to solve a wide variety of challenges that institutional investors face.
  • Investment success should not solely depend on making the right economic forecast; investment strategies should be built to withstand a range of economic environments.
  • A customized investment strategy should incorporate customized reporting, actionable analyses, and transparent performance attribution.

Investment Process

Our process seeks to understand the investor's unique circumstances and frame the risk of the current investment strategy prior to developing a solution.


There are risks associated with all investments. Certain strategies are subject to additional risks. Selection should be based on individual investment objectives. For more information, contact your Nuveen Advisor Consultant.

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