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Custom Fixed Income Solutions

The Nuveen Asset Management Custom Fixed Income Solutions Retail SMA Strategy seeks diversified exposure to investment grade and high yield fixed income sectors through an actively managed portfolio of individual securities and mutual funds.

Portfolio At-a-Glance

Strategy Dynamic Tax-Aware Fixed Income Dynamic Fixed Income
Benchmark Bloomberg Barclays Municipal 3-15 Year Blended Index Bloomberg Barclays Intermediate Government/Credit Index
Portfolio Composition Tax-Exempt Sectors - 70% Strategic Weight:
  • Investment Grade Municipals
  • High Yield Municipals

Taxable Sectors - 30% Strategic Weight:
  • U.S. Treasuries/Agencies
  • Investment Grade Corporates
  • U.S. TIPS
  • Preferred Securities
  • High Yield Corporates

Taxable Sectors - 100% Strategic Weight:
  • U.S. Treasuries/Agencies
  • Investment Grade Corporates
  • U.S. TIPS
  • Preferred Securities
  • High Yield Corporates

Tax-Exempt Sectors - 0% Strategic Weight:
  • Investment Grade Municipals
  • High Yield Municipals

Key Limits Up to 30% below investment grade Up to 30% below investment grade
Average Duration 3 - 7 Years 3 - 6 Years
Investment Vehicles
  • Institutional Separate Account

Investment Process

Portfolio Construction Integrates Individual Securities with Mutual Funds

Team executes strategy using a combination of individual securities and mutual funds. Larger allocations to high quality, liquid sectors can employ individual securities to facilitate customization. Smaller allocations to specialized sectors typically use mutual funds to provide diversification and liquidity.

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.

23707-G-INAD-AN-04/18

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