0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
fund compare tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
plan profit calculator image
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Which type of investor are you?

Susi Budiman, CFA, FRM

  • Co-Head of Fixed Income, Portfolio Manager
Budiman Susi

About Susi Budiman

Susi is NWQ's Co-Head of Fixed Income, a portfolio manager and credit analyst and serves as Co-Chair of the Investment Oversight Committee.

Prior to joining the firm in 2006, Susi was portfolio manager for China Life Insurance Company in Taiwan, as well as Ping An Insurance, where she managed multi-sector and multi-currency fixed income portfolios. Prior to that, she was a currency exchange associate at Fleet National Bank in Singapore covering Asian, Euro, and other major currencies.

Susi graduated with a B. Comm. in Finance from the University of British Columbia and an M.B.A. in Finance at the Marshall School of Business at the University of Southern California. She holds the CFA designation and is a member of the Los Angeles Society of Financial Analysts. She holds the Financial Risk Manager designation.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA institute.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us
Back to Top