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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.

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Fund Compare

Quickly evaluate different MFs, CEFs and ETFs against one another

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Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs

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Municipal Bond Ladder Tool

Learn how a laddered portfolio may perform in rising rate environments

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Stephen M. Liberatore, CFA

Senior Managing Director, Head of ESG/Impact, Global Fixed Income

About Stephen M. Liberatore

Steve is the lead portfolio manager for Nuveen’s fixed income strategies that incorporate Environmental, Social and Governance (ESG) criteria and Impact investments. He is also a member of the Investment Committee.

Steve served on the ICMA Green Bond Principles Advisory Council and was a member of the initial executive committee. He is a member of the UN Capital Development Fund’s working group on Climate Resilient Infrastructure Finance and serves on the UN’s Joint SDG Fund’s Blue Economy Investor Advisory Group. He also serves on the Steering Committee of the Orange Bond Principals and Sustainalytics’ Investor Committee. He is a frequent speaker at conferences and a subject matter expert across media outlets. He and his team were awarded “Investor of the Year” at Environmental Finance’s (EF) 2020 Bond Awards and Nuveen’s Global Fixed Income Impact Report won “Impact Report of the Year (for Investors)” at EF’s 2022 Bond Awards.

Steve graduated with a B.S. from the State University of New York at Buffalo and an M.B.A. in Finance and Operations from Wake Forest University. He holds the CFA designation and is a member of the CFA Society of North Carolina and the CFA Institute.