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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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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Jeremy Thiessen

  • Head of Investment Strategies
Jeremy Thiessen

About Jeremy Thiessen

Jeremy joined TIAA-CREF Tuition Financing, Inc. as the head of the Investment Strategies Team in 2014. He leads the creation and delivery of all asset allocation and portfolio design recommendations. He also conducts in-depth investment reviews and presentations to internal and external audiences and is a voting member of TIAA’s Asset Allocation and Portfolio Construction Committee.

Prior to this role, Jeremy was a Managing Director at Pension Consulting Alliance, Inc. where he independently built and led their defined contribution practice, and provided consulting services to ten state 529 college savings plans.

Jeremy graduated with a Bachelor degree from Fresno Pacific College and an M.B.A. from California State University, Long Beach. He also holds the FINRA Series 50 registration.

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