Skip to main content
utility-drawer__close
0
Welcome to Nuveen
Select your preferred site so we can tailor your experience.
Select Region...
  • Americas
  • Asia Pacific
  • Europe, Middle East, Africa
location select
Select Location...
  • Canada
  • Latin America
  • United States
  • Australia
  • Hong Kong
  • Japan
  • Mainland China
  • Malaysia
  • New Zealand
  • Singapore
  • South Korea
  • Taiwan
  • Thailand
  • Other
  • Abu Dhabi Global Market (ADGM)
  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Ireland
  • Italy
  • Luxembourg
  • Netherlands
  • Norway
  • Spain
  • Sweden
  • Switzerland
  • United Kingdom
  • Other
location select
Select Site...
  • Institutional Investor
  • Individual Investor
  • Financial Professional
  • Global Cities REIT (GCREIT)
  • Green Capital
  • Private Capital Income Fund (PCAP)
location select
White pattern with elongated oval

Positioning investment portfolios for the year ahead

Get custom portfolio insights

Strategies to help rebalance risk, harvest tax losses and position portfolios for 2027

As the year draws to a close, investors are reassessing their portfolios, considering how to anticipate and adapt to the changing landscape. Nuveen's expertise across public and private markets can help manage risk, improve tax efficiency and position across key asset classes, including tax-aware solutions , municipal strategies and private markets.

Get custom insights to help inform decisions with an
nSights portfolio review.

A year-end framework focused on client outcomes

Rebalance

Evaluate portfolio diversification and overall risk positioning heading into year end.

Harvest

Consider tax-loss harvesting and other tax management strategies as part of year-end planning around potential capital gains distributions.

Position

Explore tax-advantaged income through municipal strategies and diversification opportunities across public and private markets.

Latest insights

Get expert insights
Municipal Bonds

Muni Minute: Municipal yields rise sharply: A technical, not credit, story

Weekly municipal bond market insights covering performance trends, supply dynamics and investment opportunities.
Municipal Bonds

Weathering the storm: Muni bonds fund America's climate defenses

See how municipal bonds fund America's climate resilience infrastructure and protect credit quality. Read Nuveen's insights on muni bonds and climate risk.
Municipal Bonds

Munis in your community: Scorecard

Explore the connections between effective municipal investing and Americans' lived experience, with deep dives into specific sectors as we update our analysis.
Get expert insights

Why Nuveen?

$1.4T

invested across public and private markets globally.

125+ years

navigating change and evolving our client solutions.

Top 20

largest global asset manager with institutional clients in 42 countries.

$318B

alternative assets under management.

You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors

1 Assets under management as of 30 Jun 2026. Nuveen assets under management (AUM) is inclusive of underlying investment specialists. Totals may not equal 100% due to rounding.

2 Nuveen traces its history to 1898 when the company began underwriting municipal bonds, and TIAA was founded in 1918.

3 Top 20 largest global asset manager based on Pensions & Investments, 16 Jun 2025. Rankings based on total worldwide assets as of 31 Dec 2024 reported by each responding asset manager, with 369 firms responding; updated annually. TIAA is the parent company of Nuveen.

4 As of 30 Jun 2026. Nuveen assets under management (AUM) is inclusive of underlying affiliates. Private capital AUM includes hedged strategies.

nSights reports available to financial professionals only.

Nuveen’s nSights reports are educational in nature, for financial professional use only and in response to a specific request. Nuveen does not provide legal or tax advice. Nuveen cannot guarantee or assure the ability to meet any of goals, objectives or that any hypothetical results will occur; reports do not reflect actual or future investment results. This analysis should not be considered investment advice or a recommendation for any product or service and should not serve as the sole or primary basis for making investment, financial, tax or legal decisions.

Portfolio allocation will be principally to funds managed by affiliates and to affiliated sub-advisers, which may present a conflict of interest.

Before investing, carefully consider fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial professional or Nuveen at 800.257.8787 or visit nuveen.com.

Important information on risk

Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.

Investors should be aware that alternative investments are speculative, subject to substantial risks including the risks associated with limited liquidity, the potential use of leverage, potential short sales, currency exchange rates, and concentrated investments and may involve complex tax structures and investment strategies. Alternative investments may be illiquid, there may be no liquid secondary market or ready purchasers for such securities, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as other types of pooled investment vehicles, and they may be subject to high fees and expenses, which will reduce profits.

Investing in fixed income investments involves risks such as market risk, credit risk, interest rate/duration risk, call risk, tax risk, political and economic risk, derivatives risk, and income risk. Credit risk refers to an issuers ability to make interest and principal payments when due. Typically the value of, and income generated by, fixed income investments will decrease or increase based on changes in market interest rates. As interest rates rise, bond prices fall and as interest rates fall, bond prices rise. Income is only one component of performance and investors should consider all of the risk factors for an asset class.

Nuveen and its investment specialists do not provide tax advice.

Diversification does not ensure profit or protect against loss.

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.

You are about to access our website for Nuveen DMAT Cart

You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)

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.

Looking to Access SMAs?

This portal is exclusively for Separately Managed Account (SMA) access and resources. Not what you need? If you're looking for 529 plan account access, please stay on this page and use the link provided below the advisor portal section.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com

By clicking on the continue button below, you will be taken to the Funds’ transfer agent and shareholder services website, provided by a third party. This third party is responsible for bookkeeping, data processing and administrative services for the maintenance of the Funds’ shareholder accounts.

You are leaving Nuveen.com

By clicking on the continue button below, you will be taken to the Funds’ transfer agent and shareholder services website, provided by a third party. This third party is responsible for bookkeeping, data processing and administrative services for the maintenance of the Funds’ shareholder accounts.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

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

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

The Nuveen website for institutional investors is <i>available for you</i>

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

You are about to leave Nuveen's website and access a website that is unaffiliated with Nuveen. Nuveen does not assume responsibility or liability for the content or privacy policies of external sites.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com

By clicking on the continue button below, you will be taken to the Funds’ transfer agent and shareholder services website, provided by a third party. This third party is responsible for bookkeeping, data processing and administrative services for the maintenance of the Funds’ shareholder accounts.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

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

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

You are leaving Nuveen.com.

You are about to leave Nuveen's website and access a website that is unaffiliated with Nuveen. Nuveen does not assume responsibility or liability for the content or privacy policies of external sites.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are leaving Nuveen.com.

The information and services provided on this independent site are not reviewed, guaranteed, or endorsed by Nuveen or its affiliates.

You are about to access our website for Nuveen DMAT Cart

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

The Nuveen website for institutional investors is available for you.

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.

You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)