Understanding your clients’ goals and designing the appropriate portfolio to help achieve them is one of the most important things you do. Our resources are designed to equip you with the education and support necessary to implement a powerful, consistent process for aligning portfolios with the goals of your clients.
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.
Quickly evaluate different MFs, CEFs and ETFs against one another
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Construct purposeful portfolios
|Program||Continuing education credits (1 hr)||On-demand||Audience||Abstract|
|Construct purposeful portfolios|
|Making an impact: A financial professional’s guide to the responsible investing opportunity||CFP, IWI||Register now||Financial Professional|
|Make an impact: Help position your portfolio for tomorrow’s economy||Investor|
Incorporating responsible investing into your practice can help to attract and retain clients, as well as keep you competitive amongst your peers. Utilize this program as a starting place or opportunity to more deeply engage in responsible investing.
Please be advised, this content is restricted to financial professional access only.