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Alternatives

Raising the bar — impact investing in a changing world

Rekha Unnithan
Managing Director, Co-Head of Impact Investing
Allison L. Spector
Director, Responsible Investment, Real Assets and Private Markets, Nuveen
Gathered hands with pink and yellow paint

Highlights

Impact by the numbers

Since Nuveen’s first private-markets impact investment in 1989, our capital has enabled low-income consumers to access essential services and affordable housing and disrupted traditional production processes and supply chains to achieve resource efficiency. This report shares the impact track record of our private markets impact investing portfolio over the last decade and showcases its ability to drive sustainable development for people and planet.

$1 billion in committed capital since inception

Portfolio snapshot

Nuveen’s reach is global, but our impact is local. Over the last decade, our capital has enabled over 200 companies and fund managers to drive resource efficiency and deliver financial services, healthcare and education to underserved consumers in emerging markets, and preserved 20,000 affordable housing units across America.

Over $1B in impact investing globally

Our theory of change

Global challenges, local solutions

Nuveen aims to take a material step toward achieving important social and environmental outcomes by investing in solutions that drive efficiency, productivity and scale in sustainable development for undeserved people and the planet.

At the core of our impact investment thesis is the emerging low-income consumer and the belief that she is underserved in her access to basic products and services such as financial services, healthcare, education and housing. We finance companies that help to narrow the gap in the supply and demand for these services.

We also recognize the need to improve resource efficiency and reduce waste if we are to sustain a growing global population. That’s why we invest in companies that disrupt traditional supply chains and production processes – such as the built environment, agriculture and manufacturing – to make them more sustainable.

Technology is a cross-cutting feature of everything we do and plays an important role across our investment thesis. For example, technology can lower cost and increase scale by making it cheaper and easier to deliver financial services like credits, savings and insurance.

Table of sector, challenge, opportunity, and our solution

Learn more about the retrospective on Nuveen’s private markets impact investing portfolio from 2009 – 2018

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Endnotes

1Nuveen defines impact investing according to the Global Impact Investing Network (GIIN) definition: Impact investments are investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return. https://thegiin.org/impact-investing/

2The figures stated below are absolute at an investee level and have not been adjusted to reflect Nuveen’s pro rata ownership share.

3Low income defined and reported by each investee, based on geography and operating context.

4https://www.epa.gov/energy/greenhouse-gas-equivalencies-calculator

5Excludes patients reached through mobile health services.

6Defined as affordable for people earning less than 60% of area median income (AMI).

7https://www.epa.gov/energy/greenhouse-gas-equivalencies-calculator

8https://globalfindex.worldbank.org/

9Annals of the New York Academy of Sciences, 2008.

10Steer L, van Fleet JW, Sacks G, Burnett N, Isenman P, King E, Wils A, et al. The Learning Generation: Investing in Education for a Changing World. New York: International Commission on Financing Global Education Opportunity, 2016.

11UNICEF. Education Cannot Wait: A Fund for Education in Emergencies. London: UNICEF, 2016.

12Joint Center for Housing Studies (JCHS) State of the Nation’s Housing 2019. Cost burdened is defined as households spending more than 30 percent of income on housing, with severely cost burdened defined as spending more than half of its income on housing. https://www.jchs.harvard.edu/state-nations-housing-2019

13https://www.epa.gov/lmop/basic-information-about-landfill-gas#methane

Risks and other important considerations

This material is provided for informational or educational purposes only and does not constitute a solicitation in any jurisdiction. Moreover, it neither constitutes an offer to enter into an investment agreement with the recipient of this document nor an invitation to respond to it by making an offer to enter into an investment agreement.

This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of yields or returns, and proposed or expected portfolio composition. Moreover, certain historical performance information of other investment vehicles or composite accounts managed by Nuveen has been included in this material and such performance information is presented by way of example only. No representation is made that the performance presented will be achieved by any Nuveen funds, or that every assumption made in achieving, calculating or presenting either the forwardlooking information or the historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein by way of example.

This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by Nuveen to be reliable, and not necessarily all-inclusive and are not guaranteed as to accuracy. There is no guarantee that any forecasts made will come to pass. Company name is only for explanatory purposes and does not constitute as investment advice and is subject to change. Any investments named within this material may not necessarily be held in any funds/accounts managed by Nuveen. Reliance upon information in this material is at the sole discretion of the reader. They do not necessarily reflect the views of any company in the Nuveen Group or any part thereof and no assurances are made as to their accuracy.

Past performance is not a guide to future performance. Investment involves risk, including loss of principal. The value of investments and the income from them can fall as well as rise and is not guaranteed. Changes in the rates of exchange between currencies may cause the value of investments to fluctuate.

Nothing set out in these materials is or shall be relied upon as a promise or representation as to the past or future.

This material is presented for informational purposes only and may change in response to changing economic and market conditions. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients. Certain products and services may not be available to all entities or persons. Past performance is not indicative of future results.

Selection for securities based on environmental, social, and governance (ESG) criteria, an investor may forgo some market opportunities available to portfolios that don’t use these criteria.

Nuveen provides investment advisory solutions through its investment specialists.

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