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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

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Municipal Bond Ladder Tool

Learn how a laddered portfolio may perform in rising rate environments

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Responsible investing

We believe responsible investing is vital for long-term success

Responsible investing drives better outcomes for investors, our communities and the planet and is an integral part of our process. By embedding environmental, social, and governance (ESG) factors into investment research, due diligence, portfolio construction and ongoing monitoring, we seek to improve clients’ long-term performance and reduce risk.

Latest insights

Responsible Investing Responsible investing’s role in risk mitigation

Investors have become increasingly focused on risk mitigation, and are seeing the benefits of their responsible investments.

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Responsible Investing 2023 Proxy Season Preview

The momentum and support for environmental, social and governance (ESG) integration into the investment process has reached critical mass.

Responsible Investing 2021 – 2022 Annual Responsible Investing Stewardship Report

Welcome to our 2021-2022 Responsible Investing Stewardship Report, which chronicles our active-ownership initiatives and the outcomes we achieved over the past year.

Additional insights and resources

Infrastructure

Investing in listed infrastructure

Investors looking for alternative sources of capital appreciation or income should consider listed infrastructure. Learn more from this educational primer.

Jay L. Rosenberg | 23 May 2023

Responsible Investing

Nuveen in 90: The latest on ESG in workplace retirement plans

Reporting on our global impact investing network

Responsible Investing

Innovation in impact

09 Dec 2022

Alternatives

ESG data takes center stage

07 Dec 2022

Fixed income

Nuveen in 90: Stephen M. Liberatore, CFA

29 Nov 2022

Responsible Investing

2022 Nuveen Natural Capital Sustainability Report

30 Jun 2022

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RESPONSIBLE INVESTING

Key proxy vote rationales for 2021 – 2022

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Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional have no sales charge and may be purchased by specified classes of investors.

Why Nuveen for responsible investing?

$42B

in RI-focused strategies¹

5 decades

spent championing RI and building a better world

30+

dedicated RI professionals²

4/5 stars

average across PRI modules³

Investing involves risk, principal loss is possible.

¹ As of 30 Sep 2022; AUM shown one quarter in arrears. Includes all strategies with ESG or Impact as part of the investment objectives.
² As of 31 Dec 2022.

³ Principles for Responsible Investment (PRI), 2021 Assessment Report for Nuveen, December 2022, average star score across all modules; updated annually.

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