Important Information
This site has been created for exclusive use by institutional investors only and does not take into account investment objectives, financial situation or specific needs of any individual investor. Information should not be the sole basis for any investment decision.
If you are not an institutional client, consultant or financial professional and are looking for more information about mutual funds and other products at Nuveen, please visit our site at www.nuveen.com.
Past performance is not a guarantee of future performance. All investments involve some degree of risk including loss of principal. Investment objectives may not be met.
By agreeing you are confirming you are being truthful, acknowledging you have read the information above and accept the terms and conditions set out with this site and meeting the intended audience requirement for this site. Not all content on this site is appropriate or applicable for the general public and we cannot guarantee consequences with the use of this information by unauthorized or unintended users. Content on this site may not be redistributed and is for informational purposes only and does not constitute investment advice or provide a solicitation of an offer to buy any security.
Taft-Hartley Plans face a complex array of challenges from growing and managing assets to meet liabilities, to managing risk in a world of ongoing uncertainty. Nuveen’s Taft-Hartley team understands these unique challenges and offers comprehensive solutions to help meet long term investment goals. Our expertise combines the heritage of two 100-plus-year-old firms — TIAA and Nuveen — to provide clients with a full array of capabilities and solutions managed by dedicated specialist investment teams across all asset classes. Combining premier public and private investment management capabilities with deep and long-standing relationships, Nuveen provides solutions designed to help ensure that Taft-Hartley plans meet their long-term goals.
$1.2T
Assets under management1
#5
Active US equity2
#3
Largest managers of fixed-income assets in the U.S.3
Top 5
Real estate investment manager globally4
Fixed income strategies for low and rising rates
- Despite concern about rising rates, the more serious issue for
institutional investors is historically low yields and the outlook
for below-average fixed income returns in the future. - The eight-year bull market and benign credit environment
have largely masked the risks of increasing equity exposure or
relying on a broad U.S. bond market benchmark to meet
expected rates of return. - Diversifying fixed income portfolios with “plus” sectors, such
as emerging market debt and floating rate loans, and private
strategies — middle market senior loans and mezzanine debt
— can be a partial solution to low yields and rising rates.5
Strategies
Think Corporate pension
1 As of 31 Dec 2020. Nuveen assets under management (AUM) is inclusive of underlying investment specialists. Totals may not equal 100% due to rounding.
2 Pensions & Investments, 28 May 2018. Rankings based on institutional tax- exempt assets under management as of 31 Dec 2017, reported by each responding asset manager.
3 ANREV/INREV/NCREIF Fund Manager Survey 2020. Survey illustrated rankings of 140 fund managers globally by AUM as at 31 Dec 2019.
4 As of 31 Dec 2020. Nuveen assets under management (AUM) is inclusive of underlying investment specialists. Totals may not equal 100% due to rounding.
5 Includes 285 real estate investment professionals, supported by over 250 Nuveen employees.
2 Pensions & Investments, 28 May 2018. Rankings based on institutional tax- exempt assets under management as of 31 Dec 2017, reported by each responding asset manager.
3 ANREV/INREV/NCREIF Fund Manager Survey 2020. Survey illustrated rankings of 140 fund managers globally by AUM as at 31 Dec 2019.
4 As of 31 Dec 2020. Nuveen assets under management (AUM) is inclusive of underlying investment specialists. Totals may not equal 100% due to rounding.
5 Includes 285 real estate investment professionals, supported by over 250 Nuveen employees.
