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Key distinctions
  • Strategic allocation to global equities and fixed income that diversifies across countries, regions, market caps and investment styles to seek outperformance and manage risk
  • Responsible investments that have delivered both competitive returns and positive social and environmental outcomes from an experienced industry leader
  • Actively managed portfolio allocations to ETFs within targeted risk profiles to help achieve investor objectives and manage risk in dynamic markets

Seeking growth with positive impact

These model growth portfolios offer a broad range of diversified allocations with potential for attractive long-term total return and exposure to responsible investments.

Highlights
  • We rebalanced the portfolio back to its strategic weights.
  • From a tactical perspective, we maintained our overweight to U.S. large-cap value and U.S. high yield, with an underweight to U.S. large-cap growth.
  • Value over growth due to our preference for a more defensive posture. The U.S. Federal Reserve is attempting to engineer a soft landing and reduce inflation, however, the extent of interest rate hikes will make this challenging. The Federal Reserve has limited ability to directly reduce inflation, as external shocks like supply chain challenges and the Russia/Ukraine war are out of the Fed’s control.
  • U.S. high yield (o/w) offers an attractive yield of ~9% with less duration than core bonds. Additionally, if the economy moves into a recession, we do not expect a significant pickup in default rates in high yield, while equities face a larger downside risk likely driven by negative earnings revisions.
  • As of 27 Sep 2022, the ESG Moderate Growth portfolio delivered a 17% improvement in MSCI ESG Quality Score and a 48% improvement in MSCI ESG Carbon Intensity score over its Morningstar peers.

Target allocations

LOWER
HIGHER
POTENTIAL VOLATILITY AND RETURN

Performance

Average annual total returns

Performance data shown represents past performance and does not predict or guarantee future results. Performance shown is based on a representative account. Nuveen model portfolios are intended to illustrate how combinations of Nuveen affiliated products could be used to achieve the stated investment objectives. The value of the portfolio will fluctuate based on the value of the underlying securities. Daily returns are calculated net of underlying Fund expenses. Total returns for a period of less than one year are cumulative. Results are inherently limited and do not represent actual results and may not account for the impact of the general market.

Current expense ratios

Expense ratios are represented by the weighted average expense ratio of the blended model portfolio and are based on the Funds’ most recent fiscal year end. Please see the underlying fund prospectuses for details.

Characteristics

  • MSCI ESG Quality and Carbon Intensity Scores
  • Asset allocation

MSCI ESG Quality and Carbon Intensity Scores

Higher ESG Score indicates stronger ESG practices and ability to manage material ESG issues relative to industry peers.

Lower Carbon Intensity Score indicates a more favorable (lower) level of CO2 emissions per $MM sales.

MSCI ESG Quality Score ("Quality Score") measures the ability of underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors. The Quality Score is calculated as the weighted average of the underlying holdings' ESG Scores. The Quality Score is provided on a 0-10 score, with 0 and 10 being the respective lowest and highest possible fund scores. MSCI rates underlying holdings according to their exposure to 37 industry specific ESG risks and their ability to manage those risks relative to peers. Carbon Intensity Score is measured in tons CO2/$M sales. Since companies with higher carbon intensity are likely to face more exposure to carbon related market and regulatory risks, this metric indicates a fund’s exposure to potential climate change-related risks relative to other funds or a benchmark. To be included in MSCI Fund Metrics, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research, the fund’s holdings date must be less than one year old, and the fund must have at least ten securities.
Data sources: MSCI, Morningstar

Asset allocation

Literature

Related content
Socially responsible investing
By embedding ESG factors into investment research, due diligence, portfolio construction and ongoing monitoring, we seek to improve clients’ long-term performance and reduce risk.
What you need to know about ESG ETFs
Jordan Farris of Nuveen explains how ESG investing has evolved over the years, debunks common misconceptions about this approach, and highlights some key distinctions and benefits of Nuveen’s ESG ETFs.
The Nuveen ESG growth models are designed to help financial professionals allocate to meet sustainable and responsible investment standards, aligned with general levels of investor risk tolerance.
Important information on risk

Model portfolios

Nuveen model portfolios (“models”) are intended to illustrate how combinations of Nuveen affiliated products could be used to achieve the stated investment objectives. Results are inherently limited and do not represent actual results and may not account for the impact of the general market. Models are not automatically rebalanced; allocations may not achieve model objectives and are not guaranteed. Both the actual underlying Funds and model allocations may vary. Allocations are reviewed periodically and may change based on Nuveen's strategic and tactical views. There are no management or other fees at the model level; however fees apply for the underlying Funds as outlined in each Fund’s prospectus. The models’ risks are directly related to those of the underlying Funds, as described below. Allocations may not match a client’s actual experience from an account managed in accordance with the model portfolio allocation.

Important information on risk

Investing involves risk; principal loss is possible. Risks apply to those underlying Funds in the allocation of the models and there is no guarantee the Funds’ investment objectives will be achieved. ETFs seek to generally track the investment results of an index; however the ETF may underperform, outperform or be more volatile than the referenced index. In addition, because the Index selects securities for inclusion based on environmental, social, and governance (ESG) criteria, the Fund may forgo some market opportunities available to funds that don’t use these criteria. Other risks considerations include credit, interest rate, equity securities, growth stocks, large-capitalization stocks, value stocks, smaller companies, non-U.S. investments, emerging markets, and concentration in a single industry sector or country. Not all risks apply to all Funds. These and other risks are described in the prospectus of each Fund. Asset allocation (or diversification) does not assure a profit or protect against loss.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

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

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

FRM® (Financial Risk Manager) is a trademark owned by the Global Association of Risk Professionals.

About the benchmarks

Model portfolio performance is evaluated in relation to a series of benchmarks that consist of appropriate weights of market indexes representing equity and fixed income market sectors. Each benchmark is created by applying the performance of the four indexes in proportion to each model portfolio’s strategic allocations to those market sectors. The benchmarks are reset to their strategic weight allocations at the end of each quarter, given this is the periodicity of the portfolio update process for the model portfolios. The benchmarks do not reflect any fees, brokerage commissions or other expenses but do reflect the reinvestment of dividends. The benchmark is unmanaged and does not reflect the payment of advisory fees and other expenses associated with investing in a mutual fund, commingled fund or separate account.
Conservative growth index blend is comprised of a weighting of 13% Russell 3000® Index, 7% MSCI ACWI ex-U.S. IMI Index and 80% Bloomberg U.S. Aggregate Bond Index.Moderate conservative growth index blend is comprised of a weighting of 26% Russell 3000® Index, 14% MSCI ACWI ex-U.S. IMI Index and 60% Bloomberg U.S. Aggregate Bond Index. Moderate growth index blend is comprised of a weighting of 39% Russell 3000® Index, 21% MSCI ACWI ex-U.S. IMI Index and 40% Bloomberg U.S. Aggregate Bond Index. Aggressive growth index blend is comprised of a weighting of 52% Russell 3000® Index, 28% MSCI ACWI ex-U.S. IMI Index and 20% Bloomberg U.S. Aggregate Bond Index. All equity growth index blend is comprised of a weighting of 65% Russell 3000® Index and 35% MSCI ACWI ex-U.S. IMI Index. It is not possible to invest directly in an index.

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.


Featuring portfolio management by Nuveen Asset Management, LLC, an affiliate of Nuveen, LLC.

Nuveen Securities, LLC, member FINRA and SIPC.

OCM-2450657PR-Q0922P

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