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Customized Taxable Fixed Income
Strategy description
Taxable bond investing customization
Investors increasingly desire an active role in identifying solutions that may help satisfy their financial objectives. Nuveen offers access to the expertise of a leading portfolio management team with flexibility to customize portfolios to meet individual client needs.
Investment process
Nuveen seeks to optimize value through the careful analysis of fundamentals, technical and valuations. We use fundamental macroeconomic analysis and fair value models to identify opportunities along the yield curve. We believe strong long-term performance may be achieved by focusing on three key return drivers: interest rate sensitivity, yield-curve positioning and sector/security selection.
Ladders are built based on the designated maturity range. The portfolio positions are monitored for credit worthiness, without active trading occurring unless warranted by credit events or client needs. The global fixed income team maintains the designated maturity by purchasing new bonds at the longest available maturity in the range to replace those that reach the maturity minimum. Portfolio managers also may invest in callable bonds, which if called prior to maturity, will generate the need to reinvest the proceeds to maintain the composition of the specified laddered portfolio.
Start the journey
Our dedicated investment professionals at Nuveen collaborate with financial professionals and clients to identify individual objectives and develop a strategy.
Talk with us about your goals
Understanding what our clients want and how to tailor portfolios that meet their needs is second nature to us.
Collaborate to create your portfolio
Consult with us to review individual holdings, and we can recommend action steps based on particular objectives.
We’re driving results
As an account is being invested, we’re here to provide regular updates. Once in place, the portfolio is optimized for rebalancing and tax loss harvesting as applicable.
At-a-glance
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Intermediate government | Intermediate government/credit | Investment grade corporate | U.S. government bond ladders | U.S. corporate bond ladders |
Sectors
•U.S. agencies |
•U.S. agencies •U.S. corporates |
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Credit quality range
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Average duration target (years)
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Average maturity target (years)
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1-10, 1-15, custom |
1-7, 1-10, 1-15, custom |
Literature and resources
Quick links
1Higher account minimum may apply.
A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives.
SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $350,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.
Important information on risk
All investments carry a certain degree of risks and it is important to review investment objectives, risk tolerance, tax-liability and liquidity needs before choosing an investment style or manager. Strategy may frequently invest in derivatives which can include, but are not limited to, options, futures contracts and options on futures contracts, foreign currency contracts, interest rate, total return and credit default swaps, options on swap agreements and interest rate caps and floors. Reasons for investing in derivatives include, but are not limited to, the following: to gain exposure to or protect against changes in the market, to maintain sufficient liquidity, to meet redemption requests, to provide protection against defaults, and to manage exposure to interest rates, credit risks and foreign currencies. A purchase or sell of a derivatives may result in certain risk including, but not limited to, losses in excess of the amount invested, unfavorable changes in interest rates, foreign currency risk, liquidity and default on the contract by counterparty. Portfolio in the composite do not borrow money for investment purposes.
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. Environmental, social and governance (ESG) refers to three central factors in measuring the sustainability and ethical impact of an investment in a company or business.
Check with your financial professional for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.
Nuveen Asset Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.
4011371-1126
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