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Separately Managed Accounts

Custom Fixed Income Solutions

Nuveen
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Strategy description

Custom Fixed Income Solutions strategies seek diversified exposure to investment grade and high yield fixed income sectors through an actively managed portfolio of individual securities and mutual funds/ETFs.

Asset class: Municipal & taxable fixed income

For term definitions and index descriptions, please access the glossary in the footer.

 

Portfolio at a glance

 
Strategy Dynamic Tax-Aware Fixed Income Dynamic Fixed Income
Benchmark Bloomberg Municipal 3-15 Year Blended Index Bloomberg Intermediate Government/Credit Index
Portfolio composition Tax-Exempt Sectors - 70% Strategic Weight:
  • Investment Grade Municipals
  • High Yield Municipals

Taxable Sectors - 30% Strategic Weight:
  • U.S. Treasuries/Agencies
  • Investment Grade Corporates
  • Taxable Municipals
  • U.S. TIPS
  • Preferred Securities
  • High Yield Corporates
  • International
Taxable Sectors - 100% Strategic Weight:
  • U.S. Treasuries/Agencies
  • Investment Grade Corporates
  • Taxable Municipals
  • U.S. TIPS
  • Preferred Securities
  • High Yield Corporates
  • International
Tax-Exempt Sectors - 0% Strategic Weight:
  • Investment Grade Municipals
  • High Yield Municipals
Key limits Up to 30% below investment grade Up to 30% below investment grade
Average duration 3 - 7 Years 3 - 6 Years
 

Investment process

The team executes strategy using a combination of individual securities and mutual funds/ETFs. Larger allocations to high quality, liquid sectors can employ individual securities to facilitate customization. Smaller allocations to specialized sectors typically use mutual funds/ETFs to provide diversification and liquidity.

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Nuveen Asset Management Custom Fixed Income Solutions — Dynamic Tax-Aware Fixed Income and Custom Fixed Income Solutions — Dynamic Fixed Income strategies are newly incepted and NAM has not previously managed these Dynamic strategies and this is no guarantee the Dynamic strategies will meet their investment objective. This report contains no recommendation to buy or sell any specific securities and should not be considered investment advice of any kind. The Dynamic strategies illustrates the risk profile of securities NAM would expect to own. Actual holdings depend upon valuations and market availability at the time of purchase. Individual account holdings and characteristics may differ from the strategy. Past performance is no guarantee of future results. Holdings and sector allocations (as a % of market value) are subject to change and are not recommendations to buy or sell. Specific securities described do not represent all of the securities purchased, sold or recommended over the past year and you should not assume the securities identified were or will be profitable. Individual portfolios may differ based on restrictions, substitutions and other factors. You cannot invest directly in an index.

Strategy may be available through other investment vehicles not listed above.

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 $250,000 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.

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.

A word on risk

An investment in any municipal portfolio should be made with an understanding of the risks involved in investing in municipal bonds, such as interest rate risk, credit risk, and market risk. Non-investment-grade and unrated bonds with long maturities and durations carry heightened credit risk, liquidity risk, and potential for default. Leverage involves the risk that a strategy could lose more than its original investment and also increases exposure to volatility, interest rate risk and credit risk. Preferred securities are subordinated to bonds and other debt instruments in a company’s capital structure and therefore are subject to greater credit risk. Foreign investments involve additional risks, including currency fluctuation, political and economic instability, lack of liquidity and differing legal and accounting standards. The value of the portfolio will fluctuate based on the value of the underlying securities. Please contact a tax advisor regarding the suitability of tax-exempt investments in your portfolio. Nuveen Asset Management is not a tax advisor. If sold prior to maturity, municipal securities are subject to gain/losses based on the level of interest rates, market conditions and the credit quality of the issuer. Income may be subject to the alternative minimum tax (AMT) and/or state and local taxes, based on the investor’s state of residence. Income from municipal bonds held by a portfolio could be declared taxable because of unfavorable changes in tax laws, adverse interpretations by the Internal Revenue Service or state tax authorities, or noncompliant conduct of a bond issuer. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

Nuveen Asset Management, LLC is a registered investment adviser and an investment specialist of Nuveen, LLC.

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