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Separately Managed Accounts

Customized Taxable Fixed Income

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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.

Asset class: Taxable fixed income

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

Customization options and implementation examples


customized TFI SMA page 

Customization through collaboration
Our dedicated team of portfolio managers, client portfolio managers and credit research analysts collaborate with you and your financial professional to customize the strategy, within program parameters, to address your individual objectives: risk profile, cash flow, investment flexibility, tax management and other financial goals.

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Access a full range of taxable fixed income capabilities
Nuveen offers the ability to customize actively managed strategies. Limited customizations may also be available for the ladder, investment grade corporate and intermediate government/credit portfolios.

At a glance

  Intermediate government Intermediate government/credit Investment grade corporate U.S. government bond ladder U.S. corporate bond ladder
Sectors U.S. Treasuries
U.S. agencies

U.S. Treasuries
U.S. agencies
U.S. corporates
U.S. corporates U.S. Treasuries U.S. corporates
Credit Quality Range U.S. Treasuries/agencies AAA to BBB-, custom
AAA to BBB-, custom U.S. Treasuries AAA to A-
Duration Target (years) 3-5, custom 3-5, custom 3-5, custom varies, custom varies, custom
Maturity Ranges (years) 1-10, custom 1-10, custom 1-10, custom 1-7, 1-10, 1-15, custom 1-5, 1-7, 1-10, 1-15, custom


1. Higher fees may apply

2. Requires institutional custodian

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

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.

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

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