Unlocking Nuveen’s best ideas to improve portfolio outcomes
The Portfolio Strategy Group partners with financial professionals to create a personalized model portfolio review, incorporating forward-looking insights from Nuveen’s investment leaders. nSights offers guidance into portfolio construction, asset allocation, manager selection and risk management. Our analysis helps uncover key factors, hidden risks and strategic opportunities – across public and private markets – giving you deeper insight to strengthen portfolios.
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What to expect with an nSights portfolio review
A member of the Portfolio Strategy Group works with advisors and their clients to review a model portfolio and generate a custom analytics report. The report includes performance reporting, expected return and risk estimates, risk factor contribution analysis and stress testing that is unique to the portfolio holdings. The team will discuss the report with you, share ideas and gather feedback about how you might want to alter the portfolio mix to achieve a desired portfolio outcome.
