TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Keith Jones
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Head of U.S. Client Solutions, Global Cities
- Senior Managing Director and Co-Head of Global Alternatives Product, Nuveen
About Keith
Keith is a senior managing director and is responsible for the development and ongoing management of alternative investment products distributed through Nuveen’s U.S. institutional, wealth management and retirement channels. Products include private funds, registered funds and separate accounts delivering access to real estate, real asset and private market strategies. Keith is also a member of Nuveen’s Alternative Investment Committee.
Prior to joining the firm in 2016, he spent five years at Barclays where he was responsible for the origination, distribution and ongoing management of private equity, hedge funds and other private investments offered to high net worth individuals, family offices and institutional investors. Prior to Barclays, Keith worked at Merrill Lynch in the global investment solutions group where he focused on product development and new initiatives, and eventually entered a leading role within the alternative investments group responsible for real asset origination. Keith began working in the investment industry in 2006.
Keith graduated with a B.S. in Business Administration, with an emphasis in Finance and Accounting, from the University of Colorado at Boulder.
Prior to joining the firm in 2016, he spent five years at Barclays where he was responsible for the origination, distribution and ongoing management of private equity, hedge funds and other private investments offered to high net worth individuals, family offices and institutional investors. Prior to Barclays, Keith worked at Merrill Lynch in the global investment solutions group where he focused on product development and new initiatives, and eventually entered a leading role within the alternative investments group responsible for real asset origination. Keith began working in the investment industry in 2006.
Keith graduated with a B.S. in Business Administration, with an emphasis in Finance and Accounting, from the University of Colorado at Boulder.