The information contained within this presentation is about the Nuveen/SEI Trust Company Investment Trust and the Nuveen/SEI Trust Company Investment Trust III.
Investing involves risk; principal loss is possible. There is no guarantee the CIT investment objectives will be achieved. The CITs are subject to the risks and invest primarily in stocks and bonds. Large cap stocks may grow more slowly than the overall market. Growth stocks and stocks issued by smaller companies are more volatile than other stocks. Bonds lose value when the issuer is unable to make interest and principal payments when due or otherwise faces a decline in its credit quality. They experience volatility when interest rates fluctuate. Rising interest rates can cause bond prices to fall. Declining interest rates can cause bond income to fall. Non-U.S. investments involve risks including currency fluctuation, political and economic instability, and lack of liquidity and differing legal and accounting standards. These risks are magnified in emerging markets.
SEI Trust Company (the “Trustee”) serves as the Trustee of the Funds and maintains ultimate fiduciary authority over the management of, and the investments made, in the Funds. The Funds are part of Collective Investment Trusts (the “Trusts”) operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI). Any guarantees under annuities issued by TIAA are subject to TIAA's claims-paying ability. Effective 01 May 2024, the Nuveen TIAA Lifecycle Blend CIT Series have been renamed the Nuveen Lifecycle Blend CIT Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. Effective 01 May 2024, the Nuveen TIAA Lifecycle CIT Series have been renamed the Nuveen Lifecycle CIT Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Effective 01 May 2024, the Nuveen TIAA Lifecycle Index CIT Series have been renamed the Nuveen Lifecycle Index Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management.
Each CIT is part of the Trusts operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI). The CITs are managed by the Trustee, based on the investment advice of Nuveen Fund Advisors, LLC the investment adviser to the Trusts and Nuveen Asset Management, LLC and LLC and Winslow Asset Management, LLC as investment sub-adviser to the CITs.
The CITs are assets of participating tax qualified pension and profit sharing plans and related trusts, governmental plans and other eligible plans, as more fully described in the Declaration of Trust. As bank collective investment trusts, the Trust is exempt from registration as an investment company.
A plan fiduciary should consider the CITs' objectives, risks, and expenses before investing. This and other information can be found in the Declaration of Trust and the Disclosure Memoranda. The CITs are not a mutual fund, and its units are not registered under the Securities Act of 1933, as amended, or the applicable securities laws of any state or other jurisdiction. Please refer to www.nuveen.com/CIT for more information. Any guarantees under annuities issued by TIAA are subject to TIAA's claims-paying ability.
Effective 01 May 2024, the Nuveen TIAA Lifecycle Blend CIT Series have been renamed the Nuveen Lifecycle Blend CIT Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Please see the Fund’s prospectus supplement dated 22 Jan 2024 for more details where applicable.
Effective 01 May 2024, the Nuveen TIAA Lifecycle CIT Series have been renamed the Nuveen Lifecycle CIT Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Please see the Fund’s prospectus supplement dated 22 Jan 2024 for more details where applicable.
Effective 01 May 2024, the Nuveen TIAA Lifecycle Index CIT Series have been renamed the Nuveen Lifecycle Index Series and underlying funds in the suite have been renamed from TIAA-CREF to Nuveen. These changes did not impact the Funds’ investment strategy or portfolio management. Please see the Fund’s prospectus supplement dated 22 Jan 2024 for more details where applicable.
