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Nuveen leveraged finance

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An integrated and robust leveraged finance platform

Nuveen’s leveraged finance platform is one of the industry’s largest and robust providers of high yield credit, broadly syndicated loans, CLOs1. With $42 billion in assets under management, including $17 billion in CLO products, our 40+ investment professionals provide enhanced access to an asset class where scale, research depth and a focus on active management are critical to producing better results. As part of the broader Nuveen global fixed income platform, the leveraged finance team has access to substantially additive resources across various asset classes which provides the team a holistic view of global fixed income markets. Additionally, the firm's long history of investing materially alongside our clients ensures strong alignment with their interests.

Related Topics

We believe our market presence, sector expertise and active approach provide an advantage for our clients

Size and scale

  • Significant resources: 40+ investment professional team dedicated to leveraged finance
  • Leading scale: Top-5 global fixed income manager 1; $1.2T parent organization aligned with clients

Deep sector expertise

  • Cycle-tested team: 25+ year heritage and 15+ average years of industry experience across leveraged finance
  • Integrated platform: One investment committee across high yield credit, broadly syndicated loans, CLOs and alternative/hedged strategies leveraging a singular research process

Disciplined research process

  • Differentiated approach: Daily re-underwriting of credit risk and valuation, from both a long and short view, which permeates throughout the team's process, enhances underwriting, and leads to proactive risk management
  • ESG integration: Proprietary ESG scores and transparency ratings, systematically produced and integrated within the fundamental credit underwriting process, results in identification of potential risks and targeted opportunities to engage with issuers

Active management

  • Long-term perfomance: Downside risk mitigation and proactive management of credit risk to uncover total-return opportunities within liquid issuers
  • Engagement: Market presence within leveraged finance enables the team to actively engage with issuers in order to identify risks and uncover opportunities

Depth, breadth, and scale in leveraged finance

$42B
Assets under management*
40+
Dedicated professionals*
25+
Year history in leveraged finance

Our leveraged finance capabilities

Senior loans

Seeks to generate attractive risk-adjusted return within the liquid, broadly syndicated loan market by focusing on downside risk mitigation and proactive management of credit risk. Carry is expected to be main driver of return however opportunistic use of catalyst driven investments may result in additional total return.

Senior loan ESG

Seeks to generate attractive risk-adjusted return within the liquid, broadly syndicated loan market by focusing on downside risk mitigation and proactive management of credit risk, while intentionally allocating at least 85% of capital to a higher standard for ESG and transparency factors based on the team's proprietary ESG framework. Carry is expected to be main driver of return however opportunistic use of catalyst driven investments may result in additional total return.

High yield

Seeks to generate attractive income and total return with lower volatility than the broader high yield market. Invests primarily in the higher quality segments of the high yield corporate bond market, with tactical exposure to senior loans during changing market conditions. Income serves as the primary source of total return.

High yield ESG

Seeks favorable long term total return through income and capital appreciation within the broader high yield market while intentionally allocating at least 85% of capital to a higher standard for ESG and transparency factors based on the team's proprietary ESG framework. Invests across the full credit spectrum of the high yield corporate bond market, with tactical exposure to senior loans and convertible bonds during changing market conditions. Price appreciation along with carry are expected to drive total return.

High yield income

Seeks favorable long-term total return through income and capital appreciation. Invests across the full credit spectrum of the high yield corporate bond market, with tactical exposure to senior loans and convertible bonds during changing market conditions. Price appreciation along with carry are expected to drive total return.

CLO issuance

Seeks to generate an attractive, cash flow-driven return profile by primarily providing investors with majority positions in the equity of newly issued Nuveen managed CLOs.

CLO investing

Seeks to generate attractive return by primarily investing in debt and equity tranches of third-party CLOs purchased in the secondary and primary markets.

Convertible arbitrage

Seeks to provide attractive risk adjusted returns through convertible arbitrage along with tactical investments in high yield, loans, and CLO liabilities.

Featured insights
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Alternative credit 2H 2024 Alternative credit insights: Investing for resiliency
01 Aug 2024
The changing of CLOs
Fixed income The changing face of CLOs: reflecting on its evolution
Himani Trivedi
01 Nov 2024
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Alternative credit The case for investment grade private credit
Laura Parrott
01 Aug 2024
Management committee
Anders Persson
Anders Persson, CFA® Chief Investment Officer, Head of Global Fixed Income
Kevin Lorenz
Kevin Lorenz, CFA Head of High Yield
Scott Caraher
Scott Caraher Head of Senior Loans
Trivedi, Himani
Himani Trivedi Head of Structured Credit
James Kim
James Kim Head of Leveraged Finance Research and Co-Head of Distressed
Christopher Williams
Christopher Williams Head of Leveraged Finance Trading
Hagopian Shant
Shant Hagopian Head of Leveraged Finance Business Strategy and Development
Contact us
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London
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+44 20 3727 8000
201 Bishopsgate, London, United Kingdom

Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

ESG integration is the consideration of financially material ESG factors in support of portfolio management for actively managed strategies. Financial materiality of ESG factors varies by asset class and investment strategy. Applicability of ESG factors may differ across investment strategies. ESG factors are among many factors considered in evaluating an investment decision, and unless otherwise stated in the relevant offering memorandum or prospectus, do not alter the investment guidelines, strategy or objectives.

All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside risk mitigation will be achieved.

* Assets under management data is as of 30 Jun 2024 and includes investments within multi-sector accounts.

1 Pensions & Investments, 10 Jun 2024. Nuveen was ranked #5 in high-yield securities and bank loans. Rankings based on total worldwide assets as of 31 Dec 2023 reported by each responding asset manager, with 411 firms responding; updated annually.

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The information contained on this website is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. YOUR CAPITAL IS AT RISK. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. 

Products, services, or strategies shown may not be available in certain jurisdictions and/or to certain investors. Recipients should inform themselves about and observe any applicable legal requirements. The information provided should not be considered a solicitation or an offer by Nuveen or its affiliates to provide any financial products or services in any jurisdiction where it is not otherwise authorized to do so. Any funds described herein are not for sale in the US or to US persons and are available under the conditions of the relevant offering document(s). If you are a US citizen or resident, please visit our website for US Financial Professionals or US Institutional Investors. Nuveen provides a range of products including investment advisory services, strategies, and expertise through its independent investment affiliates. Securities are offered through Nuveen Securities, LLC.

© 2024 Nuveen, LLC. All rights reserved.

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