Nuveen, LLC provides investment solutions through its investment specialists.
Nuveen, LLC is a wholly owned subsidiary of Teachers Insurance and Annuity Association of America. Nuveen Asset Management, LLC, Winslow Capital Management, LLC, AGR Partners LLC, Churchill Asset Management LLC, Nuveen Churchill Advisors LLC, Gresham Investment Management LLC, Nuveen Fund Advisors, LLC, Teachers Advisors, LLC, TIAA-CREF Investment Management, LLC, and Nuveen Alternatives Advisors LLC are SEC registered investment advisers. In addition, Nuveen Asset Management, LLC is a member of the National Futures Association and a Commodity Futures Trading Commission (“CFTC”) registered Commodity Trading Advisor, and Gresham Investment Management LLC is a member of the National Futures Association and the Futures Industry Association and is a CFTC registered Commodity Pool Operator and Commodity Trading Adviser.
For more information regarding any of our registered investment advisers, please see the adviser’s Form ADV.
Nuveen Securities, LLC is an SEC registered broker-dealer, a Financial Industry Regulatory Authority member and is registered with the Municipal Securities Rulemaking Board.
1 Pensions & Investments, 12 Jun 2023. Rankings based on total worldwide institutional assets as of 31 Dec 2022 reported by each responding asset manager, with 434 firms responding; updated annually. TIAA is the parent company of Nuveen.
2 For its stability, claims-paying ability and overall financial strength, Teachers Insurance and Annuity Association of America (TIAA) is a member of one of only three insurance groups in the United States to currently hold the highest rating available to U.S. insurers from three of the four leading insurance company rating agencies: A.M. Best (A++ as of 7/23), Fitch (AAA as of 8/23) and Standard & Poor's (AA+ as of 9/22), and the second highest possible rating from Moody’s Investors Service (Aa1 as of 9/23). There is no guarantee that current ratings will be maintained.
The financial strength ratings represent a company’s ability to meet policyholders’ obligations and do not apply to any product or service not fully backed by TIAA’s claims-paying ability. The ratings also do not apply to the safety or the performance of the variable accounts or mutual funds, which will fluctuate in value.
3 As of 31 Mar 2024. Nuveen assets under management (AUM) is inclusive of underlying investment specialists.
4 As of 31 Mar 2024; updated annually.
5 Nuveen as of 30 Sep 2023; world’s largest pension funds 2023 based on research study from Willis Towers Watson, Thinking Ahead Institute | Pensions & Investments, September 2023, rankings based on U.S. funds’ data as of 30 Sep 2022 and non U.S. funds’ data as of 31 Dec 2022, with certain exceptions; updated annually..
6 Nuveen traces its history to 1898 when the company began underwriting municipal bonds, and TIAA was founded in 1918.
** ESG integration is the consideration of financially material ESG factors into investment research 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.
✝ 2015-2023. The World’s Most Ethical Company assessment is based upon the Ethisphere Institute’s Ethics Quotient® (EQ) framework which offers a quantitative way to assess a company’s performance in an objective, consistent and standardized way. The information collected provides a comprehensive sampling of definitive criteria of core competencies, rather than all aspects of corporate governance, risk, sustainability, compliance and ethics. Scores are generated in five key categories: ethics and compliance program (35%), corporate citizenship and responsibility (20%), culture of ethics (20%), governance (15%) and leadership, innovation and reputation (10%) and provided to all companies who participate in the process. The full list of World’s Most Ethical Companies: https://www.worldsmostethicalcompanies.com/honorees/.
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the loss of principal. Certain products and services may not be available to all entities or persons. There is no guarantee that the Fund's investment objectives will be achieved.
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.
Investors should be aware that alternative investments are speculative, subject to substantial risks including the risks associated with limited liquidity, the potential use of leverage, potential short sales and concentrated investments and may involve complex tax structures and investment strategies. Alternative investments may be illiquid, there may be no liquid secondary market or ready purchasers for such securities, they may not be required to provide periodic pricing or valuation information to investors, there may be delays in distributing tax information to investors, they are not subject to the same regulatory requirements as other types of pooled investment vehicles, and they may be subject to high fees and expenses, which will reduce profits.