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", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/separately-managed-account-capabilities" }, { "@type": "InvestmentFund", "name": "1-7 Year Municipal Ladder", "identifier": "NAMML17", "description": "The objective of the Nuveen Asset Management Laddered Municipal Bond strategies is to provide tax-efficient current income from a portfolio of municipal bonds that will typically be held to maturity or are sold as they reach the portfolio’s minimum matu", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/1-7-year-municipal-ladder" }, { "@type": "InvestmentFund", "name": "1-10 Year Municipal Ladder", "identifier": "NAMML110", "description": "The objective of the Nuveen Asset Management Laddered Municipal Bond strategies is to provide tax-efficient current income from a portfolio of municipal bonds that will typically be held to maturity or are sold as they reach the portfolio’s minimum mat", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/1-10-year-municipal-ladder" }, { "@type": "InvestmentFund", "name": "1-15 Year Municipal Ladder", "identifier": "NAMML115", "description": "The objective of the Nuveen Asset Management Laddered Municipal Bond strategies is to provide tax-efficient current income from a portfolio of municipal bonds that will typically be held to maturity or are sold as they reach the portfolio’s minimum matu", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/1-15-year-municipal-ladder" }, { "@type": "InvestmentFund", "name": "5-15 Year Municipal Ladder", "identifier": "NAMML515", "description": "The objective of the Nuveen Asset Management Laddered Municipal Bond strategies is to provide tax-efficient current income from a portfolio of municipal bonds that will typically be held to maturity or are sold as they reach the portfolio’s minimum mat", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/5-15-year-municipal-ladder" }, { "@type": "InvestmentFund", "name": "10-25 Year Municipal Ladder", "identifier": "NAMML1025", "description": "The objective of the Nuveen Asset Management Laddered Municipal Bond strategies is to provide tax-efficient current income from a portfolio of municipal bonds that will typically be held to maturity or are sold as they reach the portfolio’s minimum mat", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/10-25-year-municipal-ladder" }, { "@type": "InvestmentFund", "name": "Core Bond", "identifier": "NAMCFI", "description": "The core bond strategy provides diversified exposure to traditional fixed income sectors.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/core-bond" }, { "@type": "InvestmentFund", "name": "Core Impact Bond", "identifier": "NAMCIB", "description": "The Municipal Total Return strategy combines holdings of investment grade, intermediate municipal bonds with a pooled investment vehicle that includes investment grade and below investment grade tax exempt securities.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/core-impact-bond" }, { "@type": "InvestmentFund", "name": "Core Plus Bond", "identifier": "NAMCPB", "description": "The Nuveen Core Plus Bond SMA strategy invests primarily in investment grade bonds with modest \"plus\" sector exposure. 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Learn more with Nuveen.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/customized-municipal-fixed-income" }, { "@type": "InvestmentFund", "name": "Customized Taxable Fixed Income", "identifier": "NAMCTFI", "description": "Taxable Bond Investing Customization: Investors are increasingly seeking opportunities to assume an active role in their portfolios and identify solutions that satisfy their individualized financial objectives.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/customized-taxable-fixed-income" }, { "@type": "InvestmentFund", "name": "Dividend Growth", "identifier": "SBAMDG", "description": "A broadly-diversified portfolio of mid- to large capitalization dividend-paying equities that seeks superior risk-adjusted returns from long-term investment in companies with the fundamentals to sustain future dividend growth and capital appreciation.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/dividend-growth" }, { "@type": "InvestmentFund", "name": "Dividend Value", "identifier": "NAMDV", "description": "The Nuveen Asset Management Dividend Value strategy seeks to achieve consistent, long-term out-performance with lower volatility by buying dividend payers with a value bias.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/dividend-value" }, { "@type": "InvestmentFund", "name": "Emerging Markets ADR", "identifier": "NAMEMADR", "description": "Emerging Markets ADR seeks a favorable long-term total return, mainly through capital appreciation, by investing primarily in emerging market equity investments. ", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/emerging-markets-adr" }, { "@type": "InvestmentFund", "name": "ESG Models", "identifier": "ESGM", "description": "ESG Models", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/esg-models" }, { "@type": "InvestmentFund", "name": "Flexible Income", "identifier": "NWQFI", "description": "Nuveen Flexible Income seeks to provide high current income and positive risk-adjusted capital appreciation by investing in corporate securities across the capital structure based on the team's assessment of relative value and risk.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/flexible-income" }, { "@type": "InvestmentFund", "name": "Global Dividend Growth ADR", "identifier": "SBAMGDFAO", "description": "The Nuveen Global Dividend Growth strategy is a broadly-diversified portfolio of global dividend-paying equities that seeks superior risk-adjusted returns from long-term investment in companies with the fundamentals to sustain future dividend growt", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/global-dividend-growth" }, { "@type": "InvestmentFund", "name": "Global Equity Income ADR", "identifier": "NWQGEIA", "description": "The Nuveen Global Equity Income strategy seeks to provide high current income and long-term capital appreciation by investing in global equity and income-producing securities.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/global-equity-income-adr" }, { "@type": "InvestmentFund", "name": "Intermediate ESG Municipal", "identifier": "NAMIEM", "description": "The Intermediate-Term ESG Municipal Bond strategy focuses on total return performance while seeking to provide consistent income.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/intermediate-esg-municipal" }, { "@type": "InvestmentFund", "name": "Intermediate Government", "identifier": "NAMIG", "description": "The Nuveen Asset Management Intermediate Government strategy seeks to deliver current income and capital appreciation by investing in U.S. government fixed income sectors.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/intermediate-government" }, { "@type": "InvestmentFund", "name": "Intermediate Government/Credit", "identifier": "NAMIGC", "description": "The Nuveen Asset Management Intermediate Duration Government/Credit strategy seeks to deliver current income and capital appreciation by investing in U.S. government and high-grade corporate securities.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/intermediate-government-credit" }, { "@type": "InvestmentFund", "name": "Intermediate High-Quality Municipal", "identifier": "NAMITHQMB", "description": "The Intermediate-Term High Quality Municipal Bond strategy focuses on total return performance while seeking to provide consistent income.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/intermediate-high-quality-municipal" }, { "@type": "InvestmentFund", "name": "Intermediate Term Municipal", "identifier": "NAMITMB", "description": "The Fund seeks to provide regular income to help investors meet income goals and manage taxes.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/intermediate-term-municipal-bond" }, { "@type": "InvestmentFund", "name": "International Dividend Growth ADR", "identifier": "SBAMIDGAO", "description": "The Nuveen International Dividend Growth strategy is a broadly-diversified portfolio of international dividend-paying equities that seeks superior risk-adjusted returns from long-term investment in companies with the fundamentals to sustain future", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/international-dividend-growth" }, { "@type": "InvestmentFund", "name": "International Opportunities ADR", "identifier": "NAMIGAO", "description": "A thematic growth portfolio that is geographically, economically, and demographically diversified.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/international-opportunities-adr" }, { "@type": "InvestmentFund", "name": "International Value ADR", "identifier": "NWQIV", "description": "The Nuveen International Value (ADR) strategy actively searches the world’s developed and emerging markets for securities that possess attractive absolute valuation, strong and/or improving franchise quality and favorable risk/reward.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/international-value-adr" }, { "@type": "InvestmentFund", "name": "Investment Grade Corporate", "identifier": "NAMIGCP", "description": "The Nuveen Asset Management Investment Grade Corporate strategy seeks to deliver current income and capital appreciation by investing in high-grade corporate securities.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/investment-grade-corporate" }, { "@type": "InvestmentFund", "name": "Large Cap Core", "identifier": "NAMLCC", "description": "The Nuveen Asset Management Large Cap Core invests primarily in large-capitalization stocks of U.S. Companies.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/large-cap-core" }, { "@type": "InvestmentFund", "name": "Large Cap Growth", "identifier": "NAMLCG", "description": "The Nuveen Asset Management Large Cap Growth strategy invests primarily in large-capitalization growth stocks of U.S. companies.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/large-cap-growth" }, { "@type": "InvestmentFund", "name": "Large Cap Relative Value", "identifier": "NAMLCV", "description": "The Nuveen Asset Management Large Cap Relative Value Strategy invests primarily in large-capitalization value stocks of U.S. companies.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/large-cap-relative-value" }, { "@type": "InvestmentFund", "name": "Large Cap Value Balanced", "identifier": "NWQLCVB", "description": "The Nuveen Large Cap Value Balanced strategy is a blended portfolio of equity and fixed income investments.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/large-cap-value-balanced" }, { "@type": "InvestmentFund", "name": "Large Cap Value Opportunities", "identifier": "NWQLCV", "description": "The Large Cap Value Opportunities strategy seeks long-term capital appreciation by investing in undervalued large capitalization stocks with positive catalysts that may provide upside opportunity.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/large-cap-value-opportunities" }, { "@type": "InvestmentFund", "name": "Limited Maturity Municipal", "identifier": "NAMLMMB", "description": "The Limited Maturity Municipal Bond strategy invests in investment grade rated bonds with a targeted average maturity of 3 to 7 years.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/limited-maturity-municipal" }, { "@type": "InvestmentFund", "name": "Long-Term Municipal", "identifier": "NAMLTMB", "description": "This strategy focuses on generating consistent income while seeking to reduce fluctuation in portfolio value that may be associated with longer maturity portfolios.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/long-term-municipal" }, { "@type": "InvestmentFund", "name": "Mid Cap Value", "identifier": "NAMMCV", "description": "The Nuveen Asset Management Mid Cap Value strategy is a diversified mid-cap value portfolio that buys quality companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/mid-cap-value" }, { "@type": "InvestmentFund", "name": "Multi Cap Value", "identifier": "NWQSE", "description": "The Multi Cap Value strategy is an opportunistic all-cap value strategy with a mid-cap bias. The portfolio includes undervalued companies with identifiable catalysts expected to improve profitability and generate above-market returns.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/multi-cap-value" }, { "@type": "InvestmentFund", "name": "Municipal Total Return", "identifier": "NAMMTRB", "description": "The Municipal Total Return strategy combines holdings of investment grade, intermediate municipal bonds with a pooled investment vehicle that includes investment grade and below investment grade tax exempt securities.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/municipal-total-return-strategy" }, { "@type": "InvestmentFund", "name": "State Specific & State Preference ", "identifier": "NAMSP", "description": "Nuveen asset management offers a variety of state specific and state preference municipal bond portfolios in addition to its national portfolios. Most separate accounts can be managed as customizations to the limited maturity, intermediate, or long-term", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/state-specific-and-state-preference" }, { "@type": "InvestmentFund", "name": "Preferred Securities", "identifier": "NAMPS", "description": "The Nuveen Asset Management Preferred Securities strategy seeks to generate current income and total return by investing in the exchange-traded preferred securities market.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/preferred-securities" }, { "@type": "InvestmentFund", "name": "Preferred Securities and Income", "identifier": "NAMPSI", "description": "The Preferred Securities and Income strategy seeks to deliver current income and capital appreciation through individual securities and an actively managed fee-waived mutual fund.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/preferred-securities-and-income" }, { "@type": "InvestmentFund", "name": "Preferred Securities Select", "identifier": "NAMPSS", "description": "The Nuveen Asset Management Preferred Securities Select strategy seeks to generate current income and total return by investing primarily in preferred securities in both the $25 par exchange-traded and the $1,000 par over-the-counter structures.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/preferred-securities-select" }, { "@type": "InvestmentFund", "name": "Select Dividend Growth", "identifier": "SBAMSDG", "description": "Select Dividend Growth draws from our domestic and international strategies, while optimizing the risk/reward profile to construct a concentrated portfolio of dividend-paying equities.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/select-dividend-growth" }, { "@type": "InvestmentFund", "name": "Small Cap Growth Opportunities", "identifier": "NAMSCGO", "description": "The Nuveen Asset Management Small Cap Growth opportunities strategy is a diversified small-cap growth stock portfolio that employs a traditional growth strategy and focuses on companies that are poised to benefit from key secular growth trends.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/small-cap-growth-opportunities" }, { "@type": "InvestmentFund", "name": "Small Cap Select", "identifier": "NAMSCS", "description": "The Nuveen Asset Management Small Cap Select Strategy is a diversified small-cap core portfolio that buys quality companies with the potential to grow only when an identifiable catalyst is apparent.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/small-cap-select" }, { "@type": "InvestmentFund", "name": "Small Cap Value", "identifier": "NAMSCV", "description": "The Nuveen Asset Management small cap value strategy is a diversified small-cap value portfolio that buys quality companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/small-cap-value" }, { "@type": "InvestmentFund", "name": "Small Cap Value Opportunities", "identifier": "NWQSCV", "description": "The Small Cap Value Opportunities strategy seeks to identify undervalued smaller capitalization companies in industries with positive or improving fundamentals.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/small-cap-value-opportunities" }, { "@type": "InvestmentFund", "name": "Small/Mid Cap Value", "identifier": "NWQSMCV", "description": "The Nuveen Small/Mid Cap Value strategy seeks to identify undervalued securities with small-to-mid-sized market capitalizations.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/small-mid-cap-value" }, { "@type": "InvestmentFund", "name": "Stable Growth", "identifier": "NAMSG", "description": "All-Cap Growth ESG seeks to provide competitive, long-term investment returns by combining ESG criteria and fundamental research to build an actively managed equity portfolio of companies with long-term growth rates.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/stable-growth" }, { "@type": "InvestmentFund", "name": "Tax Advantaged Balanced", "identifier": "BTAB", "description": "Tax efficient balanced account combines an equity direct indexing portfolio with a municipal bond portfolio that gives investors exposure to both equity and fixed income markets. Learn more with Nuveen.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/tax-advantaged-balanced" }, { "@type": "InvestmentFund", "name": "Tax Advantaged Large Cap", "identifier": "TALC", "description": "Tax Advantaged Large Cap is a direct equity indexing strategy designed to closely mirror the performance of a specific stock market or custom index on a pre-tax basis while seeking to outperform it on an after-tax basis. Learn more with Nuveen.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/tax-advantaged-large-cap" }, { "@type": "InvestmentFund", "name": "Tax-Aware Fixed Income", "identifier": "NAMTAFI", "description": "The Nuveen Asset Management Tax-Aware Fixed Income Strategy seeks to maximize after-tax income by investing in individual high quality, tax-exempt and taxable bonds, with a secondary objective of total return.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/tax-aware-fixed-income" }, { "@type": "InvestmentFund", "name": "Low Carbon Value Equity ESG", "identifier": "TIAALCVEE", "description": "The TIAA Low Carbon Value Equity ESG strategy seeks favorable long-term total return, delivering large cap value exposure by investing in Low Carbon and ESG (environmental, social and governance) leaders whose current values underestimate earnings potent", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/tiaa-low-carbon-value-equity-esg" }, { "@type": "InvestmentFund", "name": "U.S. Corporate Bond 1-7 Year Ladder", "identifier": "NAMLUSCB17", "description": "1-7 Year U.S. Corporate Bond Ladder seeks to provide current income and regular maturities by building an equal-weighted portfolio of high-quality corporate securities that will be typically held to maturity or sold as they reach minimum maturity.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/us-corporate-bond-1-7-year-ladder" }, { "@type": "InvestmentFund", "name": "U.S. Corporate Bond 1-10 Year Ladder", "identifier": "NAMLUSCB110", "description": "1-10 Year U.S. Corporate Bond Ladder seeks to provide current income and regular maturities by building an equal-weighted portfolio of high-quality corporate securities that will be typically held to maturity or sold as they reach minimum maturity.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/us-corporate-bond-1-10-year-ladder" }, { "@type": "InvestmentFund", "name": "U.S. Government Bond Ladders", "identifier": "NAMLUSGBP", "description": "The Nuveen Laddered U.S. Government portfolios seeks to provide current income and regular maturities by building equally-weighted laddered portfolios of Treasury securities that will be held to maturity.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/us-government-bond-ladders" }, { "@type": "InvestmentFund", "name": "U.S. Large Cap Growth", "identifier": "WCLCG", "description": "U.S. Large Cap Growth invests in large-cap growth equities, seeking to consistently outperform the benchmark over time on a risk-adjusted basis.", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/us-large-cap-growth" }, { "@type": "InvestmentFund", "name": "Tax-Exempt Models", "identifier": "TEM", "description": "Tax-exempt models", "url": "https://www.nuveen.com/en-us/separately-managed-accounts/tax-exempt-models" } ] } </script> <link rel="canonical" 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fill-rule="evenodd" stroke="#FFF" stroke-linecap="square"> <path d="M.5.5l18.849985 17.907486M19.349986.5L.5 18.407486"></path> </g> </svg> </div> <div class="nuv-utility-drawer__tabs-wrapper"> <div class="nuv-utility-drawer__tabs-container"> <ul class="nuv-utility-drawer__tabs"> <li class="nuv-utility-drawer__tab-option"> <button class="nuv-utility-drawer__tab-button_static" style="" aria-label="nuv-utility-drawer-button" tabindex="-1">Your Funds</button> </li> </ul> </div> </div> </div> <div class="nuv-utility-drawer__tool-tray-container"> <div class="nuv-utility-drawer__tool-tray-card-placeholder"> Fund 1 </div> <div class="nuv-utility-drawer__tool-tray-card-placeholder"> Fund 2 </div> <div class="nuv-utility-drawer__tool-tray-card-placeholder"> Fund 3 </div> <div class="nuv-utility-drawer__tool-tray-card-placeholder"> Fund 4 </div> </div> <div class="nuv-utility-drawer__actions-wrapper"> <div class="nuv-utility-drawer__action"> <button aria-label="button" tabindex="-1" class="nuv-utility-drawer__button nuv-utility-drawer__button--compare " data-speed-bump-id="" data-name="fund_compare" data-querystring="fund_compare" data-fundlink="/en-us/tools/fund-compare-tool" data-showaccessmorningstarmessage="false"> Compare funds </button> </div> <div class="nuv-utility-drawer__action"> <button aria-label="button" tabindex="-1" class="nuv-utility-drawer__button nuv-utility-drawer__button--compare " data-speed-bump-id="" data-name="portfolio_review" data-querystring="portfolio_review" data-fundlink="/en-us/tools/portfolio-review-tool" data-showaccessmorningstarmessage="false"> Add to portfolio </button> </div> </div> </div> </div> <div class="SiteSwitcherModel-V2"> <input type="hidden" id="siteswitcherlang" value="en" /> <input type="hidden" id="currentPageItemId" value="{33CD610E-10DD-407C-ADED-B13238D7E24B}" /> <input type="hidden" id="currentItemId" value="{2C825C72-61E1-4046-9326-61BA9B75A0E7}" /> <input type="hidden" id="anchortitle" value="opens in a new window" /> <div class="nuv-speed-bump SiteSwitcherModel overlay site-switcher-update" id="siteSwitcherOverlay"> <div class="nuv-speed-bump__container" id="siteSwitcherContainer" data-region-placeholder="Select Region..." data-country-placeholder="Select Location..." data-site-placeholder="Select Site..."> <div class="nuv-speed-bump__wrapper"> <button onclick="javascipt:closeSiteSwitcher()" class="nuv-speed-bump__close-btn" id="SiteSwitcherClose" aria-label="close-button"> <svg role="img" focusable="false" class="nuv-speed-bump__close-icon" xmlns="http://www.w3.org/2000/svg" aria-label="close-icon"> <g stroke="#66737D" fill="none" fill-rule="evenodd" stroke-linecap="square"> <path d="M.5.5l18.85 17.907M19.35.5L.5 18.407"></path> </g> </svg> </button> <div class="nuv-speed-bump__copy"> <div class="nuv-institutional-modal__header" id="switcher_header_text" data-key="/en-us/"> Welcome to Nuveen </div> <div class="nuv-institutional-modal__sub-header" id="switcher_sub-header_text"> Select your preferred site so we can tailor your experience. </div> </div> <div class="site-switcher-update__content clearfix"> <div class="site-switcher-update__content-data clearfix"> <div class="site-switcher-update__content-data-inner half-width"> <label class="site-switcher-update__content-label" id="switcher_region_text">Confirm Your Region</label> <div class="site-switcher-update__content-select"> <div class="site-switcher-update-custom-select" id="regionSelector" tabindex="0"> <div class="site-switcher-update-select-trigger">Select Region...</div> <ul class="site-switcher-update-options"> <li class="site-switcher-update-option site-switcher-update-option--" data-value="{CF2D3C43-C685-472C-B610-9A82CF4ED64B}" tabindex="0"> <span class="site-switcher-update-option-text"> Americas </span> </li> <li class="site-switcher-update-option site-switcher-update-option--selected" data-value="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" tabindex="0"> <span class="site-switcher-update-option-text"> Asia Pacific </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-value="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" tabindex="0"> <span class="site-switcher-update-option-text"> Europe, Middle East, Africa </span> </li> </ul> </div> <svg role="img" focusable="false" aria-label="location_title location" viewBox="0 0 6 10" xmlns="http://www.w3.org/2000/svg"> <title>location select</title> <path d="M1 .757L5.243 5 1 9.243" stroke="currentColor" fill="none" fill-rule="evenodd"></path> </svg> </div> </div> <div class="site-switcher-update__content-data-inner half-width site-switcher-padding-right"> <label class="site-switcher-update__content-label" id="switcher_location_text">Confirm Your Location</label> <div class="site-switcher-update__content-select site-switcher-update__content-select--disabled"> <div class="site-switcher-update-custom-select" id="countryselector" tabindex="0"> <div class="site-switcher-update-select-trigger">Select Location...</div> <ul class="site-switcher-update-options"> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{CF2D3C43-C685-472C-B610-9A82CF4ED64B}" data-value="{2741C967-CC32-4103-A48A-534D7139E050}" tabindex="0"> <span class="site-switcher-update-option-text"> Canada </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{CF2D3C43-C685-472C-B610-9A82CF4ED64B}" data-value="{3DEECAC2-D40D-4146-8C6E-07AA4758B82A}" tabindex="0"> <span class="site-switcher-update-option-text"> Latin America </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{CF2D3C43-C685-472C-B610-9A82CF4ED64B}" data-value="{B9936CDA-8BCF-46C9-B1A2-A2E7EC7E164F}" tabindex="0"> <span class="site-switcher-update-option-text"> United States </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{8FC3AE5A-4119-4918-B97C-11C2291749E1}" tabindex="0"> <span class="site-switcher-update-option-text"> Australia </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{90304F97-C086-4FF0-B41E-B76CFCA8185D}" tabindex="0"> <span class="site-switcher-update-option-text"> Hong Kong </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{3459DC0C-85C5-413C-8411-B93D23BE2A5E}" tabindex="0"> <span class="site-switcher-update-option-text"> Japan </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{C5A807F0-3C69-405B-B5A2-AD6DF42C79EE}" tabindex="0"> <span class="site-switcher-update-option-text"> Mainland China </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{6D940711-ECCC-4EF0-95BD-86B08780B369}" tabindex="0"> <span class="site-switcher-update-option-text"> Malaysia </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{37AB708D-54AE-4E36-B145-154ADB493736}" tabindex="0"> <span class="site-switcher-update-option-text"> New Zealand </span> </li> <li class="site-switcher-update-option site-switcher-update-option--selected" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{0D9F656C-8AF9-4DBE-8D2B-35744867E4F9}" selected tabindex="0"> <span class="site-switcher-update-option-text"> Singapore </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{DF06D948-75A1-4948-A2C9-0ACF3C9E7A60}" tabindex="0"> <span class="site-switcher-update-option-text"> South Korea </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{498088ED-7B7A-42BA-8080-F3309D38B8BD}" tabindex="0"> <span class="site-switcher-update-option-text"> Taiwan </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{B303C277-11E3-4456-B3D3-C914E93A34E3}" tabindex="0"> <span class="site-switcher-update-option-text"> Thailand </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{6EB884DA-C962-4518-BE7D-C12249B1C62D}" data-value="{BF810C80-DE35-4873-A74D-F133083B0B21}" tabindex="0"> <span class="site-switcher-update-option-text"> Other </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{3FF88344-A451-4E8F-B7AA-E9231BF9089F}" tabindex="0"> <span class="site-switcher-update-option-text"> Abu Dhabi Global Market (ADGM) </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{B167A400-EA47-4584-97F7-BE31A7D4A338}" tabindex="0"> <span class="site-switcher-update-option-text"> Austria </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{75D50CC5-7842-4F1B-8089-A9B1E1BCC7FC}" tabindex="0"> <span class="site-switcher-update-option-text"> Belgium </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{3B494709-8BDC-467E-8E27-8B573C2C5EF8}" tabindex="0"> <span class="site-switcher-update-option-text"> Denmark </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{50CAD2B5-362D-49FF-B3CD-D86F9C1231AD}" tabindex="0"> <span class="site-switcher-update-option-text"> Finland </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{BA9DDB73-B07A-4FA6-81D9-4749B0516A74}" tabindex="0"> <span class="site-switcher-update-option-text"> France </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{C1834242-A669-4BB9-AEAD-85E28CD78348}" tabindex="0"> <span class="site-switcher-update-option-text"> Germany </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{738E5647-0A36-4B59-A238-7D6CA15B6B38}" tabindex="0"> <span class="site-switcher-update-option-text"> Ireland </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{02EF7270-4842-4293-9468-19B224D363EE}" tabindex="0"> <span class="site-switcher-update-option-text"> Italy </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{AF5234D5-F2FA-4934-833D-8E432A090F0D}" tabindex="0"> <span class="site-switcher-update-option-text"> Luxembourg </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{FB1D59D0-093B-4B25-A66C-64EF558FE222}" tabindex="0"> <span class="site-switcher-update-option-text"> Netherlands </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{A0DAEA6F-7627-4AF0-9F82-3A4B15475193}" tabindex="0"> <span class="site-switcher-update-option-text"> Norway </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{1FD76EAF-D31C-4086-9DF5-05C1B30C6BFD}" tabindex="0"> <span class="site-switcher-update-option-text"> Spain </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{5C0B0EFE-B386-4C40-905E-AB7C46CCA37C}" tabindex="0"> <span class="site-switcher-update-option-text"> Sweden </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{A75C1426-4F33-4B68-8583-2B298BAEC8B5}" tabindex="0"> <span class="site-switcher-update-option-text"> Switzerland </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{D2C3344C-0831-4746-9846-76DFC108E838}" tabindex="0"> <span class="site-switcher-update-option-text"> United Kingdom </span> </li> <li class="site-switcher-update-option site-switcher-update-option--" data-region="{EE25BDD8-E8D2-4C83-AD24-D5642F7534E6}" data-value="{BF810C80-DE35-4873-A74D-F133083B0B21}" tabindex="0"> <span class="site-switcher-update-option-text"> Other </span> </li> </ul> </div> <svg role="img" focusable="false" aria-label="location_title location" viewBox="0 0 6 10" xmlns="http://www.w3.org/2000/svg"> <title>location select</title> <path d="M1 .757L5.243 5 1 9.243" stroke="currentColor" fill="none" fill-rule="evenodd"></path> </svg> </div> </div> </div> <div id="siteSwitcherContent" class="site-switcher-content-wrapper" data-combined-attribute="Asia Pacific|Singapore|Institutional Investor"> <div class="site-switcher-update__content-data site-switcher-update__content-data--role half-width clearfix"> <label class="site-switcher-update__content-label">Select a Site</label> <div class="site-switcher-update__content-data-inner"> <div class="site-switcher-update__content-role site-switcher-update__content-role--disabled clearfix site-switcher-update__content-role-focus"> <input class="site-switcher-update__content-role-input" id="role_1" checked name="role" type="radio" value="Institutional Investor" tabindex="0" aria-label="Institutional Investor" role="radio" checked /> <label class="" for="role_1">Institutional Investor</label> </div> </div> </div> <div class="site-switcher-update__content-data site-switcher-update__content-data--legal clearfix"> <div class="site-switcher-update__content-data-inner"> <div class="site-switcher-update__content-data-legal"> <label class="site-switcher-update__content-label">Terms and Conditions</label> <div class="site-switcher-update__content-terms " tabindex="0" aria-label="legal-acceptance" role="textbox"> This website is intended for use by non-U.S. institutional investors only and does not take into account the investment objectives, financial situation or specific needs of any investor. Information from this website should not be the sole basis for any investment decision. If you are a US citizen or resident, we direct you to one of our U.S. websites available in the menus above. <br /> <br /> <strong>Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.</strong> <br /> <br /> By agreeing you are confirming you are being truthful, acknowledging you have read the information above and accept the terms and conditions set out with this website and meeting the intended audience requirement for this website. Not all content on this website is appropriate or applicable for the general public and we cannot guarantee consequences with the use of this information by unauthorized or unintended users. Content on this website may not be redistributed and is for informational purposes only and does not constitute investment advice or provide a solicitation to buy, sell or hold a security or investment strategy. </div> </div> <div class="site-switcher-update__links-container"> <a class="site-switcher-update__content-links site-switcher-update__content-links--privacy" target="_blank" href="/global/privacy?forceswitcher=false&type=global" title="opens in a new window"> Privacy notice </a> <a class="site-switcher-update__content-links site-switcher-update__content-links--cookie" target="_blank" href="/global/terms?forceswitcher=false&type=global" title="opens in a new window"> Cookie policy, terms of use </a> </div> </div> </div> <div class="nuv-button nuv-button--green site-switcher-update__content-btn"> <a class="nuv-button__btn" onclick="AddSiteSpecificCookie()" href="javascript:void(0)" data-target="_self" data-action="/global/" data-site-switcher-accept-time="365" title="opens in the same window">Accept to continue</a> </div> </div> <div id="siteSwitcherLoader" class="site-switcher-loading nuv-loader"><!-- anim --></div> </div> </div> </div> </div> </div> <script> document.addEventListener("DOMContentLoaded", function (event) { var siteSwitcher = document.getElementById("siteSwitcherOverlay"); 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} // Get the selected values from the custom dropdowns const regionValue = document.querySelector('#regionSelector .site-switcher-update-select-trigger').innerText; const countryValue = document.querySelector('#countryselector .site-switcher-update-select-trigger').innerText; let roleValue = ''; const roleRadioButton = document.getElementById('role_1'); const roleDropdown = document.querySelector('#roleSelection .site-switcher-update-select-trigger'); if (roleRadioButton && roleRadioButton.checked) { roleValue = roleRadioButton.value; } else if (roleDropdown) { roleValue = roleDropdown.innerText.trim(); } let combinedValue = `${regionValue}|${countryValue}|${roleValue}`.trim(); const siteSwitcherContent = document.getElementById('siteSwitcherContent'); const dataCombinedAttribute = siteSwitcherContent.getAttribute('data-combined-attribute').trim(); if (combinedValue !== dataCombinedAttribute) { combinedValue = `${regionValue} | ${countryValue} | ${roleValue}`.trim(); document.cookie = `siteSwitcherSelectedValues=${combinedValue};max-age=` + 365 * 24 * 60 * 60 + ';path=/;secure'; 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We will contact you shortly.</p> </div> </div> </div> </div> </div> </div> </div> <script> function contactRecaptchaCallback() { $('.nuv-contact-form__recaptcha-error-msg').parents('.nuv-contact-form__field-container').removeClass('nuv-contact-form__addErrorMsg'); } </script> <div id="mainContent"> <div id="nuv_theme_container" class=""> <div class="nuv-global-navigation__nav-wrapper"> <div class="nuv-article-navigation nuv-article-navigation-with-themepage" data-component='' site-name="retail"> <div class="nuv-article-navigation__progress-tracker"> </div> <div class="nuv-article-navigation__main-wrapper"> </div> </div> </div> </div> <div class="nuv-landing-hero-with-btn" data-theme-title="" data-headline="Separately managed accounts" data-component="{"styleguide_title":"Landing Hero","styleguide_description":"This is the header / hero module used on landing pages like all products page.","componentName":"landingHeroWithbtn","componentType":"Hero","model":{"color":"green","title":"Separately managed\naccounts","description":"","picture":{"mobile":"/en-us/global/-/media/nuveen/hero-homepage-banner/1082473_adobestock_190319488_hero-1440x450.ashx?sc_lang=en","desktop":"/en-us/global/-/media/nuveen/hero-homepage-banner/1082473_adobestock_190319488_hero-1440x450.ashx?sc_lang=en","alt":"Highway with cars driving"},"video":null}}" data-btn-link="" data-download-title=""> <div class="nuv-landing-hero-with-btn nuv-landing-hero-with-btn--theme-color-green" id="herolandingbtn_2226dcbeac9740678764f9d2e655349b" data-component="{"styleguide_title":"Landing Hero","styleguide_description":"This is the header / hero module used on landing pages like all products page.","componentName":"landingHeroWithbtn","componentType":"Hero","model":{"color":"green","title":"Separately managed\naccounts","description":"","picture":{"mobile":"/en-us/global/-/media/nuveen/hero-homepage-banner/1082473_adobestock_190319488_hero-1440x450.ashx?sc_lang=en","desktop":"/en-us/global/-/media/nuveen/hero-homepage-banner/1082473_adobestock_190319488_hero-1440x450.ashx?sc_lang=en","alt":"Highway with cars driving"},"video":null}}"> <picture class="nuv-landing-hero-with-btn__picture-container"> <img src="/en-us/global/-/media/nuveen/hero-homepage-banner/1082473_adobestock_190319488_hero-1440x450.ashx?sc_lang=en&hash=18D0476CDA4B015EB00C4174CAC93750" alt="Highway with cars driving" class="nuv-landing-hero-with-btn__picture-image" fetchpriority="high"> </picture> <div class="nuv-landing-hero-with-btn__content-wrapper"> <div class="nuv-landing-hero-with-btn__content-container"> <p class="nuv-landing-hero-with-btn__eyebrow"></p> <h1 class="nuv-landing-hero-with-btn__title">Separately managed accounts</h1> <span class="nuv-button nuv-button--green nuv-landing-hero-with-btn__Link"> </span> </div> </div> </div> </div> <div class="clearfix"></div> <script type="text/javascript"> function anchorLinksScroll(e, id) { e.preventDefault(); var el = document.getElementById(id); el.scrollIntoView({ behavior: 'smooth', block: 'center', inline: 'nearest' }); } </script> <div class="nuv-anchor-links" id="anchorlinkse3a422b6e4c445da99491b691c1348b3"> <h4 class="nuv-anchor-links__title"> </h4> <ul class="nuv-anchor-links__list"> <li> <a onclick="anchorLinksScroll(event, 'about-SMAs')" href="#"> About SMAs </a></li> <li> <a onclick="anchorLinksScroll(event, 'why-nuveen')" href="#"> Why Nuveen for SMAs </a></li> <li> <a onclick="anchorLinksScroll(event, 'customization')" href="#"> Customizing SMAs </a></li> <li> <a onclick="anchorLinksScroll(event, 'capabilities')" href="#"> SMA Capabilities </a></li> <li> <a onclick="anchorLinksScroll(event, 'insights')" href="#"> SMA Insights </a></li> <li> <a onclick="anchorLinksScroll(event, 'faq')" href="#"> SMA FAQs </a></li> <li> <a onclick="anchorLinksScroll(event, 'contact-us')" href="#"> Contact us </a></li> </ul> </div> <div class="full-width-article"> <div class="nuv-article-content--retail ArticleBodyContent" data-component="{"styleguide_title":"Article Content Component","styleguide_description":"","componentName":"fullWidthBodyCopy","componentType":"Article","content":"<h2>Separately managed accounts</h2>\n<p>The need for personalization and adaptability has grown as investors search for solutions to meet their individualized financial objectives. Separately\nmanaged accounts provide the flexibility and control needed to express preferences when investing for a particular outcome.</p>","variation":[]}"> <h2>Separately managed accounts</h2> <p>The need for personalization and adaptability has grown as investors search for solutions to meet their individualized financial objectives. Separately managed accounts provide the flexibility and control needed to express preferences when investing for a particular outcome.</p> </div> <div class="nuv-clear"></div> </div> <span id="about-SMAs" class="nuv-anchor-target"></span> <div class="nuv-four-up-stat-card nuv-four-up-stat-card-num-3 nuv-four-up-stat-card--green" id="fourup_f8848bee85894982bccea1f5becbf5f3" data-component="{"styleguide_title":"Four Up Stat Card","componentName":"fourUpStatCard","componentType":"Stat"}"> <div class="nuv-four-up-stat-card__content"> <div class="nuv-stats-card"> <div class="nuv-stats-card__value" data-track-hover> <h6>What is an SMA?</h6> </div> <div class="nuv-stats-card__caption"> <p>An SMA is a portfolio of fixed income, equities or other securities where an individual investor maintains direct ownership over the investments professionally managed on their behalf.</p> </div> </div> <div class="nuv-stats-card"> <div class="nuv-stats-card__value" data-track-hover> <h6>Who should invest?</h6> </div> <div class="nuv-stats-card__caption"> <p>SMAs are ideal for clients seeking to capitalize on the benefits of working with a professional investment manager while retaining the ability to influence various aspects of their specific portfolio.</p> </div> </div> <div class="nuv-stats-card"> <div class="nuv-stats-card__value" data-track-hover> <h6>Align preferences with goals</h6> </div> <div class="nuv-stats-card__caption"> <p>SMAs offer a way for individual investors and their investment manager to build a portfolio with tailored objectives that seek to achieve more personalized results.</p> </div> </div> </div> </div> <div class="clearfix"></div> <span id="why-nuveen" class="nuv-anchor-target"></span> <other-contents _ngcontent-c0="" _nghost-c12="" class="PageCopyBreaker"> <div _ngcontent-c12="" class="structural nuv-clear " data-tabname="common_1"> <div class="nuv-homepage-offering"> <!-- using component title to make this dynamic --> <div class="nuv-homepage-offering__content nuv-homepage-offering--blue"> <div class="nuv-homepage-offering__bg"> <div class="nuv-homepage-offering__bg-solid"></div> <div class="nuv-homepage-offering__bg-cover nuv-homepage-offering__bg-cover-standered"> <picture class=""> <source media="(min-width: 1023px)" srcset="/en-us/global/-/media/nuveen/retail/separately-managed-accounts/1082473_adobestock_52149432_breaker_1380x800.ashx?sc_lang=en"> <img src="/en-us/global/-/media/nuveen/retail/separately-managed-accounts/1082473_adobestock_52149432_breaker_1380x800.ashx?sc_lang=en&hash=FBD29D2E85E4FB583661875B7F491B89" alt="Glass building" loading="lazy"> </picture> </div> </div> <div class="nuv-homepage-offering__featured"> <div class="nuv-homepage-offering__featured-content"> <h2 class="nuv-homepage-offering__headline nuv-homepage-offering__name">125 years of unparalleled market insight—and counting.</h2> <div class="nuv-button nuv-button--blue"> <a class="nuv-button__btn nuv-homepage-offering__button" href="/en-us/about-us/about-nuveen" data-action="learn more" data-track-hover=""> Why Nuveen for SMAs </a> </div> </div> </div> <div class="nuv-homepage-offering__aside"> <div class="nuv-homepage-offering__aside-date"></div> <div class="nuv-homepage-offering__aside-title">HISTORY OF ACHIEVING OUTCOMES</div> <ul class="nuv-homepage-offering__aside-items"> <li class="nuv-homepage-offering__aside-item"> <div class="nuv-homepage-offering__aside-label">OVERALL SMA MARKET SHARE<sup>1</sup></div> <div class="nuv-homepage-offering__aside-value">Top 10</div> </li> <li class="nuv-homepage-offering__aside-item"> <div class="nuv-homepage-offering__aside-label">U.S. CLIENT ASSETS<sup>2</sup></div> <div class="nuv-homepage-offering__aside-value">Top 10</div> </li> <li class="nuv-homepage-offering__aside-item"> <div class="nuv-homepage-offering__aside-label">LARGEST GLOBAL ASSET MANAGER<sup>3</sup></div> <div class="nuv-homepage-offering__aside-value">Top 20</div> </li> </ul> <div class="nuv-homepage-offering__aside-date"> </div> </div> </div> </div> </div> </other-contents> <span id="customization" class="nuv-anchor-target"></span> <app-fourup-icon-card sitecore-content="{"moduleTitle":"Take an active role to customize portfolios","iconCards":[{"iconImageSrc":"/en-us/global/-/media/nuveen/thinking/separately-managed-accounts/1082473_sma-web-detail-page_icons_1082473_sma-landing-page_customization_tax-awareness.ashx?sc_lang=en&hash=A1DD65CFCEA01D61748A99C943DF6B37","iconImageAlt":"Tax awareness","header":"Tax awareness","description":"<ul>\r\n <li>Specify tax preferences and elect active taxloss harvesting\r\n </li>\r\n <li>Critical tool for reducing overall taxes and addressing complex tax situations</li>\r\n</ul>"},{"iconImageSrc":"/en-us/global/-/media/nuveen/thinking/separately-managed-accounts/1082473_sma-web-detail-page_icons_1082473_sma-landing-page_customization_enhanced-access.ashx?sc_lang=en&hash=77134C214301A5DA051FDB81A1263221","iconImageAlt":"Enhanced Access","header":"Enhanced access","description":"<ul>\r\n <li>Access more sectors of the market\r\n </li>\r\n <li>Potential to increase diversification, reduce\r\n credit risk, provide liquidity, and/or\r\n supplement income</li>\r\n</ul>"},{"iconImageSrc":"/en-us/global/-/media/nuveen/thinking/separately-managed-accounts/1082473_sma-web-detail-page_icons_1082473_sma-landing-page_customization_characteristic-preferences.ashx?sc_lang=en&hash=6DA371B3694DB7A896995883244078DC","iconImageAlt":"Characteristic preferences","header":"Characteristic preferences","description":"<ul><li>Design a portfolio based on preferences and investment interests </li>\r\n<li>Greater control and more personalized investment outcomes</li></ul>"}],"lineColor":"green","fullWidth":true}"></app-fourup-icon-card> <div class="nuv-accolades-container" id="accoladetiles77f98d6a05b041a4827f57e28c402039"> <div class="nuv-accolades__headings"> <h2 class="nuv-accolades__title nuv-accolades__title--blue"> Start the journey </h2> <p class="nuv-accolades__description"> Our dedicated investment professionals at Nuveen collaborate with financial professionals and clients to identify individual objectives and develop a strategy. </p> </div> <div class="nuv-accolades__cards "> <a href="/en-us/separately-managed-accounts#contact-us" aria-label="Talk with us about your goals" tabindex="0" data-possibleModalId="modal-errormessage" class="nuv-accolades__cards-tiles " modalLinkFieldId="33cd610e-10dd-407c-aded-b13238d7e24b" target="" > <div class="nuv-accolades__cards-tiles-icon "> <picture> <img src="/en-us/global/-/media/nuveen/thinking/separately-managed-accounts/1082473_sma-web-detail-page_icons_1082473_sma-landing-page_journey_talk-with-us.ashx?sc_lang=en" alt="Talk with us about your goals" /> </picture> </div> <h4 class="nuv-accolades__cards-tiles-title"> Talk with us about your goals </h4> <p class="nuv-accolades__cards-tiles-description"> Understanding what our clients want and how to tailor portfolios that meet their needs is second nature to us. </p> </a><a href="/en-us/separately-managed-accounts#contact-us" aria-label="Collaborate to create your portfolio" tabindex="0" data-possibleModalId="modal-errormessage" class="nuv-accolades__cards-tiles " modalLinkFieldId="33cd610e-10dd-407c-aded-b13238d7e24b" target="" > <div class="nuv-accolades__cards-tiles-icon "> <picture> <img src="/en-us/global/-/media/nuveen/thinking/separately-managed-accounts/1082473_sma-web-detail-page_icons_1082473_sma-landing-page_journey_collaborate.ashx?sc_lang=en" alt="Collaborate to create your portfolio" /> </picture> </div> <h4 class="nuv-accolades__cards-tiles-title"> Collaborate to create your portfolio </h4> <p class="nuv-accolades__cards-tiles-description"> Consult with us to review individual holdings, and we can recommend action steps based on particular objectives. </p> </a><a href="/en-us/separately-managed-accounts#contact-us" aria-label="We’re driving results" tabindex="0" data-possibleModalId="modal-errormessage" class="nuv-accolades__cards-tiles " modalLinkFieldId="33cd610e-10dd-407c-aded-b13238d7e24b" target="" > <div class="nuv-accolades__cards-tiles-icon "> <picture> <img src="/en-us/global/-/media/nuveen/thinking/separately-managed-accounts/1082473_sma-web-detail-page_icons_1082473_sma-landing-page_journey_driving-results.ashx?sc_lang=en" alt="We’re driving results" /> </picture> </div> <h4 class="nuv-accolades__cards-tiles-title"> We’re driving results </h4> <p class="nuv-accolades__cards-tiles-description"> As an account is being invested, we’re here to provide regular updates. Once in place, the portfolio is optimized for rebalancing and tax loss harvesting as applicable. </p> </a> </div> <button class="nuv-accolades__cta-button nuv-button nuv-button--dark"> <a href="/en-us/separately-managed-accounts#contact-us" class="nuv-button__btn " target="" modalLinkFieldId="33cd610e-10dd-407c-aded-b13238d7e24b" data-possibleModalId="modal-errormessage" >Contact us to learn more</a> </button> </div> <span id="capabilities" class="nuv-anchor-target"></span> <link href="/global/assets/nuveenstatic/css/ideinteractive.css" rel="stylesheet"/> <link href="/global/assets/nuveenstatic/js/ideinteractive.js" rel="stylesheet"/> <div class="ide-interactive-wrapper"> <div class="ide-interactive-wrapper__header"> <h5 class="ide-interactive-wrapper__header__title">Separately managed accounts capabilities</h5> </div> <div class="ide-interactive-cards-container three-column"> <div class="ide-interactive-card-container ide-interactive-card-container--darknavy three-column js-ide-expand-card js-ide-expand-card--enable-tile-expansion ide-interactive-card-container-icon--small" data-target="#Municipal and fixed income approaches offering yield or total return that span the credit and maturity spectrum." data-filter="976e6947-b855-4d92-8cc7-035ac0b25dc7" data-queryalias="income" tabindex="0" data-selectedTileToExpand="income" data-disable-scroll="True"> <div class="ide-interactive-card-inner ide-interactive-card-inner--enable-tile-expansion ide-interactive-card-inner-desktop ide-interactive-text-card" cardtext-value="Municipal and fixed income approaches offering yield or total return that span the credit and maturity spectrum."> <div class="ide-interactive-card-inner__eyebrow ide-interactive-card-inner__eyebrow--left"> Income </div> <div class="ide-interactive-card-inner__question ide-interactive-card-inner__question--left ide-interactive-card-inner__question--subtext ide-interactive-card-inner__question-ellipses-show">Municipal and fixed income approaches offering yield or total return that span the credit and maturity spectrum.</div> </div> <div class="ide-interactive-card-inner ide-interactive-card-inner--enable-tile-expansion ide-interactive-card-inner-mobile ide-interactive-text-card--mobile"> <div class="ide-interactive-card-inner-deatils"> <div class="ide-interactive-card-inner__eyebrow ide-interactive-card-inner__eyebrow--left"> Income </div> <div class="ide-interactive-card-inner__question ide-interactive-card-inner__question--left ide-interactive-card-inner__question--subtext ide-interactive-card-inner__question-ellipses-show">Municipal and fixed income approaches offering yield or total return that span the credit and maturity spectrum.</div> </div> </div> <div class="ide-interactive-card-expander ide-interactive-card-expander--light"> <svg role="img" class="ide-interactive-card-collapse" height="18" viewBox="0 0 9 8" width="18" xmlns="http://www.w3.org/2000/svg" style="" aria-label="ide-interactive-card-collapse"> <g fill="none" fill-rule="evenodd" stroke="#66737D" stroke-linecap="square"> <path d="M8.071068 0L1 7.071068M8.071068 7.071068L1 0"></path> </g> </svg> <div class="ide-interactive-card--expanded-container"> <div class="nuv-multi-card-main__wrapper"> <multi-card class="nuv-multi-cards__collection" main-component-details="{"MainTitle":"","DisplayMode":"Dark","DataMode":"Manual","ShowFilters":false,"ShowSeeMoreButton":false,"SeeMoreButtonOverride":"3","SeeMoreButtonExpandText":"See more","SeeMoreButtonCollapseText":"See less","ButtonTitle":" All SMA income 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class="ide-interactive-card--expanded__pagination-container"> <div class="ide-pagination-prev js-ide-pagination-prev" tabindex="0"> <div class="ide-pagination-prev__icon"> <svg role="img" aria-label="arrow-left" width="10" height="17" viewBox="0 0 10 17" xmlns="http://www.w3.org/2000/svg"><path d="M8.521882 1.521882L1.47812 8.503946l7.043762 7.017936" stroke-width="1.75" stroke="#FFF" fill="none" fill-rule="evenodd"></path></svg> </div> <div class="ide-pagination-prev__text"> </div> </div> <div class="ide-pagination-next js-ide-pagination-next" tabindex="0"> <div class="ide-pagination-next__icon"> <svg role="img" aria-label="arrow-right" width="10" height="17" viewBox="0 0 10 17" xmlns="http://www.w3.org/2000/svg"><path d="M1.478118 15.478118L8.52188 8.496054 1.47812 1.478118" stroke-width="1.75" stroke="#FFF" fill="none" fill-rule="evenodd" /></svg> </div> <div class="ide-pagination-next__text"> </div> </div> </div> </div> </div> </div> <div class="ide-interactive-card-container ide-interactive-card-container--darknavy three-column js-ide-expand-card js-ide-expand-card--enable-tile-expansion ide-interactive-card-container-icon--small" data-target="#Diverse capabilities to meet investor preferences for geography, capitalization, style and more." data-filter="2049237b-c752-43fe-ad31-a1e68919303d" data-queryalias="equities" tabindex="0" data-selectedTileToExpand="income" data-disable-scroll="True"> <div class="ide-interactive-card-inner ide-interactive-card-inner--enable-tile-expansion ide-interactive-card-inner-desktop ide-interactive-text-card" cardtext-value="Diverse capabilities to meet investor preferences for geography, capitalization, style and more."> <div class="ide-interactive-card-inner__eyebrow ide-interactive-card-inner__eyebrow--left"> Equities </div> <div class="ide-interactive-card-inner__question ide-interactive-card-inner__question--left ide-interactive-card-inner__question--subtext ide-interactive-card-inner__question-ellipses-show">Diverse capabilities to meet investor preferences for geography, capitalization, style and more.</div> </div> <div class="ide-interactive-card-inner ide-interactive-card-inner--enable-tile-expansion ide-interactive-card-inner-mobile ide-interactive-text-card--mobile"> <div class="ide-interactive-card-inner-deatils"> <div class="ide-interactive-card-inner__eyebrow ide-interactive-card-inner__eyebrow--left"> Equities </div> <div class="ide-interactive-card-inner__question ide-interactive-card-inner__question--left ide-interactive-card-inner__question--subtext ide-interactive-card-inner__question-ellipses-show">Diverse capabilities to meet investor preferences for geography, capitalization, style and more.</div> </div> </div> <div class="ide-interactive-card-expander ide-interactive-card-expander--light"> <svg role="img" class="ide-interactive-card-collapse" height="18" viewBox="0 0 9 8" width="18" xmlns="http://www.w3.org/2000/svg" style="" aria-label="ide-interactive-card-collapse"> <g fill="none" fill-rule="evenodd" stroke="#66737D" stroke-linecap="square"> <path d="M8.071068 0L1 7.071068M8.071068 7.071068L1 0"></path> </g> </svg> <div class="ide-interactive-card--expanded-container"> <div class="nuv-multi-card-main__wrapper"> <multi-card class="nuv-multi-cards__collection" main-component-details="{"MainTitle":"","DisplayMode":"Dark","DataMode":"Manual","ShowFilters":false,"ShowSeeMoreButton":false,"SeeMoreButtonOverride":"3","SeeMoreButtonExpandText":"See more ","SeeMoreButtonCollapseText":"See less","ButtonTitle":"All SMA equity 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class="ide-pagination-prev js-ide-pagination-prev" tabindex="0"> <div class="ide-pagination-prev__icon"> <svg role="img" aria-label="arrow-left" width="10" height="17" viewBox="0 0 10 17" xmlns="http://www.w3.org/2000/svg"><path d="M8.521882 1.521882L1.47812 8.503946l7.043762 7.017936" stroke-width="1.75" stroke="#FFF" fill="none" fill-rule="evenodd"></path></svg> </div> <div class="ide-pagination-prev__text"> </div> </div> <div class="ide-pagination-next js-ide-pagination-next" tabindex="0"> <div class="ide-pagination-next__icon"> <svg role="img" aria-label="arrow-right" width="10" height="17" viewBox="0 0 10 17" xmlns="http://www.w3.org/2000/svg"><path d="M1.478118 15.478118L8.52188 8.496054 1.47812 1.478118" stroke-width="1.75" stroke="#FFF" fill="none" fill-rule="evenodd" /></svg> </div> <div class="ide-pagination-next__text"> </div> </div> </div> </div> </div> </div> <div class="ide-interactive-card-container ide-interactive-card-container--darknavy three-column js-ide-expand-card js-ide-expand-card--enable-tile-expansion ide-interactive-card-container-icon--small" data-target="#Options designed to go beyond traditional offerings, including direct indexing and multi-assets." data-filter="95511ff7-1280-4067-8d1a-ca02987d83e2" data-queryalias="specialty" tabindex="0" data-selectedTileToExpand="income" data-disable-scroll="True"> <div class="ide-interactive-card-inner ide-interactive-card-inner--enable-tile-expansion ide-interactive-card-inner-desktop ide-interactive-text-card" cardtext-value="Options designed to go beyond traditional offerings, including direct indexing and multi-assets."> <div class="ide-interactive-card-inner__eyebrow ide-interactive-card-inner__eyebrow--left"> Specialty </div> <div class="ide-interactive-card-inner__question ide-interactive-card-inner__question--left ide-interactive-card-inner__question--subtext ide-interactive-card-inner__question-ellipses-show">Options designed to go beyond traditional offerings, including direct indexing and multi-assets.</div> </div> <div class="ide-interactive-card-inner ide-interactive-card-inner--enable-tile-expansion ide-interactive-card-inner-mobile ide-interactive-text-card--mobile"> <div class="ide-interactive-card-inner-deatils"> <div class="ide-interactive-card-inner__eyebrow ide-interactive-card-inner__eyebrow--left"> Specialty </div> <div class="ide-interactive-card-inner__question ide-interactive-card-inner__question--left ide-interactive-card-inner__question--subtext ide-interactive-card-inner__question-ellipses-show">Options designed to go beyond traditional offerings, including direct indexing and multi-assets.</div> </div> </div> <div class="ide-interactive-card-expander ide-interactive-card-expander--light"> <svg role="img" class="ide-interactive-card-collapse" height="18" viewBox="0 0 9 8" width="18" xmlns="http://www.w3.org/2000/svg" style="" aria-label="ide-interactive-card-collapse"> <g fill="none" fill-rule="evenodd" stroke="#66737D" stroke-linecap="square"> <path d="M8.071068 0L1 7.071068M8.071068 7.071068L1 0"></path> </g> </svg> <div class="ide-interactive-card--expanded-container"> <div class="nuv-multi-card-main__wrapper"> <multi-card class="nuv-multi-cards__collection" main-component-details="{"MainTitle":"","DisplayMode":"Dark","DataMode":"Manual","ShowFilters":false,"ShowSeeMoreButton":false,"SeeMoreButtonOverride":"3","SeeMoreButtonExpandText":"See more ","SeeMoreButtonCollapseText":"See less","ButtonTitle":"All SMA specialty 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class="ide-pagination-prev js-ide-pagination-prev" tabindex="0"> <div class="ide-pagination-prev__icon"> <svg role="img" aria-label="arrow-left" width="10" height="17" viewBox="0 0 10 17" xmlns="http://www.w3.org/2000/svg"><path d="M8.521882 1.521882L1.47812 8.503946l7.043762 7.017936" stroke-width="1.75" stroke="#FFF" fill="none" fill-rule="evenodd"></path></svg> </div> <div class="ide-pagination-prev__text"> </div> </div> <div class="ide-pagination-next js-ide-pagination-next" tabindex="0"> <div class="ide-pagination-next__icon"> <svg role="img" aria-label="arrow-right" width="10" height="17" viewBox="0 0 10 17" xmlns="http://www.w3.org/2000/svg"><path d="M1.478118 15.478118L8.52188 8.496054 1.47812 1.478118" stroke-width="1.75" stroke="#FFF" fill="none" fill-rule="evenodd" /></svg> </div> <div class="ide-pagination-next__text"> </div> </div> </div> </div> </div> </div> </div> </div> <span id="insights" class="nuv-anchor-target"></span> <div class="nuv-two-up-content nuv-two-up-content--background-offset" id="twoup7a41a1157a384b2ab2e4af5b37aa4f04" data-component="{"styleguide_title":"Two Up Content Component","styleguide_description":"","componentName":"twoUpContent","componentType":"Article"}"> <div class="nuv-two-up-content__header nuv-two-up-content__header--blue "> <h3 class="nuv-two-up-content__header__title">Brochures</h3> </div> <div class="nuv-two-up-content__wrapper"> <div class="nuv-two-up-content__item" data-item="{"type":"Article","thumbnail":{"desktop":"/en-us/global/-/media/nuveen/retail/thinking/advisor-education/investing-in-separately-managed-accounts/1565980_gettyimages-1157256601_sma-hero.ashx?sc_lang=en?w=400&hash=31EAA0CB114A172B0117A256E06D6692","mobile":"/en-us/global/-/media/nuveen/retail/thinking/advisor-education/investing-in-separately-managed-accounts/1565980_gettyimages-1157256601_sma-hero.ashx?sc_lang=en?w=400&hash=31EAA0CB114A172B0117A256E06D6692","theme":"Separately Managed Accounts","themeLink":"/en-us/separately-managed-accounts","title":"Investing in separately managed accounts","titleLink":"/en-us/insights/investing-in-separately-managed-accounts","author":"","authorLink":"","date":"22 Jul 2024"}}"> <div class="nuv-two-up-content__item-bg nuv-two-up-content__item-bg--muted "> <picture class="nuv-two-up-content__item-bg-picture-container"> <img src="/en-us/global/-/media/nuveen/retail/thinking/advisor-education/investing-in-separately-managed-accounts/1565980_gettyimages-1157256601_sma-hero.ashx?sc_lang=en?w=800&hash=31EAA0CB114A172B0117A256E06D6692" alt="The sun peeking out between skyscrapers" loading="lazy" /> </picture> </div> <div class="nuv-two-up-content__item-content"> <div class="nuv-two-up-content__theme nuv-two-up-content__theme--muted"> <a href="/en-us/separately-managed-accounts" modalLinkFieldId="33cd610e-10dd-407c-aded-b13238d7e24b" data-possibleModalId="modal-errormessage" >Separately Managed Accounts</a> </div> <div class="nuv-two-up-content__headline"> <a href="/en-us/insights/investing-in-separately-managed-accounts" modalLinkFieldId="0f98a21f-5eb5-4c4a-881e-2b9b8531c20d" data-possibleModalId="modal-errormessage" >Investing in separately managed accounts</a> <br> <div class="nuv-two-up-content__date nuv-two-up-content__date--muted"> 22 Jul 2024 </div> </div> </div> </div> <div class="nuv-two-up-content__item" data-item="{"type":"Article","thumbnail":{"desktop":"/en-us/global/-/media/nuveen/retail/thinking/advisor-education/customizing-your-approach-to-income-portfolios/1565980_gettyimages-10194554_income-portfolios-hero.ashx?sc_lang=en?w=400&hash=69ECD360E6942B3A8955EB51A0D57C74","mobile":"/en-us/global/-/media/nuveen/retail/thinking/advisor-education/customizing-your-approach-to-income-portfolios/1565980_gettyimages-10194554_income-portfolios-hero.ashx?sc_lang=en?w=400&hash=69ECD360E6942B3A8955EB51A0D57C74","theme":"Separately Managed Accounts","themeLink":"/en-us/insights/fixed-income","title":"Customizing your approach to income portfolios","titleLink":"/en-us/insights/fixed-income/customizing-your-approach-to-income-portfolios","author":"","authorLink":"","date":"22 Jul 2024"}}"> <div class="nuv-two-up-content__item-bg nuv-two-up-content__item-bg--muted "> <picture class="nuv-two-up-content__item-bg-picture-container"> <img src="/en-us/global/-/media/nuveen/retail/thinking/advisor-education/customizing-your-approach-to-income-portfolios/1565980_gettyimages-10194554_income-portfolios-hero.ashx?sc_lang=en?w=800&hash=69ECD360E6942B3A8955EB51A0D57C74" alt="Criss-crossing lane outlines on pavement" loading="lazy" /> </picture> </div> <div class="nuv-two-up-content__item-content"> <div class="nuv-two-up-content__theme nuv-two-up-content__theme--muted"> <a href="/en-us/insights/fixed-income" modalLinkFieldId="5727ba0f-d74e-4ffa-9143-25a1fb5c71e5" data-possibleModalId="modal-errormessage" >Separately Managed Accounts</a> </div> <div class="nuv-two-up-content__headline"> <a href="/en-us/insights/fixed-income/customizing-your-approach-to-income-portfolios" modalLinkFieldId="644430d2-b19a-4462-b6a1-950057b3c631" data-possibleModalId="modal-errormessage" >Customizing your approach to income portfolios</a> <br> <div class="nuv-two-up-content__date nuv-two-up-content__date--muted"> 22 Jul 2024 </div> </div> </div> </div> </div> </div> <div class="nuv-clear structural"> <div class="nuv-three-up-content " id="threeup_4d2e60036154427ea18dddb3a558462d" data-component="{"styleguide_title":"Three Up Content Component","styleguide_description":"","componentName":"threeUpContent","componentType":"Article","title":"Insights","background":null}"> <div class="nuv-three-up-content__container "> <div class="nuv-three-up-content__header"> <h5 class="nuv-three-up-content__header__title">Insights</h5> </div> <div class="nuv-three-up-content__article-wrapper"> <div class="nuv-three-up-content__article" data-item="{"type":"Article","thumbnail":{"desktop":"/en-us/global/-/media/nuveen/thinking/fixed-income/nuveen-as-municipal-sma-investment-manager.ashx?sc_lang=en?w=400&hash=894841C30BFADCDDC768CA11CE90A3C6","mobile":"/en-us/global/-/media/nuveen/thinking/fixed-income/nuveen-as-municipal-sma-investment-manager.ashx?sc_lang=en?w=400&hash=894841C30BFADCDDC768CA11CE90A3C6","theme":"Municipal Bonds","themeLink":"/en-us/insights/municipal-bond-investing","title":"Nuveen as your municipal SMA investment manager","titleLink":"/en-us/insights/municipal-bond-investing/nuveen-as-your-municipal-sma-investment-manager","author":"","authorLink":"","date":"23 Oct 2024"}}"> <div class="nuv-three-up-content__video-container"> <a href="/en-us/insights/municipal-bond-investing/nuveen-as-your-municipal-sma-investment-manager" modalLinkFieldId="b0aa1b32-7c74-45ff-8a4f-7dd3bcd2556f" data-possibleModalId="modal-errormessage" > <picture class="nuv-three-up-content__thumbnail-picture-container"> <img src="/en-us/global/-/media/nuveen/thinking/fixed-income/nuveen-as-municipal-sma-investment-manager.ashx?sc_lang=en?w=400&hash=894841C30BFADCDDC768CA11CE90A3C6" alt="A moving train across the streets" loading="lazy"> </picture> </a> </div> <a href="/en-us/insights/municipal-bond-investing" class="nuv-three-up-content__theme" modalLinkFieldId="6d44f55c-35b6-432c-a7a4-7f48b3044a01" data-possibleModalId="modal-errormessage" >Municipal Bonds</a> <a href="/en-us/insights/municipal-bond-investing/nuveen-as-your-municipal-sma-investment-manager" class="nuv-three-up-content__title" modalLinkFieldId="b0aa1b32-7c74-45ff-8a4f-7dd3bcd2556f" data-possibleModalId="modal-errormessage" >Nuveen as your municipal SMA investment manager</a> <div class="nuv-three-up-content__sub-copy">As our clients think about what they are investing for, and how they want to invest, separately managed accounts (SMAs) can provide flexibility and control in expressing preferences. </div> <div class="nuv-three-up-content__authorname"> </div> <div class="nuv-three-up-content__footer"> <span class="nuv-three-up-content__date"> 2 min read </span> </div> </div> <div class="nuv-three-up-content__article" data-item="{"type":"Article","thumbnail":{"desktop":"/en-us/global/-/media/nuveen/retail/thinking/fixed-income/harness-the-benefits-of-direct-indexing/2022700_1380x800_article-hero_as_52149432.ashx?sc_lang=en?w=400&hash=452A73666B1D199075472988E9DC464A","mobile":"/en-us/global/-/media/nuveen/retail/thinking/fixed-income/harness-the-benefits-of-direct-indexing/2022700_1380x800_article-hero_as_52149432.ashx?sc_lang=en?w=400&hash=452A73666B1D199075472988E9DC464A","theme":"Fixed income","themeLink":"/en-us/insights/fixed-income","title":"Harness the benefits of direct indexing","titleLink":"/en-us/insights/fixed-income/harness-the-benefits-of-direct-indexing","author":"","authorLink":"","date":"31 Jan 2025"}}"> <div class="nuv-three-up-content__video-container"> <a href="/en-us/insights/fixed-income/harness-the-benefits-of-direct-indexing" modalLinkFieldId="3466e324-989e-4d6d-a4df-77952aed29e2" data-possibleModalId="modal-errormessage" > <picture class="nuv-three-up-content__thumbnail-picture-container"> <img src="/en-us/global/-/media/nuveen/retail/thinking/fixed-income/harness-the-benefits-of-direct-indexing/2022700_1380x800_article-hero_as_52149432.ashx?sc_lang=en?w=400&hash=452A73666B1D199075472988E9DC464A" alt="Sky scrapers" loading="lazy"> </picture> </a> </div> <a href="/en-us/insights/fixed-income" class="nuv-three-up-content__theme" modalLinkFieldId="5727ba0f-d74e-4ffa-9143-25a1fb5c71e5" data-possibleModalId="modal-errormessage" >Fixed income</a> <a href="/en-us/insights/fixed-income/harness-the-benefits-of-direct-indexing" class="nuv-three-up-content__title" modalLinkFieldId="3466e324-989e-4d6d-a4df-77952aed29e2" data-possibleModalId="modal-errormessage" >Harness the benefits of direct indexing</a> <div class="nuv-three-up-content__sub-copy">Direct indexing products are separately managed accounts (SMA) that provide ownership of, and direct access to the underlying securities, typically equities, in an index-like solution. </div> <div class="nuv-three-up-content__authorname"> </div> <div class="nuv-three-up-content__footer"> <span class="nuv-three-up-content__date"> 2 min read </span> </div> </div> <div class="nuv-three-up-content__article" data-item="{"type":"Article","thumbnail":{"desktop":"/en-us/global/-/media/nuveen/retail/thinking/equities/why-dividend-growth/11969_0220-why-divident-growth-unsplash_1380x800.ashx?sc_lang=en?w=400&hash=BC74405AA670765FAE58B20B00B8B1EA","mobile":"/en-us/global/-/media/nuveen/retail/thinking/equities/why-dividend-growth/11969_0220-why-divident-growth-unsplash_1380x800.ashx?sc_lang=en?w=400&hash=BC74405AA670765FAE58B20B00B8B1EA","theme":"Equities","themeLink":"/en-us/insights/equities","title":"Why dividend growth?","titleLink":"/en-us/insights/equities/why-dividend-growth","author":"David S. Park, David A. Chalupnik","authorLink":"https://www.nuveen.com/en-us/about-us/profiles/p/david-s-park, https://www.nuveen.com/en-us/about-us/profiles/c/david-a-chalupnik","date":"20 Feb 2024"}}"> <div class="nuv-three-up-content__video-container"> <a href="/en-us/insights/equities/why-dividend-growth" modalLinkFieldId="519fdfb3-51b6-4e46-becc-1c681026b29e" data-possibleModalId="modal-errormessage" > <picture class="nuv-three-up-content__thumbnail-picture-container"> <img src="/en-us/global/-/media/nuveen/retail/thinking/equities/why-dividend-growth/11969_0220-why-divident-growth-unsplash_1380x800.ashx?sc_lang=en?w=400&hash=BC74405AA670765FAE58B20B00B8B1EA" alt="image of tall trees" loading="lazy"> </picture> </a> </div> <a href="/en-us/insights/equities" class="nuv-three-up-content__theme" modalLinkFieldId="8548d0ff-0577-4a6b-8dac-25751cf2c4a8" data-possibleModalId="modal-errormessage" >Equities</a> <a href="/en-us/insights/equities/why-dividend-growth" class="nuv-three-up-content__title" modalLinkFieldId="519fdfb3-51b6-4e46-becc-1c681026b29e" data-possibleModalId="modal-errormessage" >Why dividend growth?</a> <div class="nuv-three-up-content__sub-copy">It's an ideal time to reassess the benefits of dividend growth investing.</div> <div class="nuv-three-up-content__authorname"> <a class="nuv-three-up-content__author" href="/en-us/about-us/profiles/p/david-s-park" target="_self">David S. Park, </a> <a class="nuv-three-up-content__author" href="/en-us/about-us/profiles/c/david-a-chalupnik" target="_self">David A. Chalupnik</a> </div> <div class="nuv-three-up-content__footer"> <span class="nuv-three-up-content__date"> 6 min read </span> </div> </div> </div> </div> </div> </div> <div class="nuv-standalone-heading-five nuv-standalone-heading-five--theme-color-blue"> <h3 class="nuv-standalone-heading-five__main-title"> Tools </h3> </div> <div class="nuv-content-grid"> <div class="nuv-content-card"> <div class="content-with-image"> <a href="/en-us/tools/municipal-bond-ladder-tool" target="" title="Municipal bond ladder"> <div class="content-with-image-content"> <div class="content-with-image-content__detail"> <div class="content-with-image-content__title"> Municipal bond ladder </div> <div class="content-with-image-content__detail-address"> <p class="content-with-image-content__detail-address-city no-outline"> Learn how a municipal laddered portfolio may perform in different rate environments. </p> <p class="content-with-image-content__detail-address-area"> </p> </div> </div> <div class="content-status"> <p class="content-status__date"> </p> </div> </div> </a> <a href="/en-us/tools/municipal-bond-ladder-tool" target="" class="content-with-image__image-container" title="Municipal bond ladder"> <img class="content-with-image__image" src="/en-us/global/-/media/nuveen/tools/thumbnail_muni_bond_ladder_tool_1023_1x.ashx?sc_lang=en" alt="municipal bond ladder tool" loading="lazy"> </a> </div> </div> </div> <span id="faq" class="nuv-anchor-target"></span> <div class="nuv-faq-wrapper"> <div class="nuv-faq nuv-faq--dark"> <h1 class="nuv-faq__heading nuv-faq__heading--green">Frequently asked questions</h1> <div class="nuv-faq__details nuv-faq__details--first-expanded"> <div class="nuv-faq__item" data-alias="question-alias"> <div class="nuv-faq__item-title">How do SMAs work? <svg role="img" focusable="false" class="nuv-faq__item__icon" viewbox="0 0 6 10" xmlns="http://www.w3.org/2000/svg" aria-label="nuv-faq__item__icon"> <path d="M1 .757L5.243 5 1 9.243" stroke="currentColor" fill="none" fill-rule="evenodd"></path> </svg> </div> <div class="nuv-faq__item-content">SMAs offer a way for individual investors to be more closely aligned with the investment team responsible for their accounts. Individual investors have direct ownership over the investments, allowing them to customize their portfolio and invest in strategies that align to their personal goals.</div> </div> <div class="nuv-faq__item" data-alias="question-alias"> <div class="nuv-faq__item-title">Who typically uses a SMA? <svg role="img" focusable="false" class="nuv-faq__item__icon" viewbox="0 0 6 10" xmlns="http://www.w3.org/2000/svg" aria-label="nuv-faq__item__icon'"> <path d="M1 .757L5.243 5 1 9.243" stroke="currentColor" fill="none" fill-rule="evenodd"></path> </svg></div> <div class="nuv-faq__item-content">SMAs are well-suited for clients with larger account sizes that are seeking investment flexibility, tax efficiency and transparency.</div> </div> <div class="nuv-faq__item" data-alias="question3"> <div class="nuv-faq__item-title">How are SMAs managed? <svg role="img" focusable="false" class="nuv-faq__item__icon" viewbox="0 0 6 10" xmlns="http://www.w3.org/2000/svg" aria-label="nuv-faq__item__icon"> <path d="M1 .757L5.243 5 1 9.243" stroke="currentColor" fill="none" fill-rule="evenodd"></path> </svg></div> <div class="nuv-faq__item-content">In an SMA, the portfolio manager is responsible for managing the underlying assets on behalf of the individual investor who maintains direct ownership of the investments. The portfolio managers typically charge a fee based on the size of the account and/or the amount of customization requested.</div> </div> <div class="nuv-faq__item" data-alias="question-alias"> <div class="nuv-faq__item-title"> What are the minimum requirements to invest? <svg role="img" focusable="false" class="nuv-faq__item__icon" viewbox="0 0 6 10" xmlns="http://www.w3.org/2000/svg" aria-label="nuv-faq__item__icon"> <path d="M1 .757L5.243 5 1 9.243" stroke="currentColor" fill="none" fill-rule="evenodd"></path> </svg> </div> <div class="nuv-faq__item-content">SMA accounts typically require a minimum account of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.<span style="font-family: Georgia, Times, serif;"></span></div> </div> <div class="nuv-faq__item" data-alias="question-alias"> <div class="nuv-faq__item-title"> How do separately managed accounts compare to other investment solutions? <svg role="img" focusable="false" class="nuv-faq__item__icon" viewbox="0 0 6 10" xmlns="http://www.w3.org/2000/svg" aria-label="nuv-faq__item__icon"> <path d="M1 .757L5.243 5 1 9.243" stroke="currentColor" fill="none" fill-rule="evenodd"></path> </svg> </div> <div class="nuv-faq__item-content"><img src="/en-us/global/-/media/nuveen/retail/separately-managed-accounts/1573101_graphic-for-sma-landing-page_1256px_v2.ashx?sc_lang=en&hash=596DAE478EAEA316F76E14A9B7AEF5B4" alt="Table: How do separately managed accounts compare to other investment solutions?" height="643px" width="1256px" loading="lazy" /><span style="font-family: Georgia, Times, serif;"></span></div> </div> </div> </div> </div> <div class="structural nuv-clear"> <div class="nuv-page-level-disclosure firstDisclosure" data-component=""> <div class="nuv-page-level-disclosure__copy"> <p> <p><sup>1</sup> Cerulli Associates, The Cerulli Report, U.S. Managed Accounts 2023. Data as of 31 Dec 2022, updated annually. Based on total assets; includes model separate accounts and proprietary assets.</p> <p><sup>2</sup> Pensions & Investments, 12 Jun 2023, updated annually: most recent data available.</p> <p><sup>3 </sup>Pensions & Investments, 12 Jun 2023, updated annually: most recent data available. Rankings based on total worldwide assets as of 31 Dec 2022 reported by each responding asset manager, with 434 firms responding.</p> <p>A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives. </p> <p>SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.</p> <p>Check with your financial professional for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.</p> <p><strong>A word on risk<br /> </strong> All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. It is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager.</p> <p>Nuveen Asset Management, LLC, and Winslow Capital Management, LLC are registered investment advisers and investment specialists of Nuveen, LLC. The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA-CREF Investment Management, LLC.</p> <p>Nuveen Asset Management, LLC (Nuveen) has retained Brooklyn Investment Group, LLC (Brooklyn) as the investment sub-adviser to the strategies.</p> <p>* Nuveen Asset Management, LLC is not affiliated with Brooklyn Investment Group, LLC. Nuveen's parent TIAA has a non-controlling, non-equity investment in Brooklyn. </p> </p> </div> </div> <div class="nuv-clear"></div> </div> <div class="nuv-interstitial-window nuv-chatbox--wrapper" style="display: none" data-timer="15" data-starttime="2/23/2025 3:07:46 PM"> <div class="nuv-chatbox--head-wrapper no-outline"> <div class="nuv-chatbox--chat-logo" aria-label="chat-logo"> <svg role="img" focusable="false" aria-label="n cirle_chat" height="30" viewBox="0 0 30 30" width="30" xmlns="http://www.w3.org/2000/svg"> <defs> <style> .chat-circle { fill: #3c4d5c; } .chat-text-svg { font-size: 44.138px; fill: #253746; font-family: Georgia; font-weight: 700; } </style> </defs> <circle class="chat-circle" id="cirle_chat" cx="15" cy="15" r="15"></circle> <text class="chat-text-svg" id="n" transform="translate(4.35 23.475) scale(0.725)">n</text> </svg> </div> <span id="iwHeader"></span> <div class="nuv-chatbox--chat-bar"> <span style="display:none;" data-id="timed-chat-open" 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