Nuveen Insights Contributor
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has more than $1 trillion in assets under management as of 30 June 2019
A Look Inside Closed-End Funds
A Forbes Insights survey of 500 investors and 500 financial advisors found that 38% of investors want to refocus on finding more value in their portfolio, more than 28% want diversity beyond stocks and bonds and nearly 28% want to boost the actively managed holdings in their accounts.
CEFs: Investors Are Returning To An Established Fund Type
Short-term factors like “beating the market,” hedging and making short-term gains were the least important to individuals, noted by about one in five respondents.
Finding Regular Investment Income With CEFs
For income-focused investors especially, this era of low rates potentially leaves two choices for a portfolio: Earn little or nothing on low-risk investments like government bonds and money market accounts or chase much riskier assets with higher yields, like low-grade corporate bonds.
How CEFs Can Work For You
Smart investors focus on having a well-balanced portfolio allocated among various sectors and asset classes without ignoring the potential cost of fees, taxes and turnover.
Closed-End Fundamentals: 5 Answers to Key Questions
Closed-end funds (CEFs) may be one of the best-kept secrets of the investing world. In a 2018 Forbes Insights survey of more than 1,000 investors, the majority reported that their advisors never discussed CEFs and less than 9% reported owning one.
One Of The Most Established Investment Tools You've Probably Never Of [Video]
Closed-End Funds, or CEFs, are one of the most diverse and potentially powerful investment tools today.
Closed-End Fund Investors: Savvy, Prosperous and Young
We surveyed more than 1,000 investors to get their thoughts on CEFs. Here’s what we learned.
Untapped Opportunity In Closed-End Funds
Closed-end funds (CEFs) are one of the most diverse investment tools available in the market today. Yet less than 9% of investors own a CEF, according to a Forbes Insights survey of 1,018 high-net-worth, affluent and mass-affluent investors.
Closed-End Funds: A Better Alternative
The secret to successful long-term investing hasn’t changed: Build a well-balanced portfolio across sectors and asset classes, while keeping an eye on taxes, fees and turnover.
Investing For The Long-Term With Closed-End Funds
The next most cited goal: wealth preservation. These concerns are nearly identical across gender, wealth level and whether people use an advisor or not.