report by BlackRock
Results for ""
Alternative Investments
Responsible Investing in Real Estate
Abigail oversees Nuveen Real Estate’s sustainability strategy which positions us as a global leader on environmental, social and governance (ESG) issues. Here, Abigail provides insights on our approach to responsible investing and how we implement sustainability into our real estate investment lifecycle.
Portfolio Construction Insights
Nationwide: Valuing annuity benefits for required minimum distribution and Roth conversions purposes
When deferred annuities are owned by qualified accounts these guarantees must be taken into account when calculating required
minimum distributions (RMD) and the taxable amount of a Roth IRA conversion.
Portfolio Construction Insights
Nationwide: The position of life insurance in financial diversification
The importance of a diversified portfolio
Sustainable Investing
Socially beneficial and notably efficient: Fruits of Employment program
This piece is approved to use with clients.
Nuveen’s Fruits of Employment (FoE) initiative gives individuals with disabilities access to competitive employment across four custom-farmed properties in California, Oregon and Washington. The initiative trains and employs workers with disabilities in the same job functions as other employees – an important effort considering that in the U.S. only 41% of people with disabilities are employed, according to the U.S. Census Bureau.
As of March 2019, the program had 34 active workers, many of whom have worked on the farms since the start of the initiative in 2009. For a third of these employees, it was their first time having a job. The FoE program offers many benefits to farm managers, namely stable employment: unlike guest workers who are in the U.S. mainly during harvesting season, FoE workers are employed year round, helping to reduce labor shortages.
Overall, Nuveen’s Fruits of Employment initiative provides mutually beneficial outcomes for both farmland employers and employees, through the promotion of inclusive employment and decent work for all. Watch the video to explore the Fruits of Employment program, and to learn more about Nuveen’s progress in achieving numerous sustainability goals across our global farmland assets, view our latest Farmland Sustainability Report.
Advisor Value & Fees
The power of designations
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor? Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a reinvestment in yourself and can provide outward credibility for your practice.
Portfolio Construction Insights
Growth vs. value? There’s a place for both
Historically, growth and value have behaved differently across varying market environments, suggesting that investors may benefit from having a strategic allocation to both styles of investing. We build a case for why there’s a place for both in a portfolio.
Advisor Value & Fees
What am I paying you for: The evolving pricing models of advice
Change is on the horizon when it comes to fee structures, and this has many advisors and advisory firms at a crossroads. Today’s episode is all about how advisors should think about the topics of charging fees to clients – commissions, retainers, and all other sorts of models.
Sustainable Investing
ESG: Doing well and doing good with your portfolio
In this podcast, we explore ESG investing, why its popularity has grown, the role it plays in a portfolio and what actions advisors can take to implement socially-responsible directives for their clients.
Sustainable Investing
Impact: Driving positive environmental and social results
We drive impact through our investing practices across asset classes. Our strategies help channel capital to areas that address societal needs and environmental issues.