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Client Experience
[Infographic] - Importance of Avoiding Big Losses
This piece is approved to use with clients.
Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Alternative Investments
What is a Hedged Equity?
This piece is approved to use with clients.
Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Client Experience
4 Ways to Enhance Your Practice with Behavioral Finance
Redefining Behavioral Finance
Alternative Investments
What is a Put Option?
This piece is approved to use with clients.
Simple, Straight Talk on Put Options.
Portfolio Construction Insights
Model Specialists Coverage Map
Get in touch with a model specialist to learn how incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk.
Sustainable Investing
2019–2020 Responsible Investing Engagement Report
This piece is approved to use with clients.
The 2019-2020 Responsible Investing Engagement Report chronicles Nuveen's active-ownership initiatives and the outcomes achieved over the past year.
Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
Client Experience
Which Advisors Had A Smoother Ride During COVID
Advisors should treat the pandemic as a turning point, making strategic changes to add the most value for what clients need today and do more with less.
Client Experience
Enhance Client Relationships with Tech
The end of the year is an ideal time to check in with clients to gauge their financial and emotional wellbeing. Especially in the current environment, your clients may want reassurance that they’ll be okay.
Tax Management
2021 Tax Facts Quick Reference Brochure
This piece is approved to use with clients.
This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.