333 West Wacker Drive |
Chicago, IL 60606
Main Phone: 800-257-8787
Mutual Fund Brand(s)
SEC Fund Filings by CIK
In January 2017, higher education retirement plan giant TIAA rebranded its entire asset management arm, formerly TIAA Global Asset Management, under the Nuveen name.
On April 14, 2014, TIAA-CREF (now called TIAA) unveiled a deal to buy the $221 billion AUM Nuveen for $6.25 billion. The purchase reportedly included $4.5 billion in debt and $1.75 billion in cash.On October 1, 2014, TIAA-CREF confirmed that the deal had closed.
Nuveen provides a multi-boutique asset management model and offers porfolios through the NWQ, Nuveen Asset Management, Santa Barbara, Symphony, Tradewinds, Winslow Capital and Gresham investment teams.
Madison Dearborn led a group of private equity deal to take the asset manager private in November of 2007. The deal was valued at $5.4 billion. Other investors included: Merrill Lynch Global Private Equity, Wachovia Capital Partners (now part of Wells Fargo, Citi and DB Investment.
First American Funds Purchase
Nuveen added 41 mutual funds when it purchased the First American Funds (FAF Funds) from U.S. Bancorp in July 2010 for $80 million. U.S. Bancorp also acquired a 9.5 percent stake in Nuveen as part of that transaction.
John Nuveen founded the firm as The John Nuveen Company in 1898. It initially specialized in investing and underwriting municipal bonds.
Investors Diversified Service (IDS) purchased Nuveen in 1969. Nuveen was sold in 1974 to the St. Paul Companies.
It launched its first tax-free mutual funds in 1976.
Nuveen (JNC) listed on the NYSE in 1992.
Mutual Fund Acquisitions
Flagship Resources, Inc. (1996) Institutional Capital Corporation (ICAP Funds) (1996) First American Funds (2010)
President, Chief Investment Officer, Nuveen
Chief Equity Strategist and Senior Portfolio Manager, Nuveen Asset Management, LLC
Non-Executive Chairman, Nuveen Investments
Executive Vice President, Head of Retail and High Net Worth Distribution, Nuveen Investments
Executive Vice President, Head of Strategic Partnerships and Advisory Solutions, Nuveen Investments
Outgoing CEO, Nuveen
President, Nuveen Asset Management, Nuveen Asset Management
|Margo Lynn Cook|
President, Nuveen Advisory Services, Nuveen Investments
Outgoing Vice Chairman Wealth Management, Nuveen Investments; Chairman, Nuveen Asset Management, Nuveen Investments
Global Head of Distribution and Marketing, Matthews Asia
Managing Director, Business Development & Portfolio Advisory, Nuveen Asset Management
Senior Vice President, Secretary and General Counsel, Nuveen Investments
SVP, Product Development and Management, Nuveen Investments
Regional Sales Director, Mid-Atlantic, Nuveen Investments