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Investment Products and Services Launches

Nuveen launches investment trust portfolio, and Wilshire Associates releases ESG-weighted index.

By Javier Simon editors@plansponsor.com | February 16, 2017
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Nuveen Launches Investment Trust Portfolio

Nuveen’s Dynamic Allocation 60/40 Unit Investment Trust Portfolio will seek to provide regular monthly income and capital appreciation by investing in a specially designed portfolio comprised of 60% dividend-paying stocks and 40% fixed-income exchange-traded funds (ETF).

Nuveen says its portfolio consultant team will focus on diversifying across low-correlated asset classes to better endure market volatility and smooth out returns, while still capturing much of the return of an all-stock portfolio.

More information about the Nuveen Dynamic Allocation 60/40 Portfolio is available by clicking here.

NEXT: Wilshire Associates Releases ESG-Weighted Index

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