Brian Griggs, Head of Portfolio Strategy and Solutions for Nuveen, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the integration of public and private markets in client portfolios.
Nuveen’s portfolio strategy and solutions team works to answer client questions, provide access to the firm’s investment experts, and construct portfolios. The firm’s portfolio analytics and research platform is a forward-looking insights engine that identifies risk factors and models the future expected return of portfolios and sensitivity to specific economic scenarios. The analytics combine results for both the public and private assets held in client portfolios. Nuveen works as a research partner to advisors without requiring the purchase of Nuveen funds.
Nuveen has capabilities across real estate, private capital, public equities and fixed income. As a manager across public and private assets, the firm has a unique position to help advisors combine these assets into portfolios that consider the unique liquidity and risk-return profiles of each asset. Advisors are starting to realize the diversity of private market solutions, with substantial differences in investment products even within the real estate or private credit markets.
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