Jordan Farris, Managing Director, Product Management & Development Global Equities & ETFs at Nuveen joined Julie Cooling, Founder & CEO, RIA Channel to discuss ESG trends and integrated investment solutions.
The ESG and impact landscape has grown considerably over the last five years. What was once somewhat of a niche category, has seen adoption from a widening range of investors spanning retail, RIA, wirehouse and institutional channels.
“Today’s investors are increasingly expanding their investment objects beyond risk and returns to include ESG integration in their traditional asset classes,” explains Farris. Due to rising investor demand, awareness, availability as well as quality of ESG products, advisors today are utilizing ESG integrated strategies across their portfolios.
Nuveen’s suite of ESG ETFs, offer advisors the traditional portfolio building blocks of a core allocation strategy, but with a robust set of ESG inclusion criteria. “Responsible investing is core to Nuveen and our parent company TIAA,” explains Farris, pointing to the firm’s five decades of leadership in ESG, impact investing, engagement and stewardship efforts.
The customized indices behind Nuveen’s ESG integrated ETFs are driven in collaboration with the firm’s sustainable investing research team, product teams, and robust ESG screening criteria. Leaning into opportunities around ESG investments, and engaging with clients on the topic, could have the potential to help advisors with client retention and acquisition.
Nuveen, a TIAA company, manages roughly $39 billon in ESG-focused strategies. To learn more, head here.