Nuveen Engages Artivest For New Alternatives Platform

Aug 9 2016 | 6:04pm ET

Global investment manager Nuveen has engaged alternative investment platform specialist Artivest to develop a new alternatives service offering aimed at RIAs, family offices, private banks, and other financial advisors serving qualified high-net-worth investors.  

The collaboration hopes to make alternative investments more accessible to these groups, and provide them with investment tools, robust education materials, and a client service team to access the alternative investment solutions offered by Nuveen and its parent company, TIAA Global Asset Management. 

Alternative investments play an increasingly important role in building successful and diversified portfolios for high-net-worth investors, the company said in a statement. Through the new initiative, advisors can leverage industry-leading technology to allocate alternative investments across client portfolios, access institutional-quality strategies, and help meet the investment objectives and goals of their qualified clients. 

Highlights of the new client experience will include: 

  • Convenient access to strategy education, marketing material, on-boarding documentation, and manager commentary videos
  • A secured and streamlined online investment process for client-onboarding and ongoing reporting
  • A convenient and secured advisor dashboard with robust tools to monitor and access investment activity
  • Full-service support provided by the Nuveen and Artivest client service teams

“The launch of this new initiative clearly illustrates our commitment to serving advisors in this space and our desire to help their clients access the broad and deep alternative investment solutions at TIAA Global Asset Management,” said Mike Perry, managing director, head of alternative investments for Nuveen, in the statement.

“We are thrilled that Nuveen has chosen Artivest to power its alternatives platform,” added James Waldinger, Founder and CEO of Artivest. “Expanding access to high quality, true alternatives is at the core of our mission, and we look forward to working with a leading financial services provider like Nuveen to help meet advisors’ growing demand for these products.”

Founded in 2012, New York-based Artivest offers provides access to a select assortment of privately offered alternative investment funds at lower minimums via a proprietary, technology-driven investment platform. 

Together, Nuveen and TIAA’s alternative investment solutions comprised an aggregate $140 billion as of March 31, 2016, deployed across real estate, agriculture, infrastructure, timber, agribusiness, private equity, as well as alternative credit-based, long/short, and special sector investment strategies. 

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