Bringing you live news and features since 2006 

Incapital launches Nuveen TIAA ESG Global Dividend Portfolio


Incapital has launched the Nuveen TIAA ESG Global Dividend Portfolio, a new two-year equity unit trust that will invest in dividend paying companies while incorporating environmental, social, and governance (ESG) criteria in the security selection process.

This trust can serve as a core equity allocation and is the latest trust to join Incapital's Legacy platform, which provides issuers and financial professionals the opportunity to offer investors a broad range of products that align financial goals with personal principles through values-based investing.

 "We are bringing this portfolio to market to satisfy increasing demand from investors wishing to have a quality portfolio option in the ESG space," says John Browning, Managing Director of Incapital Unit Trusts.
"Incapital is committed to its leadership in values-based investing programs through our Legacy platform," adds Louise Herrle, Managing Director of Incapital Capital Markets. "We are always looking to expand our involvement in this growing sector and are proud to welcome Nuveen Investments and TIAA-CREF to the Legacy platform with this new unit trust."
Incapital serves as the trust's sponsor and Nuveen Securities, will provide marketing and distribution support. The portfolio will feature the investment expertise of TIAA-CREF Asset Management (TCAM), as the Trust's portfolio will be recommended by TCAM's Teachers Advisors, Inc. Respected for its decades-long leadership in the responsible investment space, the TCAM team will serve as the portfolio consultant, responsible for recommending a portfolio of securities for the unit trust in line with its commitment to deliver responsible investment products that seek competitive returns, while promoting broader economic development, positive societal outcomes and a healthier environment.
"Globally, investor interest in ESG-focused and impact investing options continue to grow, and this launch represents a compelling opportunity to build upon our experience and further serve investors who want ESG factors explicitly included as part of their investments," says Amy O'Brien, Managing Director and Head of TIAA-CREF Asset Management's Responsible Investment team. "We're delighted to collaborate with Incapital and Nuveen Investments to deliver a competitive investment option that helps investors achieve their goals."

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by