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WHY TIAA

How we invest

Born from a legacy of making a difference, we're dedicated to maximizing long-term value for our customers. Find out what sets us apart from other investment companies.
DETAILS

A long-term investment approach

Beyond our nearly 100-year history in the financial industry, there are several advantages to trusting TIAA with your investment goals.

Aligned with our customers' interests

We were created to serve the best interests of our customers. Our focus is delivering superior, long-term results at competitive costs.
 

Repeat, repeat, repeat

Following an investment process developed over many years, we adjust our portfolios with the goal of producing competitive, risk adjusted returns over time.

Risk management

We focus on taking the right amount of risk to help deliver long-term competitive returns. 
 

Size and scope

As one of the largest global asset managers, we give you access to a variety of traditional and alternative asset classes and management approaches.
OUR PORTFOLIO

$854 billion in assets under management

The TIAA Global Asset Management portfolio includes a variety of investment types, including stocks, bonds and real estate across public and private markets.
*Other represents consolidated assets not included in the asset class breakdown.
OUR TRACK RECORD

Our investment performance

Through recessions and crises as well as market highs and lows, TIAA has been recognized for producing consistent long-term performance.1
TIAA Global Asset Management has $854B in assets under management.2
We serve 5M people overall.3
In 2016 an independent research firm rated 69% of TIAA funds/annuities 4+ stars
(4-45.33%; 5-24.00%, risk adjusted returns).4
TIAA's fund & variable annuity expenses are 1/2 of the industry average.5
RESPONSIBLE INVESTMENT

A leader in responsible investment

TIAA's responsible investment approach is designed to deliver competitive returns, while promoting economic development, positive social outcomes and a healthier environment.
OUR PROFESSIONALS

With one of the most tenured and dedicated teams in the industry, we strive for long-term results

Rob Leary
Chief Executive Officer, TIAA Global Asset Management
Anupam Damani
Managing Director, Global Public Markets
Amy O’Brien
Managing Director, Head of Responsible Investment
Jose Minaya
President, TIAA Global Real Assets
Heather Davis
CIO, TIAA Global Real Assets
TIAA’S FAMILY OF COMPANIES

TIAA is a global organization working for you

TIAA started out offering retirement services to educators nearly 100 years ago. We’ve grown into a Fortune 100 financial services organization with a diverse group of companies, including Nuveen Investments, which are built to perform.
Our commercial relationships and global investments provide our clients with worldwide investing opportunities.
Our disciplined investment process is continuously repeated to help you achieve financial well-being to and through retirement.
Our global company invests in a wide range of asset classes across public and private markets.
1 The Lipper Large Fund Award is given to the group with the lowest average decile ranking of three years’ Consistent Return for eligible funds over the three-year period ended 11/30/12, 11/30/13, 11/30/14 and 11/30/15 respectively. TIAA was ranked among 36 fund companies in 2012 48 fund companies in 2013 and 2014 and 37 fund companies in 2015 with at least five equity, five bond, or three mixed-asset portfolios. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or ten years. A detailed awards methodology can be found at http://excellence.thomsonreuters.com/award/lipper . From Thomson Reuters Lipper Awards, © 2016 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. Certain funds have fee waivers in effect. Without such waivers ratings could be lower. For current performance and rankings, please visit the Research and Performance section on TIAA.org. Past performance does not guarantee future results.
2 Based on assets under management across Nuveen Investments affiliates and TIAA-CREF investment management teams as of June 30, 2016, respectively.
3 We serve 5 million individuals overall and 3.7 million clients in institutional retirement plans.
4 Morningstar ratings based on the lowest cost share class for each mutual fund, based on U.S. open end mutual funds; CREF Variable Accounts; and the Life Funds. For a fund or account with multiple share classes and the same pricing, the share class with the longest performance history is used. Please note Morningstar rates CREF group variable annuities within the open end mutual fund universe.  Morningstar ratings may be higher or lower on a monthly basis. Morningstar is an independent service that rates mutual funds. The top 10% of funds or accounts in an investment category receive five stars, the next 22.5% receive four stars and the next 35% receive three stars. Morningstar proprietary ratings reflect historical risk-adjusted performance and can change every month. They are calculated from the fund or account’s three-, five- and ten-year average annual returns in excess of 90-day Treasury bill returns with appropriate fee adjustments, and a risk factor that reflects fund or account performance below 90-day T-bill returns. The overall star ratings are Morningstar’s published ratings, which are weighted averages of its three-, five- and ten-year ratings for periods ended June 30, 2016. Past performance cannot guarantee future results. For current performance and rankings, please visit TIAA.org/public/tcfpi/InvestResearch.
5 Applies to mutual fund and variable annuity expense ratios. Source: Morningstar Direct, June 30, 2016. The expense ratio on all mutual fund products and variable annuity accounts managed by TIAA-CREF is generally less than half the mutual fund industry average. 70% are less than half their respective Morningstar Universe average and 62% are less than half their respective Morningstar Universe median.

Our mutual fund and variable annuity products are subject to various fees and expenses, including but not limited to management, administrative, and distribution fees; our variable annuity products have an additional mortality and expense risk charge.
 
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