AUM Increase Driven by Advanced Technology and Doubling Down on Personalization

NEW YORK, Aug. 6, 2026 /PRNewswire/ — Nuveen, a leading global investment manager, today reported on the accelerated scale, performance and evolution of Brooklyn, a differentiated custom multi-asset direct indexing platform, highlighting growth across AUM, clients served, product capabilities and talent in the 12 months since the firm was acquired by Nuveen.

“Under the Nuveen umbrella, Brooklyn has gained our full backing, including every element of operational and functional support required to eliminate friction and free up the team to focus on what they do best: delivering a differentiated client experience, exceptional technology and product innovation,” said Bill Huffman, CEO of Nuveen. “The first 12 months following an acquisition are crucial to its success. I’m immensely proud of the entire team that rallied together to keep clients at the forefront of everything we do while flawlessly executing against our acquisition playbook.”

Growth by the Numbers

Since June 2025, driven by both new advisor relationships and existing advisors expanding their client portfolios, Nuveen and Brooklyn together have:

Grown Brooklyn’s AUM by approximately 8x to $8.1 billion1, with tax-advantaged long/short strategies accounting for roughly half of that growthMore than doubled the number of advisors on the platformIncreased the total number of accounts by more than 600%

Enhanced Capabilities

Through the integration of Nuveen’s alternatives expertise into Brooklyn’s personalized portfolio construction, the platform has meaningfully broadened clients’ access to private markets exposure through interval funds. Approximately 10% of accounts now hold interval funds as part of their overall allocation — a tangible demonstration of the combined platform’s ability to deliver sophisticated, tax-efficient solutions at scale.

Investing in Talent and Leveraging Deep Investment Expertise

Deepening the connection between Nuveen’s investment team and the Brooklyn platform, select members of Nuveen’s equities team began taking on additional responsibilities in June 2026 to support Brooklyn’s quantitative research processes, bringing the deep expertise of Nuveen’s equity analysts directly into Brooklyn’s investment process.

Media Contacts:
Sally Lyden | Sally.Lyden@Nuveen.com | 646.984.1913
E-Soo Kim | E-Soo.Kim@Nuveen.com | 551.224.4919

About Nuveen

Nuveen is a global investment leader, managing $1.4T in public and private assets for clients around the world, as of June 30, 2026. With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, and natural capital, providing clients with the reliability, access, and foresight unique to our 125+ year heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors — all to pursue lasting performance for our clients, our communities, and our global economy. For more information, please visit nuveen.com.

Neither Nuveen nor any of its affiliates or their employees provide legal or tax advice. Please consult with your personal legal or tax advisor regarding your personal circumstances. Tax rates and IRS regulations are subject to change at any time, which could materially affect the information provided herein.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Important information on risk

Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.

The Brooklyn investment team (Brooklyn) includes the portfolio management, research and trading personnel for Nuveen Asset Management LLC’s tax advantaged strategies

Nuveen, LLC provides investment solutions through its investment specialists. Nuveen Asset Management, LLC is an SEC registered investment adviser and an affiliate of Nuveen, LLC.

1 As of July 17, 2026

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SOURCE Nuveen

AUM Increase Driven by Advanced Technology and Doubling Down on Personalization

NEW YORK, Aug. 6, 2026 /PRNewswire/ — Nuveen, a leading global investment manager, today reported on the accelerated scale, performance and evolution of Brooklyn, a differentiated custom multi-asset direct indexing platform, highlighting growth across AUM, clients served, product capabilities and talent in the 12 months since the firm was acquired by Nuveen.

“Under the Nuveen umbrella, Brooklyn has gained our full backing, including every element of operational and functional support required to eliminate friction and free up the team to focus on what they do best: delivering a differentiated client experience, exceptional technology and product innovation,” said Bill Huffman, CEO of Nuveen. “The first 12 months following an acquisition are crucial to its success. I’m immensely proud of the entire team that rallied together to keep clients at the forefront of everything we do while flawlessly executing against our acquisition playbook.”

Growth by the Numbers

Since June 2025, driven by both new advisor relationships and existing advisors expanding their client portfolios, Nuveen and Brooklyn together have:

Grown Brooklyn’s AUM by approximately 8x to $8.1 billion1, with tax-advantaged long/short strategies accounting for roughly half of that growthMore than doubled the number of advisors on the platformIncreased the total number of accounts by more than 600%

Enhanced Capabilities

Through the integration of Nuveen’s alternatives expertise into Brooklyn’s personalized portfolio construction, the platform has meaningfully broadened clients’ access to private markets exposure through interval funds. Approximately 10% of accounts now hold interval funds as part of their overall allocation — a tangible demonstration of the combined platform’s ability to deliver sophisticated, tax-efficient solutions at scale.

Investing in Talent and Leveraging Deep Investment Expertise

Deepening the connection between Nuveen’s investment team and the Brooklyn platform, select members of Nuveen’s equities team began taking on additional responsibilities in June 2026 to support Brooklyn’s quantitative research processes, bringing the deep expertise of Nuveen’s equity analysts directly into Brooklyn’s investment process.

Media Contacts:
Sally Lyden | Sally.Lyden@Nuveen.com | 646.984.1913
E-Soo Kim | E-Soo.Kim@Nuveen.com | 551.224.4919

About Nuveen

Nuveen is a global investment leader, managing $1.4T in public and private assets for clients around the world, as of June 30, 2026. With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, and natural capital, providing clients with the reliability, access, and foresight unique to our 125+ year heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors — all to pursue lasting performance for our clients, our communities, and our global economy. For more information, please visit nuveen.com.

Neither Nuveen nor any of its affiliates or their employees provide legal or tax advice. Please consult with your personal legal or tax advisor regarding your personal circumstances. Tax rates and IRS regulations are subject to change at any time, which could materially affect the information provided herein.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

Important information on risk

Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.

The Brooklyn investment team (Brooklyn) includes the portfolio management, research and trading personnel for Nuveen Asset Management LLC’s tax advantaged strategies

Nuveen, LLC provides investment solutions through its investment specialists. Nuveen Asset Management, LLC is an SEC registered investment adviser and an affiliate of Nuveen, LLC.

1 As of July 17, 2026

View original content to download multimedia:https://www.prnewswire.com/news-releases/nuveens-acquisition-playbook-accelerates-growth-of-direct-indexing-platform-by-8x-in-first-12-months-302845313.html

SOURCE Nuveen

MADISON, Wis., Aug. 6, 2026 /PRNewswire/ — Filene Research Institute today announced a new strategic partnership with Money20/20, the world’s leading fintech show and the place where money does business. The partnership creates new opportunities for credit union leaders to engage with the broader financial services ecosystem while bringing credit union perspectives into the conversations shaping the future of money.

The collaboration will begin this fall at Money20/20 through the launch of the Credit Union Pass and exclusive programming designed specifically for credit union executives. It will continue at Filene’s premier annual event, big.bright.minds. 2026, where leaders will connect emerging financial services trends with the research and turn them into practical strategies to drive sustainable growth.

“This year we’re launching the Credit Union Pass, built specifically for credit union leaders who need meaningful access to Money20/20 in Las Vegas. Filene is the natural partner to help us do that right. By partnering with Filene, we’re bringing their research and their members directly into the rooms where the biggest decisions are being made. The Credit Union Meetup and our closed-door deep dive represent something entirely new for Money20/20: purpose-built programming designed exclusively for credit union executives. Together, we’re creating the focused, high-impact experiences and connections that will empower credit union leaders to shape the future of fintech,” said Scarlett Sieber, Chief Strategy and Growth Officer at Money20/20.

Together, Filene and Money20/20 are helping credit unions navigate and shape the future of financial services. The partnership pairs Money20/20’s visibility into the technologies, partnerships, and market forces transforming the industry with Filene’s ability to translate those developments into research, insights, and peer perspectives credit union leaders can act on with confidence.

The next chapter of the collaboration will unfold at Filene’s premier annual event, big.bright.minds., December 1-3 in New Orleans. Built around this year’s theme of Growth, the event brings together credit union leaders, researchers, and industry innovators to explore the trends, technologies, and partnerships shaping the future of financial services. Through Filene’s latest research, peer conversations, and programming developed with Money20/20, attendees will gain practical strategies for navigating emerging issues, including payments innovation, agentic AI, stablecoins, and real-time payment rails.

“big.bright.minds. is where we bring Filene’s most forward-looking research directly to the leaders who can act on it,” said Christie Kimbell, Executive Vice President at Filene Research Institute. “Our partnership with Money20/20 expands that conversation, giving credit union leaders direct access to the ideas, innovators, and trends shaping the broader financial services industry. That’s how we help our members stay ahead of change instead of reacting to it.”

Registration for big.bright.minds. 2026 is now open at filene.org/bbm26. Innovator-level Filene members and above receive complimentary registration as a benefit of membership. Thinker-level members and non-members interested in attending can contact Filene’s membership team at engage@filene.org to explore options.

About Filene Research Institute

Filene Research Institute strengthens organizations through innovative research and incubation to improve consumer financial well-being. As an independent cooperative finance think tank, Filene’s membership network connects a community of leaders and bright minds to change lives through innovation, truth, and cooperation. In addition to delivering cutting-edge, actionable academic research, Filene also provides incubators to test and scale solutions, events to spark organizations into action, and advisory services to help accelerate and implement innovation. For more information, visit filene.org and follow on LinkedIn and Instagram.

About Money20/20

Launched by industry insiders in 2012, Money20/20 has rapidly become the heartbeat of the global fintech ecosystem. Over the last decade, the most innovative, fast-moving ideas and companies have driven their growth on our platform. Mastercard, Airwallex, J.P. Morgan, SHIELD, GCash, Stripe, Google, Visa, Adyen, and more make transformational deals and raise their global profile with us. Money20/20 attracts leaders from the world’s greatest banks, payments companies, VC firms, regulators, and media platforms — convening to cut industry shaping deals, build world changing partnerships, and unlock future defining opportunities in Las Vegas (October 18–21, 2026), Miami ( March 16-18) Amsterdam (June 8–10, 2027), Riyadh (September 14–16, 2026), and Bangkok (April 27–29, 2027). Money20/20 is where the world’s fintech leaders convene to grow their brands. Money20/20 is part of Informa PLC. Follow Money20/20 on X and LinkedIn for show developments and updates.

Media Contact:
Liz Hunt
Chief Marketing & Digital Officer
Filene Research Institute
lizh@filene.org
https://www.filene.org/

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SOURCE FILENE RESEARCH INSTITUTE, INC.