TIAA-CREF Portfolio Advisor Named Product of
May 24, 2010 09:03 AM Eastern Daylight Time
NEW YORK--(EON: Enhanced Online News)--TIAA-CREF Portfolio Advisor was named Managed Solution
Product of the Year by the Money Management Institute (MMI). The award recognizes the firm that launched the
most innovative product that contributed to the growth of the Managed Solutions industry in the past year.
“This award recognizes the value of this highly personal, flexible and scalable advisory program,” said Eric Jones,
Senior Vice President, Individual Products, TIAA-CREF. “With Portfolio Advisor, we are offering clients
customized, goal-oriented portfolio management across a broad range of asset classes and product types to address
the needs of their entire investment portfolio.”
TIAA-CREF Portfolio Advisor was introduced in July 2009 and offers a high level of client customization and
service by incorporating each client’s unique investment preferences. Going beyond typical risk tolerance and time
horizon modeling, Portfolio Advisor’s Preference Framework allows clients to indicate personal investment
preferences which are then incorporated in their portfolio. This tool provides clients an opportunity to weigh-in on
topics such as downside risk management, active versus passive portfolio management and socially-responsible
investing, among other factors.
In addition, Portfolio Advisor allows clients to integrate existing holdings in their managed portfolio, rather than
requiring that all existing assets be sold and proceeds invested into a single model portfolio. This streamlines portfolio
management and provides clients a clear picture of their investments.
Portfolio Advisor leverages Citi’s OpenWealthSM, the first Unified Managed Household platform for sponsors and
other distributors of managed accounts.
TIAA-CREF is America's largest private retirement system and manages retirement savings on behalf of 3.7 million
Americans in the academic, research, medical and cultural fields.
The award was presented at the MMI’s Gateway to Leadership Fundraiser dinner on May 19, 2010.
TIAA-CREF (www.tiaa-cref.org) is a national financial services organization with $426 billion in combined assets
under management (as of 3/31/10) and is the leading provider of retirement services in the nonprofit and government
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Since 1997 MMI has been the leading voice for the global financial services organizations that provide advice and
professionally-managed solutions to individual and institutional investors. Through industry advocacy, educational
initiatives, regulatory affairs, data reporting and professional networking, MMI supports and advances the growth of
managed investments. MMI members' advice-driven investment solutions serve an evolving worldwide financial
landscape and their organizations are committed to the highest standards of fiduciary responsibility and ethical
conduct. For more information, visit www.mminst.org.
Please carefully consider the funds’ investment objectives, risks, charges, and expenses before investing.
The prospectuses for each fund, which contain this and other information, can be obtained by calling
your Wealth Management Advisor. Please read them carefully before investing.
Portfolio Advisor is provided by Advice and Planning Services, a division of TIAA-CREF Individual & Institutional
Services, LLC, a registered investment advisor. Brokerage Services are provided by TIAA CREF Individual &
Institutional Services, LLC, member FINRA/SIPC.
©2010 Teachers Insurance and Annuity Association-College Retirement Equities Fund, New York, NY 10017
Abby Aylman Cohen, 212-916-4381