Smart PortfoliosTM Allocation Strategy using TIAA-CREF 9 Funds
The Smart Portfolios™ Allocation Strategy using a universe of 9 TIAA-CREF funds is a risk-managed portfolio focused on delivering investors steady long-term growth. The objective of this strategy is to outperform a Composite Index comprised of 60% TIAA-CREF equity funds and 40% fixed-income funds with equal or less risk. This strategy employs a diversified selection of investments including bonds, domestic and foreign equities, real estate, and money market funds. The cornerstone of our strategy is a proprietary asset allocation process, Dynamic Portfolio Optimization or DPO. DPO is a state-of-the-art asset allocation methodology based upon Dynamic Market Theory, which we use in maximizing risk-adjusted returns. Portfolio performance is monitored using Smart Portfolios' leading edge risk management tools, which we use to manage risk through dynamic portfolio rebalancing. This strategy is designed for investors seeking to outperform benchmarks on a risk-adjusted basis.
Fund Name
CREF Money
CREF Equity Index
TIAA Real Estate
CREF Growth Account
CREF Inflation-Linked Bond