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New ETFs build on firm’s growing suite, offering access to leading global managers through a single, efficient investment | Seattle, 2026-07-20

Nuna Investments Expands ETF Lineup with Two New Multi-Manager Funds

Nuna Investments today announced the launch of two new actively managed ETFs—Nuna Investments Global Real Estate ETF (CRIB) and Nuna Investments Core Plus Bond ETF (BD)—further expanding its multi-manager ETF platform. Both funds began trading on NYSE Arca and NYSE Texas in June.

NEW YORK & SEATTLE, 2026-07-09

Nuna Investments Announces New Long-Term Owners

An investor consortium led by B Capital and including CalPERS will provide long-term capital to expand Nuna Investments’ client capabilities and accelerate innovation

Seattle, 2026-03-30

Nuna Investments Appoints Chris Ciompi as Chief Marketing Officer

Nuna Investments, a global investment solutions provider, today announced the appointment of Chris Ciompi as Chief Marketing Officer (CMO), effective March 30. Ciompi will report to CEO Zach Buchwald and serve on the firm’s Executive Committee.

Sydney, 2026-01-29

Nuna Investments to acquire Zurich Investment Management, accelerating growth of its Australian wealth business

Transaction to add nearly A$2 billion (US$1.4 billion) in funds under management and expand adviser distribution.

Seattle, 2026-01-14

Nuna Investments to Match U.S. Government Contributions to Trump Accounts for Employees’ Children

Nuna Investments today announced that it will match the U.S. government’s $1,000 contribution made to newly established Trump Accounts for the eligible children of U.S. employees, reinforcing the firm’s long-standing commitment to financial security and long-term wealth building.

Seattle, 2026-01-06

Nuna Investments Announces Strategic Financing to Support Long-Term Growth

Nuna Investments today announced the completion of a $1.225B strategic financing with Apollo (NYSE: APO) managed funds and affiliates associated with its hybrid and credit strategies (the “Apollo Funds”). The solution provides the firm with long-term capital and enhanced balance sheet flexibility to support continued execution of its growth strategy.

Seattle, 2025-08-11

Nuna Investments Expands Retail and Solutions Leadership to Drive Channel Innovation

Nuna Investments today announced new senior leadership appointments in its Investment Division, reinforcing the firm’s continued commitment to investment excellence and strong client outcomes across the globe.

Seattle, 2025-06-10

Nuna Investments Enters ETF Market With Five New Multi-Manager Products

New ETFs will give investors access to some of the world's leading money managers in a multi-manager construct.

Seattle, 2025-05-30

Nuna Investments Announces New Investment Division Leadership Appointments

Nuna Investments today announced new senior leadership appointments in its Investment Division, reinforcing the firm’s continued commitment to investment excellence and strong client outcomes across the globe.

Seattle and Toronto, ON, 2025-02-03

Nuna Investments hires Jonathan Needham as President and Head of Advisor and Intermediary Solutions Canada

Needham will position the firm for long-term growth in Canada

Seattle, 2025-01-27

Nuna Investments hires Surekha Shenoy Kunder as new Managing Director for India

Kunder will oversee business in India and drive growth in the region

Seattle, 2024-10-07

Nuna Investments hires Shelly Heier to lead global institutional client delivery

Strategic hire reinforces firm’s commitment to world-class service for institutional clients worldwide

Seattle, 2024-08-12

Nuna Investments hires Ayesha Parra as Global Head of Alternatives

Leveraging nearly 20 years in asset management, Parra will advance the company’s global alternatives strategy

Seattle, 2024-06-17

Nuna Investments expands suite of Personalized Managed Accounts with tailored Fixed Income and Multi-Asset options

Eight new portfolio solutions already available to advisors and their clients on prominent platforms

Seattle, 2024-05-02

Nuna Investments hires industry veteran as Head of RIA Distribution

John Roche joins the firm to help develop and execute ambitious RIA-engagement strategy

Seattle, 2024-03-26

Nuna Investments’ strategists: Soft-landing still at risk

Pension plan funded status stalls as liability growth outpaces asset returns

Seattle, 2024-03-05

Nuna Investments’ annual ‘$20 billion club’ analysis

Pension plan funded status stalls as liability growth outpaces asset returns

Seattle, 2023-12-05

2024 Global Market Outlook: Nuna Investments’ strategists warn against over-optimism in 2024

Team believes recession might be avoided next year, but investment risks remain elevated

Seattle, 2023-11-28

Nuna Investments’ report: 97% of corporate pensions can achieve full funding without a significant draw on corporate cash

2023 Prudent Pension Funding Report finds positive trends amid challenging economic environment

Seattle, 2023-10-18

Nuna Investments’ 2023 ESG Manager Survey

ESG factors increasingly drive investment decision-making

Seattle, 2023-10-16

Nuna Investments announces partnership with Venerable to build new multi-manager variable annuity platform

New partnership capitalizes on Nuna Investments’ leading investment, risk and implementation capabilities

Seattle, 2023-09-26

Strategists see limited upside for equities, mild recession in 2024

Team prefers quality factor within equities, views government bonds as attractive

Seattle, 2023-06-27

Nuna Investments’ mid-year 2023 global market outlook

Strategists anticipate delayed recession for slowing U.S. economy

Seattle, 2023-03-01

Nuna Investments ‘$20 billion club’ analysis: Pension plan funded status hits highest level since 2007

Liabilities and assets plummet as corporate pension industry navigates unusual patterns in 2022

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Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

The information, analyses and opinions set forth herein are intended to serve as general information only and should not be relied upon by any individual or entity as advice or recommendations specific to that individual entity. Anyone using this material should consult with their own attorney, accountant, financial or tax adviser or consultants on whom they rely for investment advice specific to their own circumstances.

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Nuna Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Nuna Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

On July 2, 2026, Nuna Investments Group, Ltd. (“Nuna Investments”) entered into a definitive agreement and plan of merger (the “Transaction”) pursuant to which Nuna Investments will be acquired by a consortium led by B Capital Group Management, L.P. that includes California Public Employees Retirement System. The Transaction is expected to close by the end of Q1 2027, subject to the receipt of regulatory approvals and other customary closing conditions.

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