TIAA-CREF

Firm Profile

TIAA-CREF Asset Management is the smart investment choice for plan sponsors who care deeply about helping participants achieve sustainable retirement outcomes. Helping others retire securely is why we were created in the first place. For nearly 100 years, more than 16,000 institutions and 5 million individuals , and their advisors, have depended on us to help them achieve their long-term investment goals. As a pioneer in managing longevity risk, focusing on income replacement, and serving diverse participant populations, TIAA-CREF has created a wide range of solutions to meet both plan sponsor and participant needs—including an innovative series of target-date funds with a distinctive glidepath.

And a wide range of investments from traditional to alternative asset classes, with a choice of active and index approaches and options for both asset accumulation and retirement income.

KEY CONTACTS
Kerry Perl, (561) 207-9206, KPerl@tiaa-cref.org
Jake Rie, (212) 916-4580, JRie@tiaa-cref.org

WEBSITE www.TIAA.org/AssetManagement

PRIMARY MARKET(S) SERVED
Mid ($10-$100 million), Large ($100-$250 million)

TOTAL AUM ($MM)
As of 6/30/15: $6,286.24MM
As of 12/31/14: $5,466.12MM
As of 12/31/13: $3,618.84MM

TOTAL DCIO ASSETS ($MM)
As of 6/30/15: $3,767.42MM
As of 12/31/14: $3,400.25MM
As of 12/31/13: $2,328.68MM

ASSET ALLOCATION FUNDS
• Target-date funds and Target-risk funds

TOP 5 FUNDS BY DC ASSETS
1. Large Cap Value Index Fund: $641.58MM
2. Equity Index Fund: $497.72MM
3. Large Cap Growth Index Fund: $463.56MM
4. Lifecycle Funds: $384.98MM
5. Social Choice Equity Fund: $380.66MM

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors and institutional, target-date evaluation tools, training for DC plan sales/service

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 9/0