CBRE Global Infrastructure SMA
CBRE Investment Management seeks total return by investing across the global listed infrastructure universe.
Fiera Capital Tax Efficient Core Intermediate 1-10 Yrs SMA
Seeks to generate tax efficient, risk-adjusted returns with an emphasis on generating a lower volatility return stream, through a capital preservation focused investment process.
Fiera Capital Tax Efficient Core Plus SMA
Seeks to generate a high level of tax efficient yield with an emphasis on total return, through a capital preservation and then growth focused investment process.
Fiera Capital Tax Efficient Short Intermediate SMA
Seeks to generate tax efficient, risk-adjusted returns with an emphasis on generating a lower volatility return stream, through a capital preservation focused investment process.
NYLIM Capital Growth SMA
An SMA that to provide long-term capital appreciation by investing in companies with attractive and persistent net return on invested capital (ROIC) with a history of generating free cash flow and have management teams committed to using that cash to reinvest for capital growth.
NYLIM Global Choice ADR SMA
An SMA that seeks to provide a high level of income by investing in a concentrated global portfolio of stocks with a history of attractive dividends and positive growth in free cash flow, which may be used to pay future dividends.
NYLIM Global Equity Yield ADR SMA
A global portfolio that seeks to capture shareholder yield with a focus on companies that pay dividends, buy back stock and reduce debt.
NYLIM U.S. Equity Yield SMA
A U.S. portfolio that seeks to provide a high level of income by investing in a diversified portfolio of stocks with a history of attractive dividends and positive growth in free cash flow, which may be used to pay future dividends.
NYLIM MacKay Convertible Securities SMA
A convertible portfolio that invests in securities for total return potential, seeking capital appreciation potential of the underlying equity while retaining fixed-income characteristics.
NYLIM MacKay Core Bond SMA
Seeks to achieve attractive risk-adjusted returns by identifying diversified sources of alpha across the fixed income market. The portfolio is designed to seek total return by allocating across a broad opportunity set.
NYLIM MacKay Core Plus Bond SMA
Seeks to achieve attractive risk-adjusted returns by identifying diversified sources of alpha across the fixed income market. The portfolio is designed to seek total return by allocating across a broad opportunity set, including high yield.
Winslow Focused Large Cap Growth SMA
A large cap growth portfolio that seeks long-term growth of capital from investments in U.S. large cap growth equities.
Winslow U.S. Large Cap Growth SMA
A large cap growth portfolio that seeks to consistently outperform the Russell 1000® Growth Index over time on a risk-adjusted basis by investing in U.S. large cap growth equities.
Investment objectives may not be met as the underlying investment options are subject to market risk and fluctuate in value. Please keep in mind that there are fees and expenses associated with investing in managed accounts. Accordingly, you can lose money investing in a separately managed account.
There is no guarantee that any strategies discussed will be effective.
ESG Investing Style Risk Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, certain ESG strategies may limit exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.