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Building Looking Upwards

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We remain committed to our clients through the diverse perspectives of our boutiques and a long-lasting focus on sustainable relationships.

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INSIGHTS FROM BOW RIVER

Prudent Liquidity Management in Semi-Liquid Evergreen Funds

As investors seek flexibility and private market access, balancing liquidity needs with long-term assets is more critical than ever. Discover a framework for building durable portfolios.

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Bow River Evergreen Fund

Bow River Evergreen Fund

   

Bow River Evergreen Fund

Get the latest insights on private equity from the Bow River team and explore the benefits of the Bow River Capital Evergreen Fund (EVERX) and factors to consider when choosing to invest.

Differentiators and Relationship with Apogem Capital
Evergreen Fund Overview
Underwriting Process
What Differentiates Bow River?
Jeremy Held Joins RIA Channel to Highlight Evergreen Fund Benefits
2025 Global Investor Forum Highlights with Bow River
When is the Time to Consider Private Equity?
How Does the Evergreen Structure Help Investors?

  

 

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The Private Equity Sweet Spot
Read Whitepaper >

The Bow River Team
Meet the Bow River Team >

   

Private Equity: The What & The Why
Download Report >

   

Evergreen Fund Fact Card
See Fact Card >

   

Featured ETF

Featured ETF

Featured ETF

NYLIM FTSE International Equity Currency Neutral ETF (HFXI)

   

Why HFXI Now?

Employs a truly passive, simpler approach to international equity investing for broad developed market exposure

A 50% currency hedge mitigates the volatility associated with fully hedged or unhedged strategies, and eliminates the need to make a currency bet

Use as a low-cost, tax-efficient alternative to actively-managed international equity strategies

See Product Snapshot

   

Beyond Borders: International Investing, Simplified

International offers compelling opportunities, but it also introduces unique considerations for U.S. investors. In this three-part video series, our experts explore today’s global investment landscape, the often-overlooked impact of currency, and how HFXI can help investors gain international equity exposure without making an active currency bet.

Why International Now
The Hidden Currency Risk
A Smarter International Solution

   

Additional Resources

   

HFXI Fact Sheet

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The Hedge of Least Regret

View Investment Insights >

   

   

Currency Neutral Strategy

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Downturn Investment Idea

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Market & Asset Class Insights

Market & Asset Class Insights

   

Market & Asset Class Insights

Perspectives September 18, 2026
The Price of Money Has Changed
Eric Kazatsky is joined by Jack Muller to connect the dots between Treasuries, munis, supply, and the Fed.
Perspectives October 12, 2026
A New Era in Global Liquidity
Liquidity provision is entering a new era.
5 MIN READ
Perspectives August 5, 2026
2026 Global Investment Outlooks | New York Life Investment Management
Where Opportunity Meets Uncertainty

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Practice Management

Practice Management

Practice Management

We’ve spent hundreds of hours working with advisors like you to understand the challenges you face and the dynamics of your practice. We’ve paired those insights with our expertise and research to show how we’re invested in your business. With you in mind, we’ve built a robust suite of practice management programs such as How the Best Become the Best, ESG Investing, Women & Investing, Teaming and Redefining Retirement.  

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How the Best Become the Best

We partnered with Dr. Kevin Elko, a nationally renowned career enhancement and sport performance consultant, to develop our “How the Best Become the Best” program—a comprehensive assessment exploring topics such as resiliency, creating vision and building connections.

Access the Program >

Attract and Retain Women Investors
Gain insights about advising women investors.

Learn How >

Build High-Performance Teams
Building the right team is imperative for advisors to grow their business and create greater scale. 

Learn More >

Redefining Retirement
Take a holistic approach to retirement by merging physical and mental health with financial goals. 

Get the Insights >

 

   

GLOBAL BOUTIQUES GLOBAL BOUTIQUES
  • Andera Partners
  • Apogem Capital
  • Ausbil
  • Candriam
  
  • Kartesia
  • MacKay Shields
  • NYL Investors
  • Tristan Capital Partners

      

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Contact the New York Life Ethics Hotline.
 


Investing involves risk, including possible loss of principal.



Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the investment company. This and other important information are contained in the prospectus and, if available, the summary prospectus, which may be obtained by visiting https://dfinview.com/NYLIM or by contacting your financial professional. Investors should read the prospectus and, if available, the summary prospectus carefully before investing.



The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.



Securities distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, Member FINRA/SIPC.



“New York Life Investment Management” is both a service mark and the common trade name of the following investment advisors affiliated with New York Life Insurance Company: Andera Partners, Apogem Capital LLC, Ausbil Investment Management Limited , Candriam S.C.A., Kartesia Management S.à r.l., MacKay Shields LLC , New York Life Investment Management LLC, NYL Investors LLC, and Tristan Capital Partners LLP.



Assets under management (AUM) includes assets of the investment advisors that make up “New York Life Investment Management” as of 6/30/2026. AUM includes certain assets, such as nondiscretionary AUM, external fund selection, and overlay services, including ESG screening services, advisory consulting services, white labeling services, and model portfolio delivery services, that are not necessarily considered Regulatory Assets Under Management according to the SEC’s Form ADV. AUM is reported in USD. AUM not denominated in USD is converted at the spot rate as of 6/30/2026.



The total AUM figure for “New York Life Investment Management,” as a brand, is less than the sum of the AUM of each affiliated investment advisor in the group because it does not count AUM where the same assets can be counted by more than one affiliated investment advisor. In addition, AUM includes assets of certain, but not all, investment advisors affiliated with New York Life Insurance Company and excludes assets managed by Andera Partners. AUM is based on estimates and is subject to change.

Investment products are not guaranteed, are not obligations of, or backed by, New York Life Insurance Company. References to the financial strength or credit ratings of New York Life Insurance Company apply solely to its insurance and annuity products. 



New York Life Insurance Company (“New York Life”) or its affiliates may invest in certain strategies or vehicles managed by its affiliated investment advisers. Such investments do not occur in all strategies or products, and the amount, timing, and terms of any New York Life investment may differ from those applicable to clients. The existence of such investments does not imply identical investment terms, allocation priority, risk exposure, or investment outcomes. New York Life does not guarantee the performance of any strategy or client investment. All investments involve risk, including the possible loss of principal.

The mutual funds may be offered and sold only to persons in the United States.

The products and services of New York Life Investment Management’s boutiques are not available in all jurisdictions or regions where such provision would be contrary to local laws or regulations.



New York Life Investment Management, its affiliated investment advisors, and their respective employees do not provide tax, legal, or accounting advice. The information provided on this website is for informational purposes only and should not be relied upon as tax, legal, or accounting advice. You should consult your own qualified tax, legal, and accounting professionals regarding your individual circumstances before making any financial decisions.


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