New York Life Investment Management to Update Fund Lineup Branding

NEW YORK, May 1, 2026 – New York Life Investment Management (“NYLIM”) today announced that, effective Aug. 28, 2026, its U.S. Retail investment products will be renamed to reflect the new brand launched earlier this year.

“As we invest in our brand, it is important that our product lineup reflects the clarity, consistency and strength of New York Life Investment Management. This naming update for our investment products creates greater distinction across our offerings and ensures they carry a closer association with both our brand and the specialized investment teams that make up our firm,” said Kirk Lehneis, Head of U.S. Retail at New York Life Investment Management.

There are no changes to the investment teams, mandates or focus of each of NYLIM’s funds or ETFs.

The naming changes will be reflected as follows:

For more information on the funds and on New York Life Investment Management’s full suite of product offerings, as well as insights and commentary, please visit our website here. 

About New York Life Investment Management

With approximately $807 billion* in assets under management as of March 31, 2026, New York Life Investment Management is a Pensions & Investments' Top 30 Largest Money Manager** and one of the largest active asset managers globally, with leading positions across both public and private markets. Comprised of the affiliated global asset management businesses of New York Life Insurance Company, New York Life Investment Management is committed to achieving enduring financial outcomes and building long-term partnerships across market cycles and generations. Our specialized, independent investment teams bring disciplined active management and deep expertise to help clients navigate the next era of investing.

“New York Life Investment Management” is the brand name and service mark used to represent a group of affiliated investment advisers of New York Life Insurance Company, including New York Life Investment Management LLC, a registered investment adviser.

*Assets under management (AUM) includes assets of the investment advisers that make up “New York Life Investment Management” as of March 31, 2026.  AUM includes certain assets, such as non-discretionary 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 March 31, 2026. The total AUM figure of “New York Life Investment Management” is less than the sum of the AUM of each affiliated investment adviser in the group because it does not count AUM where the same assets can be counted by more than one affiliated investment adviser.

**New York Life Investment Management ranked 28th largest institutional investment manager in Pensions & Investments' Largest Money Managers 2025 published June 2025, based on worldwide institutional AUM as of Dec. 31, 2024. No direct or indirect compensation was paid for the creation and distribution of this ranking.

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.

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.

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