New York Life Investment Management
Accounts
Contact Us
Insights
Insights Overview

FEATURED INSIGHTS

  • Global Markets
  • Investment Outlooks
  • Megatrends
  • Muni 360

INSIGHTS

  • Perspectives
  • Education
  • Events and Webinars
  • Portfolio Manager Insights

    

View All Insights
Investment Solutions
Solutions Overview

INVESTMENT SOLUTIONS

  • Mutual Funds
  • ETFs
  • Featured Solutions for Today's Market
  • Closed End Funds
  • Interval Funds
  • Variable Portfolios

     

View Product Performance
View Prices and Yields

ASSET CLASSES

  • Equities
  • Fixed Income
  • Municipal Bonds
  • Alternatives
  • Multi-Asset
Resources
Resources Overview

RESOURCES

  • Literature
  • Product Prospectuses and Reports
  • Tax Center
  • Investor Education
  • Preference Center
View All Resources
Building Looking Upwards

Literature

Access to our extensive library of product and market insights and materials.

Get the Latest
About Us
Who We Are Overview

WHO WE ARE

  • Our Business
  • Our History
  • Our Leadership
  • Our Portfolio Managers
  • Who We Serve
  • Global Boutiques
  • Sustainability
  • News
  • Careers

   

View All Who We Are

      

Our Business

Our Business

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

Learn More
Accounts
Contact Us

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.

Download Report

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?

  

   

Evergreen Fund Fact Card
See Fact Card >

side of building with greenery

   

Evergreen Fund Investor Guide
Read the Investor Guide >

   

The Bow River Team
Meet the Bow River Team >

   

   

Private Equity: The What & The Why
Download Report >

   

   

Active ETFs

Active ETFs

     

Active ETFs

Tap into ETF efficiency and active strategies from specialized boutique managers designed with the potential to go beyond a benchmark.

What NYLI ETFs Offer

Professional Management,
ETF Pricing

Access experienced active management from trusted investment teams in a low-cost ETF wrapper

Independent Boutiques,
Distinct Strategies

Alpha potential that passive ETFs can't offer from skilled managers across a multi-boutique platform

Efficiency Without Compromise

Get the liquidity, transparency, and tax efficiency of an ETF combined with the return potential of active management

   

Professional Management,
ETF Pricing

Access experienced active management from trusted investment teams in a low-cost ETF wrapper

Independent Boutiques,
Distinct Strategies

Alpha potential that passive ETFs can't offer from skilled managers across a multi-boutique platform

Efficiency Without Compromise

Get the liquidity, transparency, and tax efficiency of an ETF combined with the return potential of active management

   

Invest With NYLIM Active ETFs

See why NYLIM Active ETFs stand apart from traditional passive and mutual fund options.

Download Brochure

Learn Why Active ETFs Are Surging

See what's driving the shift and how strategies are built to meet modern portfolio demands.

Get Infographic

   

Market & Asset Class Insights

Market & Asset Class Insights

Market & Asset Class Insights

Muni 360
Perspectives June 5, 2026
A Well-Supported Market Still Rewards Selectivity
Join Francis Adarkwa this week as he offers his thoughts on the volatility we’re seeing in the muni market, an update on issuance and an update on fundamentals.
Perspectives June 1, 2026
Trends in Market Structure: Digital Assets Edition
The market broadened, but profitability leadership still matters.
5 MIN READ
Perspectives May 4, 2026
2026 Global Investment Outlooks | New York Life Investment Management
Capturing Opportunity While Navigating a More Volatile Macro Backdrop

   

Subscribe to Weekly Insights

Benefit from our robust suite of thought leadership and investment insights reflecting the diverse perspectives of our boutiques.

By subscribing you are consenting to receive personalized online advertisements from New York Life Investment Management.

    

Loading

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.  

Three people in a discussion

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
  • Bow River Advisers
  • Candriam
  
  • Kartesia
  • MacKay Shields
  • NYL Investors
  • Tristan Capital Partners

      

CONNECT WITH US
Facebook LinkedIn

      

Subscribe Subscribe

Sign up to get the latest on ideas and insights that matter most to you.

Subscribe Now

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 , Bow River Advisers, LLC. 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 3/31/2026. 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 3/31/2026.



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 and Bow River Advisers, LLC. 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.


  • ©2026 New York Life Investment Management LLC. All rights reserved.
  • New York Life
  • Careers
  • Privacy and Other Regulatory Disclosures
  • Legal Notice
  • Customer Identification Notice
Download Insights from Bow River.

Please enter your business email to download:

  • Individual Investor
  • Financial Advisor
  • Retirement Specialist
  • Institutional Investor

Select your role

Please select your role so we can personalize the site to meet your needs

You are now leaving the New York Life Investment Management Web Site. You assume total responsibility and risk for your use of the site(s) to which you are linking.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, you are leaving this site. Neither the Company, New York Life nor any of its subsidiaries, make any representations as to the completeness or accuracy of information that is provided at these sites. Nor are they liable for any direct or indirect technical or systems issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cancel Continue