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New York Life Investments

With over $605 billion in Assets Under Management^[1] as of September 30, 2020, New York Life Investments is comprised of the affiliated global asset management businesses of our parent company, New York Life Insurance Company (New York Life). We offer clients access to specialized, independent investment teams through our family of affiliated boutiques. We remain committed to our clients through a combination of the diverse perspectives of our boutiques and a long-lasting focus on sustainable relationships.

Our multi-boutique business model is built on the foundation of a long and stable history, which gives our clients proven performance managing risk through multiple economic cycles. With capabilities across virtually all asset classes, market segments, and geographies, our family of specialized, independent boutiques and investment teams allows us to deliver customized strategies and integrated solutions for every client need.

Our investment managers offer deep domain expertise and diversity of thought generating deeper insights alongside strong conviction to deliver better outcomes. Our global capabilities combined with local presence drives more nuanced perspective and a more personal experience for our clients.

[1] Assets under management includes the assets of the investment advisors affiliated with New York Life Insurance Company. AUM beginning in 2012 excludes Assets under Administration. AUM is reported in USD. AUM that are not denominated in USD are converted using spot rates as of the reporting date.

The products and services of New York Life Investments’ boutiques are not available to all clients and in all jurisdictions or regions.

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, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

This material is provided for educational purposes only and should not be construed as investment advice or an offer to sell or the solicitation of offers to buy any security. Opinions expressed herein are current opinions as of the date appearing in this material only.

This material contains general information only and does not take into account an individual’s financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision.

To help you conveniently locate additional Internet resources of interest, this presentation may contain links to third party websites that New York Life Investments does not operate or control. The existence of such links does not indicate any approval or endorsement of, or any association with, the linked websites. Neither New York Life Investments, nor any of its affiliated websites, is responsible for the content or operation of any linked website. By clicking on any of the third-party website links, you agree to access and use the linked site at your own risk and according to its terms and conditions.

New York Life Investment Management LLC engages the services of federally registered advisors. Candriam Belgium is an affiliate of New York Life Insurance Company. Candriam is registered in the U.S. with the Securities and Exchange Commission, but not all of their products are available in the U.S.

“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.

SMRU Code: 1825949