*A diversified, global asset management firm with $740 billion assets under management (AUM) includes assets of the investment advisers that make up “New York Life as of 12/31/2024. “New York Life Investments’’ is both a service mark, and the common trade name, of the following investment advisors (also referred to herein individually as a “boutique” and collectively as “boutiques”) affiliated with New York Life Insurance Company: Ausbil Investment Management Limited (“Ausbil”), Apogem Capital LLC (“Apogem”), Candriam S.C.A. (“Candriam”), MacKay Shields LLC (“MacKay Shields”), New York Life Investment Management LLC (“NYLIM LLC”), NYL Investors LLC (“NYL Investors”), and Tristan Capital Partners LLP (“Tristan”). 

Assets under management (AUM) includes assets of the investment advisers that make up “New York Life Investments” as of 12/31/2024.  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 12/31/2024. The total AUM figure of “New York Life Investments” 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. AUM is based on estimates and is subject to change.

“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.