To meet evolving and complex customer needs, New York Life Investments has partnered with Wilshire to develop the Pathway Portfolios, which consists of four series of model portfolios that were built to suit a range of investor needs.
This combination brings together a lineup of active mutual funds and ETFs from NYL Investments and passive ETFs from NYL Investments and State Street Global Advisors, all under Wilshire’s industry-recognized institutional investment process that aims to deliver cost-efficient, risk-adjusted returns.
NYL Investments offers four series of portfolios, two series of broadly diversified target-risk portfolios, and two ‘go-anywhere’ fixed income portfolios for taxable and tax-free income, all managed with the knowledge and expertise of Wilshire.
NYLI Pathway Active/Passive Portfolios
Series of seven globally diversified, multi-asset class portfolios that seek to provide exposure to a variety of asset classes and investment styles.
NYLI Pathway Active/Passive Tax-Aware Portfolios
Series of seven broadly diversified, tax-conscious, multi-asset class portfolios that seek to provide exposure to a variety of asset classes and investment styles.
NYLI Pathway Focused Income Portfolios
Series of two ‘go-anywhere’ fixed income portfolios that seek to generate attractive levels of income, with a secondary goal of total return.
NYLI Pathway Multi-Asset Income Portfolios
Series of three risk-based, multi-manager and multi-asset class portfolios that seek to provide an attractive level on income and capital appreciation.
Wilshire is a leading global financial services firm, dedicated to improving outcomes for investors worldwide. An independent firm since 1972, Wilshire advises on over $1.3 trillion in assets and manages $93 billion in assets. Specializing in innovative investment solutions, consulting services and multi-asset decision support analytics, Wilshire serves more than 500 institutional and intermediary clients worldwide from 10 offices around the globe.
Investing in SMAs involves various risks, including equity risk, fixed income risk, municipal bond risk, and international risk. These risks may result in the loss of principal and are not suitable for all investors. For more detailed information on investment risks, fees, and other important details, please refer to the ADV Part 2 available upon request. Past performance is not indicative of future results. While no management fee is charged on the model, fees apply to proprietary products within the portfolios. Refer to the fund prospectus for more details.
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.
The Pathway Portfolios are separately managed accounts (SMAs) managed by New York Life Investment Management LLC with model portfolios provided by Wilshire. New York Life Investment Management LLC ("NYLIM"), a New York Life Investment's boutique and registered investment management firm, is the Investment Manager of the NYLI Pathway Active/Passive Portfolios, NYLI Pathway Active/Passive Tax-Aware Portfolios and NYLI Focused Income and Focused Tax-Free Income
Wilshire's association with New York Life Investment Management (NYLIM) is to create and maintain Model Portfolios, which are the property of NYLIM. Wilshire is a trademark and service mark of Wilshire Associates Incorporated. Wilshire maintains full discretion over the Portfolios' asset allocation and fund selection decisions. Wilshire and NYLIM are not affiliated with each other.
The Portfolios may be offered and sold only to persons in the United States.