Overview
Overview
New York Life Investments has partnered with Wilshire to offer the NYLI Pathway Multi-Asset Income Portfolios (the “Portfolios”), a suite of three globally diversified, income-oriented portfolios designed to balance yield generation and growth.
The Portfolios’ income-focused asset allocation seeks attractive, risk-adjusted yield within a defined volatility range.
Powered by Wilshire Advisors
Portfolios are managed by one of the industry’s largest institutional investment consulting firms.
Dynamic Management
Wilshire dynamically tilts the Portfolios toward attractive opportunities and away from under-compensated risks in an effort to enhance returns and reduce risk.
Active/Passive Structure
Portfolios are anchored by actively managed strategies that are well-regarded by Wilshire Manager Research, which are complemented by low-cost, passive ETFs.
Portfolios
Portfolios
Philosophy
Philosophy
A clear investment approach
Wilshire’s institutional approach translates the theoretical into the practical, making use of income-focused asset allocation, institutional research and fund selection, dynamic portfolio management and ongoing monitoring and periodic rebalancing that seeks to deliver attractive risk-adjusted yield within a target volatility range. Wilshire uses a sophisticated, disciplined, and risk-focused approach with a repeatable four-step process to monitor the Portfolios.
- Income-focused asset allocation
- Institutional research and fund selection
- Dynamic portfolio management
- Ongoing monitoring and periodic rebalancing
Regardless of an investor’s risk tolerance, Wilshire and NYL Investments believe that an ideal portfolio should include active and passive strategies. To meet the needs of outcome-oriented investors, the Portfolios offer three different underlying portfolios designed to meet different risk tolerances and objectives.
Process
Process
Team
Team
Wilshire: A diversified global financial services firm serving 500+ clients across 20 countries
Wilshire provides financial advisors and their clients with sophisticated, institutional-like solutions by adhering to a disciplined and rigorous approach following three key principles:
- Measuring: Identify the target investment return of a risk profile and seek to achieve it with the least amount of risk.
- Managing: Build portfolios that utilize multiple asset classes and combine investment managers whose investment styles complement each other.
- Monitoring: Rebalance portfolios regularly and make adjustments to allocations if market conditions change.
Investors in Wilshire’s asset allocation portfolios can be confident that their portfolios are being managed using the same principles, analytical tools and investment processes as institutional clients worldwide.