Candriam Global Climate Action Equity ADR SMA
Candriam seeks to construct thematic portfolios centered around value-creating macro trends, seeking to potentially enhance investors’ asset allocations and returns.
Candriam International Equity ADR SMA
A diversified portfolio of international stocks that employ an ESG discipline with strong company fundamentals, that seeks to provide attractive risk-adjusted returns across a full market cycle.
Candriam Global Demographics Equity ADR SMA
A global demographics thematic portfolio focused on value-creating macro trends that seeks to enhance asset allocations and returns.
Candriam Global Oncology Equity ADR SMA
A global oncology thematic portfolio centered around value-creating macro trends that seeks to enhance investors’ asset allocations and returns.
CBRE Global Infrastructure SMA
CBRE Investment Management seeks total return by investing across the global listed infrastructure universe.
Fiera Capital Small Cap Growth SMA
Seeks to achieve long-term capital growth by investing in a dynamic combination of stable and emerging growth stocks of small and mid-cap growth-oriented companies as it seeks to outperform its benchmark, the Russell 2000 Growth Index.
Fiera Capital Tax Efficient Core Intermediate 1-10 Yrs SMA
Seeks to generate tax efficient, risk-adjusted returns with an emphasis on generating a lower volatility return stream, through a capital preservation focused investment process.
Fiera Capital Tax Efficient Core Plus SMA
Seeks to generate a high level of tax efficient yield with an emphasis on total return, through a capital preservation and then growth focused investment process.
Fiera Capital Tax Efficient Short Intermediate SMA
Seeks to generate tax efficient, risk-adjusted returns with an emphasis on generating a lower volatility return stream, through a capital preservation focused investment process.
MacKay Shields Convertible Securities Portfolio
A convertible portfolio that invests in securities for total return potential, seeking capital appreciation potential of the underlying equity while retaining fixed-income characteristics.
MainStay Epoch Global Choice ADR
An SMA that seeks to provide a high level of income by investing in a concentrated global portfolio of stocks with a history of attractive dividends and positive growth in free cash flow, which may be used to pay future dividends.
MainStay Epoch Global Equity Yield SMA (ADR)
A global portfolio that seeks to capture shareholder yield with a focus on companies that pay dividends, buy back stock and reduce debt.
MainStay Epoch U.S. Equity Yield SMA
A U.S. portfolio that seeks to provide a high level of income by investing in a diversified portfolio of stocks with a history of attractive dividends and positive growth in free cash flow, which may be used to pay future dividends.
Pathway Multi-Asset Balanced Income Portfolio SMA
A risk-based, multi-manager and multi-asset class portfolio, the SMA seeks to provide an attractive level of income and capital appreciation.
Pathway Multi-Asset Growth & Income Portfolio SMA
A risk-based, multi-manager and multi-asset class portfolio, the SMA seeks to provide an attractive level of income and capital appreciation.
Pathway Multi-Asset Income Portfolio SMA
A risk-based, multi-manager and multi-asset class portfolio, the SMA seeks to provide an attractive level of income.
Winslow U.S. Large Cap Growth SMA
A large cap growth portfolio that seeks to consistently outperform the Russell 1000® Growth Index over time on a risk-adjusted basis by investing in U.S. large cap growth equities.
Investment objectives may not be met as the underlying investment options are subject to market risk and fluctuate in value. Please keep in mind that there are fees and expenses associated with investing in managed accounts. Accordingly, you can lose money investing in a separately managed account.
There is no guarantee that any strategies discussed will be effective.
ESG Investing Style Risk 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, certain ESG strategies may limit exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. There is no assurance that employing ESG strategies will result in more favorable investment performance.