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 ESG 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 ESG World Equity ADR SMA
A diversified portfolio of global 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.
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.
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, 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. There is no assurance that employing ESG strategies will result in more favorable investment performance.