CANDRIAM Global Climate Action Equity ADR SMA

CANDRIAM seeks to construct thematic portfolios centered around value-creating macro trends, designed to potentially enhance investors’ asset allocations and returns.

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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.

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CANDRIAM ESG U.S. Equity SMA

A diversified portfolio of U.S. stocks that employ an ESG discipline with strong company fundamentals, that seeks to provide attractive risk-adjusted returns across a full market cycle.

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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.

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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.

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CANDRIAM Global Oncology Impact Equity ADR SMA

A global oncology thematic portfolio centered around value-creating macro trends that seeks to enhance investors’ asset allocations and returns.

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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.

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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.

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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.

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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.

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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.

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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.