Balance performance potential with principles, through ESG investing.

As demand continues to increase, it is clear that sustainable investing isnʼt a passing fad. Neither are we. Our years of experience, expertise, and insights can help investors balance their personal values with investment value. 

        

Our Spectrum of ESG Solutions

ESG Solutions by New York Life Investments

The content displayed above is subject to change. Please note that the other asset managers/investors may categorize their products differently than what is displayed above. The SMA products listed are not available to all clients in all jurisdictions or regions where such product would be contrary to local laws or regulations.

Featured Resources

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Welcome to the Candriam Academy
(CE Approved)

Join Candriam Academy, the world’s first free-to-access accredited training platform for ESG investing.

Hiding Lobelia

ESG Talks: Educational, Conversational and 1 CE per Video

Candriam Academy’s ESG Talks video series focuses on today’s most pressing economic, social and environmental issues.

   

Additional ESG Investing Solutions

Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance figures for all Funds reflect contractual waivers and/or expense limitations, without which total returns may have been lower. These limitations may be modified or terminated only with Board approval.


The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance (this does not include the effects of sales charges, loads, and redemption fees). The top 10% of products in each product category receive 5stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.


Click on the product name for the most recent overall risk-adjusted Morningstar ratings shown above, including ratings by share class and time period and the number of funds in each category. The Fund page also includes the prospectus, investment objectives, performance, risk and other important information.

Our Commitment to ESG

As a signatory of the United Nations Principles for Responsible Investing (UN PRI), we are committed to the 6 Principles for Responsible Investing. Read more about our commitments below.

 

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.