Our Spectrum of ESG Solutions

Our investment boutiques have deep expertise to offer and utilize various approaches to sustainable investing,providing a spectrum of solutions to help meet the needs of the values-driven investor.

Negative Screening

Eliminates companies that meet certain criteria - whether due to ethical reasons or poor ESG profiles.

  • IQ Candriam ESG U.S. Equity ETF (IQSU)
  • IQ Candriam ESG International Equity ETF (IQSI)
  • Candriam ESG U.S. Equity SMA
  • Candriam ESG International Equity ADR SMA
  • Candriam ESG World Equity ADR SMA
  • MainStay Candriam Emerging Markets Equity Fund (MCYAX)
  • MainStay Candriam Emerging Markets Debt Fund (MGHAX)
  • Candriam Global Demographics Equity ADR SMA
  • Candriam Global Climate Action Equity ADR SMA
  • Candriam Global Oncology Impact Equity ADR SMA

ENGAGEMENT: Direct private dialogue with companies, shareholder activism

ESG Integration

Explicit consideration of ESG factors in financial selection and investment decisions.

  • IQ Candriam ESG U.S. Equity ETF (IQSU)
  • IQ Candriam ESG International Equity ETF (IQSI)
  • Candriam ESG U.S. Equity SMA
  • Candriam ESG International Equity ADR SMA
  • Candriam ESG World Equity ADR SMA
  • MainStay Candriam Emerging Markets Equity Fund (MCYAX)
  • MainStay Candriam Emerging Markets Debt Fund (MGHAX)
  • MainStay Winslow Large Cap Growth Fund (MLAAX)
  • MainStay MacKay Infrastructure Bond Fund (MGVAX)
  • MainStay MacKay Intermediate Tax Free Bond Fund (MTFDX)
  • MainStay MacKay International Equity Fund (MSEAX)
  • Candriam Global Demographics Equity ADR SMA
  • Candriam Global Climate Action Equity ADR SMA
  • Candriam Global Oncology Impact Equity ADR SMA

ENGAGEMENT: Direct private dialogue with companies, shareholder activism.

Best-in-Class-Screening

Selection of the highest rated ESG companies in their sector.

  • IQ Candriam ESG U.S. Equity ETF (IQSU)
  • IQ Candriam ESG International Equity ETF (IQSI)
  • Candriam ESG U.S. Equity SMA
  • Candriam ESG International Equity ADR SMA
  • Candriam ESG World Equity ADR SMA

Thematic/Impact Investing

Investments aiming for social or environmental good alongside financial returns, often aligned with ESG themes.

  • Candriam Global Demographics Equity ADR SMA
  • Candriam Global Climate Action Equity ADR SMA
  • Candriam Global Oncology Impact Equity ADR SMA

ENGAGEMENT: Direct private dialogue with companies, shareholder activism

The content displayed above is subject to change. Please note that other asset managers/investors may categorize their products differently than what is displayed above.

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.

Past performance does not guarantee future results.

The opinions and statements expressed herein are for informational purposes and subject to change without notice.
Please keep in mind that there is no assurance that investment objectives will be met, as the underlying investment options are subject to market risk and fluctuate in value.
Candriam is an affiliate of New York Life Insurance Company. Not all of Candriam’s products can be offered in the U.S.