We’re about more than good quarters. We're about good quarter centuries. It’s our long-lasting focus that helps clients reach long-term goals.
Diverse thinking. Unique perspectives. Deep experience. Our multi-boutique approach enables us to invest with foresight and conviction.
It’s a simple truth. When you truly understand and listen to your clients, the better you can serve them. That’s how we form trusted relationships.
As a full service, global asset manager, we offer solutions across asset classes to generate meaningful outcomes and competitive performance.
Our parent company New York Life Insurance Company, has successfully navigated economic and market cycles for 175 years.
Our Leaders and Portfolio Managers
Thought leaders and proven managers, we are an experienced, global team focused on consistently delivering for our clients.
More than investing. Invested. Consistently delivering value beyond investment performance. Ultimately, client success is about trust. Not transactions.
Who We Serve
We seek to build solutions and strategies that help meet the needs and investment objectives of clients from public and private institutions to individual financial advisors and investors.
We believe in the strength of our multi-boutique business model. Independent, but aligned in a relationship-first approach, our global investment professionals can offer a wider spectrum of solutions, tailored to clients’ specific needs.
* Assets under management (AUM) includes assets of the investment advisers affiliated with New York Life Insurance Company, other than Kartesia Management, and Tristan Capital Partners, as of 3/31/2022. As of 12/31/2022 New York Life Investments changed its AUM calculation methodology, and AUM now includes certain assets, such as non-discretionary AUM, external fund selection, and overlay services, including ESG screening services, advisory consulting services, white labeling investment management services, and model portfolio delivery services, that do not qualify as Regulatory Assets Under Management, as defined in the SEC’s Form ADV. AUM is reported in USD. AUM not denominated in USD was converted at the spot rate as of 12/31/2022. This total AUM figure is less than the sum of the AUM of each affiliated investment adviser in the group because it does not count AUM where the same assets can be counted by more than one affiliated investment adviser.