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New York Life Investments
51 Madison Avenue
New York, NY 10010

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With over $700 billion in Assets Under Management* as of December 31, 2021, New York Life Investments is comprised of the affiliated global asset management businesses of its parent company, New York Life Insurance Company (New York Life), and offers clients access to specialized, independent investment teams through its family of affiliated boutiques. Its multi-boutique structure provides a diverse set of investment options and a breadth of solutions for every client need. Whether managing volatility, generating income, investing for tax efficiency or looking for long-term portfolio growth, its capabilities are built on the foundation of a long and stable history, which gives its clients proven performance managing risk through multiple economic cycles.

*Includes $682 billion of assets under management (AUM) and $25 billion of assts under supervision (AUS) of the Investment advisors affiliated with New York Life Insurance Company other than Kartesia and Tristan Capital Partners, as of 12/31/21. AUM is reported in USD. AUM not denominated in USD is converted at the spot rate as of 12/31/21. The sum of each boutique’s AUM is more than the reported AUM for total Asset Management due to Intercompany Advisory/Sub-Advisory agreements where the same assets can be counted by more than one boutique.

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