• $578 billion
    in assets under management1

Our Vision

Our vision is to be one of the most trusted providers of investment management expertise and long-term financial security.

We are:

  • Renowned for our premier investment acumen and client focus
  • Esteemed for our people, processes, and performance
  • Valued for our integrity, consistency, and strength



Overall and category Barron’s rankings are based on total returns for the 2018 calendar year among 57 qualifying fund families.

Our Investment Managers

 MacKay Shields  Goldpoint Partners
 Private Advisors  Credit Value Partners  Candriam Investors Group  Ausbil
 IndexIQ  NYL Investors  Madison Capital Funding  Tristan Capital Partners

1. AUM includes assets of Investment Advisors affiliated with New York Life Insurance Company as of August 31, 2019. AUM for Candriam and Ausbil is reported at the spot rate.