Francis Ok

NYLIM uses a top-down driven investment process to determine asset allocation and portfolio analytics to construct and implement investment portfolios. They offer a broad range of investment products, styles and solutions.

IndexIQ’s passive ETF and Mutual Fund strategies generally seek investment results that correspond, before fees and expenses, generally to the price and yield performance of its underlying index. Each passive ETF and Mutual Fund employs a “passive management” — or indexing — investment approach designed to track the performance of the Underlying Index. The firm focuses primarily on smart core and environmental, social, and governance (ESG), active fixed income and alternatives.

MacKay Shields offers a variety of fixed income and equity strategies and solutions that clients can select depending on their investment objectives. They maintain independently managed investment strategy teams, each of which conducts its own research and acts autonomously with its own distinct investment process. Investment strategies may be available through separately managed accounts, wrap programs and/or collective investment vehicles.

Cornerstone Capital Management Holdings (CCMH) offers a variety of global systematic equity strategies that seek to achieve targeted returns, while minimizing risk to the portfolio. In managing these strategies, the firm uses proprietary models which have quantitative alpha forecasting engines that are designed to help position the investment team to capitalize on positive as well as negative forecasts. ^ CCMH also offers a variety of global fundamental equity strategies. For these strategies, the firm's global fundamental equity investment team employs a bottom-up investment approach, incorporating individual company fundamental analysis, industry competitive dynamics, and macroeconomic analysis to identify long-term holdings in companies that have the potential for sustained growth. ^ CCMH invests primarily in domestic and international equity securities; but depending on the client's objectives, may also invest in futures, ETFs, & contracts for difference; ADRs; U.S. Government agency securities; repurchase agreements; convertible securities; foreign currencies; and foreign currency contracts. For accounts that permit them, CCMH may engage in derivatives transactions such as swaps, options, futures and forward contracts. ^

NYLIM uses a top-down driven investment process to determine asset allocation and portfolio analytics to construct and implement investment portfolios. They offer a broad range of investment products, styles and solutions.