New York Life Investment Management (“NYLIM”) today announced that, effective Aug. 28, 2026, its U.S. Retail investment products will be renamed to reflect the new brand launched earlier this year.
“As we invest in our brand, it is important that our product lineup reflects the clarity, consistency and strength of New York Life Investment Management. This naming update for our investment products creates greater distinction across our offerings and ensures they carry a closer association with both our brand and the specialized investment teams that make up our firm,” said Kirk Lehneis, Head of U.S. Retail at New York Life Investment Management.
There are no changes to the investment teams, mandates or focus of each of NYLIM’s funds or ETFs.
The naming changes will be reflected as follows:
|
FUNDS |
|
|
CURRENT FUND NAME |
NEW FUND NAME |
|
Listed Closed-End Funds |
|
|
NYLI CBRE Global Infrastructure Megatrends Term Fund |
NYLIM CBRE Global Infrastructure Megatrends Term Fund |
|
NYLI MacKay DefinedTerm Muni Opportunities Fund |
NYLI MacKay DefinedTerm Muni Opportunities Fund |
|
Closed-End Interval Fund |
|
|
NYLI MacKay Muni Income Opportunities Fund |
NYLIM MacKay Muni Income Opportunities Fund |
|
Open-End Funds |
|
|
NYLI Balanced Fund |
NYLIM Balanced Fund |
|
NYLI Candriam Emerging Markets Debt Fund |
NYLIM Candriam Emerging Markets Debt Fund |
|
NYLI Candriam Emerging Markets Equity Fund |
NYLIM Candriam Emerging Markets Equity Fund |
|
NYLI CBRE Global Infrastructure Fund |
NYLIM CBRE Global Infrastructure Fund |
|
NYLI CBRE Real Estate Fund |
NYLIM CBRE Real Estate Fund |
|
NYLI Conservative ETF Allocation Fund |
NYLIM Conservative ETF Allocation Fund |
|
NYLI Conservative Allocation Fund |
NYLIM Conservative Allocation Fund |
|
NYLI Cushing® MLP Premier Fund |
NYLIM Cushing® MLP Premier Fund |
|
NYLI Epoch Capital Growth Fund |
NYLIM Epoch Capital Growth Fund |
|
NYLI Epoch Global Equity Yield Fund |
NYLIM Epoch Global Equity Yield Fund |
|
NYLI Epoch International Choice Fund |
NYLIM Epoch International Choice Fund |
|
NYLI Epoch U.S. Equity Yield Fund |
NYLIM Epoch U.S. Equity Yield Fund |
|
NYLI Equity Allocation Fund |
NYLIM Equity Allocation Fund |
|
NYLI Equity ETF Allocation Fund |
NYLIM Equity ETF Allocation Fund |
|
NYLI Fiera SMID Growth Fund |
NYLIM Fiera SMID Growth Fund |
|
NYLI Floating Rate Fund |
NYLIM Floating Rate Fund |
|
NYLI Growth Allocation Fund |
NYLIM Growth Allocation Fund |
|
NYLI Growth ETF Allocation Fund |
NYLIM Growth ETF Allocation Fund |
|
NYLI Income Builder Fund |
NYLIM Income Builder Fund |
|
NYLI MacKay Arizona Muni Fund |
NYLIM MacKay Arizona Muni Fund |
|
NYLI MacKay California Muni Fund |
NYLIM MacKay California Muni Fund |
|
NYLI MacKay Colorado Muni Fund |
NYLIM MacKay Colorado Muni Fund |
|
NYLI MacKay Convertible Fund |
NYLIM MacKay Convertible Fund |
|
NYLI MacKay High Yield Corporate Bond Fund |
NYLIM MacKay High Yield Corporate Bond Fund |
|
NYLI MacKay High Yield Muni Bond Fund |
NYLIM MacKay High Yield Muni Bond Fund |
|
NYLI MacKay New York Muni Fund |
NYLIM MacKay New York Muni Fund |
|
NYLI MacKay Oregon Muni Fund |
NYLIM MacKay Oregon Muni Fund |
|
NYLI MacKay Short Duration High Income Fund |
NYLIM MacKay Short Duration High Income Fund |
|
NYLI MacKay Short Term Muni Fund |
NYLIM MacKay Short Term Muni Fund |
|
NYLI MacKay Strategic Bond Fund |
NYLIM MacKay Strategic Bond Fund |
|
NYLI MacKay Strategic Muni Allocation Fund |
NYLIM MacKay Strategic Muni Allocation Fund |
|
NYLI MacKay Tax Free Bond Fund |
NYLIM MacKay Tax Free Bond Fund |
|
NYLI MacKay Total Return Bond Fund |
NYLIM MacKay Total Return Bond Fund |
|
NYLI MacKay U.S. Infrastructure Bond Fund |
NYLIM MacKay U.S. Infrastructure Bond Fund |
|
NYLI MacKay Utah Muni Fund |
NYLIM MacKay Utah Muni Fund |
|
NYLI Moderate Allocation Fund |
NYLIM Moderate Allocation Fund |
|
NYLI Moderate ETF Allocation Fund |
NYLIM Moderate ETF Allocation Fund |
|
NYLI Money Market Fund |
NYLIM Money Market Fund |
|
NYLI PineStone Global Equity Fund |
NYLIM PineStone Global Equity Fund |
|
NYLI PineStone International Equity Fund |
NYLIM PineStone International Equity Fund |
|
NYLI PineStone U.S. Equity Fund |
NYLIM PineStone U.S. Equity Fund |
|
NYLI S&P 500 Index Fund |
NYLIM S&P 500 Index Fund |
|
NYLI Short Term Bond Fund |
NYLIM Short Term Bond Fund |
|
NYLI U.S. Government Liquidity Fund |
NYLIM U.S. Government Liquidity Fund |
|
NYLI Winslow Large Cap Growth Fund |
NYLIM Winslow Large Cap Growth Fund |
|
NYLI WMC Enduring Capital Fund |
NYLIM WMC Enduring Capital Fund |
|
NYLI WMC Growth Fund |
NYLIM WMC Growth Fund |
|
NYLI WMC International Research Equity Fund |
NYLIM WMC International Research Equity Fund |
|
NYLI WMC Small Companies Fund |
NYLIM WMC Small Companies Fund |
|
NYLI WMC Value Fund |
NYLIM WMC Value Fund |
|
|
|
|
ETFs |
|
|
CURRENT ETF NAME |
NEW ETF NAME |
|
NYLI Candriam International Equity ETF |
NYLIM Candriam International Equity ETF |
|
NYLI Candriam U.S. Large Cap Equity ETF |
NYLIM Candriam U.S. Large Cap Equity ETF |
|
NYLI Candriam U.S. Mid Cap Equity ETF |
NYLIM Candriam U.S. Mid Cap Equity ETF |
|
NYLI CBRE Real Assets ETF |
NYLIM CBRE Real Assets ETF |
|
NYLI FTSE International Equity Currency Neutral ETF |
NYLIM FTSE International Equity Currency Neutral ETF |
|
NYLI Global Equity R&D Leaders ETF |
NYLIM Global Equity R&D Leaders ETF |
|
NYLI Hedge Multi-Strategy Tracker ETF |
NYLIM Hedge Multi-Strategy Tracker ETF |
|
NYLI MacKay California Muni Intermediate ETF |
NYLIM MacKay California Muni Intermediate ETF |
|
NYLI MacKay Core Plus Bond ETF |
NYLIM MacKay Core Plus Bond ETF |
|
NYLI MacKay High Income ETF |
NYLIM MacKay High Income ETF |
|
NYLI MacKay Muni Allocation ETF |
NYLIM MacKay Muni Allocation ETF |
|
NYLI MacKay Muni Insured ETF |
NYLIM MacKay Muni Insured ETF |
|
NYLI MacKay Muni Intermediate ETF |
NYLIM MacKay Muni Intermediate ETF |
|
NYLI MacKay Muni Short Duration ETF |
NYLIM MacKay Muni Short Duration ETF |
|
NYLI MacKay Securitized Income ETF |
NYLIM MacKay Securitized Income ETF |
|
NYLI Merger Arbitrage ETF |
NYLIM Merger Arbitrage ETF |
|
NYLI U.S. Large Cap R&D Leaders ETF |
NYLIM U.S. Large Cap R&D Leaders ETF |
|
NYLI Winslow Focused Large Cap Growth ETF |
NYLIM Winslow Focused Large Cap Growth ETF |
|
NYLI Winslow Large Cap Growth ETF |
NYLIM Winslow Large Cap Growth ETF |
For more information on the funds and on New York Life Investment Management’s full suite of product offerings, as well as insights and commentary, please visit our website here.
About New York Life Investment Management
With approximately $807 billion* in assets under management as of March 31, 2026, New York Life Investment Management is a Pensions & Investments’ Top 30 Largest Money Manager** and one of the largest active asset managers globally, with leading positions across both public and private markets. Comprised of the affiliated global asset management businesses of New York Life Insurance Company, New York Life Investment Management is committed to achieving enduring financial outcomes and building long-term partnerships across market cycles and generations. Our specialized, independent investment teams bring disciplined active management and deep expertise to help clients navigate the next era of investing.
“New York Life Investment Management” is the brand name and service mark used to represent a group of affiliated investment advisers of New York Life Insurance Company, including New York Life Investment Management LLC, a registered investment adviser.
*Assets under management (AUM) includes assets of the investment advisers that make up “New York Life Investment Management” as of March 31, 2026. AUM includes certain assets, such as non-discretionary AUM, external fund selection, and overlay services, including ESG screening services, advisory consulting services, white labeling services, and model portfolio delivery services, that are not necessarily considered Regulatory Assets Under Management according to the SEC’s Form ADV. AUM is reported in USD. AUM not denominated in USD is converted at the spot rate as of March 31, 2026. The total AUM figure of “New York Life Investment Management” 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.
**New York Life Investment Management ranked 28th largest institutional investment manager in Pensions & Investments’ Largest Money Managers 2025 published June 2025, based on worldwide institutional AUM as of Dec. 31, 2024. No direct or indirect compensation was paid for the creation and distribution of this ranking.
Investment products are not guaranteed, are not obligations of, or backed by, New York Life Insurance Company. References to the financial strength or credit ratings of New York Life Insurance Company apply solely to its insurance and annuity products.
New York Life Insurance Company (“New York Life”) or its affiliates may invest in certain strategies or vehicles managed by its affiliated investment advisers. Such investments do not occur in all strategies or products, and the amount, timing, and terms of any New York Life investment may differ from those applicable to clients. The existence of such investments does not imply identical investment terms, allocation priority, risk exposure, or investment outcomes. New York Life does not guarantee the performance of any strategy or client investment. All investments involve risk, including the possible loss of principal.
Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the investment company. This and other important information are contained in the prospectus and, if available, the summary prospectus, which may be obtained by visiting https://dfinview.com/NYLIM or by contacting your financial professional. Investors should read the prospectus and, if available, the summary prospectus carefully before investing.
Securities distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, Member FINRA/SIPC.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260501434367/en/
Media gallery
