CE Credit Approved for CIMA®
Join us to hear from New York Life Investments and their partner, Wilshire, as they discuss growth opportunities with their multi-step approach to multi-asset income. As the Baby Boomer generation heads into retirement, the need for income and yield will be in high demand. The traditional income-producing assets no longer provide sufficient yields leaving an opportunity for non-traditional income solutions to continue to grow and make a significant impact.
Learn how New York Life’s Pathway Income Portfolios can help address retirement income needs with their targeted fixed income and equity exposure that are tailored specifically to the investor’s risk-return profile.
Our discussion will identify:
- The key advantages of an active, multi-asset income approach.
- How macroeconomic outlooks can help position client portfolios for success.
- Why diversified and differentiated sources of yield are helping clients reduce risk and downside participation.
- How actively managed portfolios provide flexibility to improve outcomes with risk management, regular monitoring and rebalancing.
New York Life Investments will give their unique perspective around a multi-asset income approach, retirement income needs and existing challenges.