Luke A. Smith

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.