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August 29, 2015 2:45 AM ET

Capital Markets

Company Overview of MainStay Investments

Company Overview

MainStay Investments is a privately owned investment manager. It provides its services to Institutional and retail investors. The firm manages separate client-focused equity and fixed income portfolios. It also manages mutual funds for its clients. The firm operates as a subsidiary of New York Life Insurance Company. MainStay Investments is based in Parsippany, New Jersey.

169 Lackawanna Avenue

Parsippany, NJ 07054

United States

Key Executives for MainStay Investments

Age: 56
Managing Director and Head of Marketing and Product Management
Director of Retirement Platform
Managing Director and Head of Distribution
Age: 46
Managing Director
Compensation as of Fiscal Year 2015.

MainStay Investments Key Developments

IndexIQ Launches IQ 50 Percent Hedged FTSE International ETF, IQ 50 Percent Hedged FTSE Europe ETF, and IQ 50 Percent Hedged FTSE Japan ETF

IndexIQ announced that in partnership with MainStay Investments announced the launch of three ETFs: IQ 50 Percent Hedged FTSE International ETF, IQ 50 Percent Hedged FTSE Europe ETF, and IQ 50 Percent Hedged FTSE Japan ETF. Until now, most investors have had two choices in getting exposure to international equity ETFs: 100% currency hedged or completely unhedged. By definition, use of fully hedged or unhedged exposure requires that investors make an implicit call on the future direction of the U.S. dollar against foreign currencies. IndexIQ’s new ETFs take a neutral approach, with a 50% currency hedge. The three new ETFs track indexes from FTSE, a global leader in indexing: HFXI seeks to track the performance of the FTSE Developed ex North America 50% Hedged to USD Index, which is made up primarily of large- and mid-cap companies in Europe, Australasia and the Far East; HFXE seeks to track the performance of the FTSE Developed Europe 50% Hedged to USD Index, which is made up of equities from 17 developed European countries; and HFXJ seeks to track the performance of the FTSE Japan 50% Hedged to USD Index, which is made up of Japanese equities. There is no assurance these objectives will be met. In each case, approximately half of the respective index exposure is hedged against the U.S. dollar on a monthly basis.

MainStay Investments Appoints Charles Reinhard as Managing Director, Leading Portfolio Strategy

MainStay Investments announced Charles Reinhard has been appointed Managing Director, leading Portfolio Strategy. This newly created position will enhance and expand the approaches to multi-solution investment portfolio construction and advisor and investor education efforts offered across the MainStay Funds, IndexIQ ETFs and initiatives at MainStay partner firms. Based in New York City, Mr. Reinhard will report to Richard T. Miller, CFA, Managing Director and Head of Marketing and Product Management at MainStay Investments. Mr. Reinhard joins MainStay Investments with over 28 years of investment industry experience in various senior positions, including Managing Director and Deputy Chief Investment Officer in the Global Wealth Management Division at Morgan Stanley, where his responsibilities included global investment strategy and the strategic and tactical asset allocation models used in the advisory and he also sat on the committee advising firm-managed client strategies. Before joining the MainStay team, Mr. Reinhard was Senior Consultant of New Products & Investment Strategy at Direxion Investments where he had responsibility for creation of new investment products and investment thought leadership. Prior to joining Morgan Stanley, Mr. Reinhard was Director of Portfolio Strategy & Associate Director of Research, Senior Vice President at Neuberger Berman. He has also held leadership positions at other major investment management firms.

MainStay Investments Announces Board Appointments

MainStay Investments announced that Dana Hartwell and Douglas Dhom have joined the firm’s Institutional Intermediary Business as senior regional vice presidents in the Defined Contribution Investment Only (DCIO) practice. Mr. Hartwell joins the company from Hartford Funds, where he was head of National Accounts focused on defined contribution investments. Mr. Dhom joins the company from a 26 year career at Invesco, where he was most recently vice president, Institutional Business Development. Mr. Hartwell and Mr. Dhom will join the company’s Tom Smythe as business leaders on the DCIO sales team. Mr. Smythe will continue to be based in Denver, CO and will be focused on covering the Western region of the U.S. Jeff Budd, director, the company, will lead the client consulting team, focused on providing superior client servicing and management, insight and consulting, with an overall responsibility to add value across the depth and breadth of the company’s client engagements in the DCIO space.

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