Focus Funds
What state is Fiera's Equity desk located?
Ohio
What is the largest ETF by AUM in the world?
SPY
What ratio measures risk-adjusted returns?
Sharpe Ratio
By prospectus, what is the minimum amount of IG in the MacKay Muni Income Opps Interval Fund?
50%
What is MacKay Muni's current allocation for the moderate investor?
70 IG / 30 HY
Who is the Senior PM/Fund Manager of the SMID Growth Fund?
Sunil Reddy
What is OUR largest ETF by AUM?
MMIT
The difference between a portfolio's holdings and its benchmark index is a measure of what?
Active share
What is the max leverage in the new MacKay Muni Income Opps Interval Fund?
33.33%
What did the MAS Team recently rebrand as?
Global Market Strategy
Name the I-share tickers for PineStone Intl Equity and PineStone US Equity
FCIUX and FCUIX
20 bps
What is the S&P500 up YTD?
15%
What tax form is used for distributions of an interval fund?
1099
Who is the CEO of NYLIM?
Naïm Abou-Jaoudé
Within 10bps, what is the current distribution yield on MDHIX?
6.11
What's the cost of MMIT & MMIN?
31bps
Which Morningstar category has garnered the most inflows YTD?
Large Blend
What defines an accredited investor?
$1M investible assets (not primary residence) or $200/300K yearly income
What is the current Fed Funds Rate?
5.25-5.50
Name both of the Client PMs for PineStone
Sam Weiss and Tom Clancy
How many countries are represented in HFXI?
14
What describes how the DURATION of a bond changes in response to changes in interest rates?
Convexity
How often can you BUY and SELL the muni interval fund?
Daily subscriptions, quarterly withdrawals
How many AFFILIATED boutiques are under NYLIM?
8