Investments

Help your clients achieve their goals with our investment strategies


With our in-house asset management capabilities, Equitable Investment Management (EIM)1 helps you support your clients and build your business by utilizing our wide range of investment strategies and experience. 

Learn how we can support
your business

Financial professionals:

(855) 379-9186

Personal investors speak to your financial professional or call
(888) 310-0416

Investment management backed by a financial powerhouse

For over two decades, EIM has offered investors innovative investment strategies and leadership through a lineup of variable insurance underlying portfolios, retail mutual funds and model portfolio strategies.2

$116.5 billion in assets under management 3
60+ investment professionals with an average of 17 years of experience
40+ sub-advisory partners

2 The Equitable Managed Portfolio Strategies are available exclusively through LPL's Model Wealth Portfolios platform.
3 Equitable Investment Management. Firmwide assets under management (AUM) includes assets managed by Equitable Investment Management, LLC and its investment advisory affiliate, Equitable Investment Management Group, LLC. Equitable Investment Management Group, LLC's AUM (excluding insurance underlying funds-of funds) is $115.2 bil., as of 12/31/2023. Equitable Investment Management, LLC's AUM is $1.3 bil., as of 12/31/2023. Equitable Investment Management, LLC and Equitable Investment Management Group, LLC currently share the same infrastructure and officers and directors.
Subject to change at any time.

Equitable Investment Management Investment services and insight: screening, evaluation, selecting, monitoring, continuing assessment

A quick look at the Equitable Investment Management process

Our in-depth investment process involves extensive data screening, rigorous analysis, thorough evaluations and ongoing monitoring of strategies and results. We do the work so you can spend more time focused on your clients.

Investment strategies to fit an investor’s needs

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Passive investment strategies seek to track the portfolio composition and returns of a market index, minus transaction costs and fees.
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Active investment strategies seek to exceed broad market benchmarks over time.
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Multi strategy funds include both passive and active styles
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Asset allocation strategies rely on professional portfolio management to diversify and rebalance the funds periodically.
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Volatility management strategies aim to smooth out big market swings. During times of volatility, they may decrease exposure to a volatile asset class or buy securities that are less vulnerable to market downdrafts.

Grow your business with our innovative offerings

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1290 Funds®

1290 Funds® is a family of retail mutual funds structured to uncover opportunities where active portfolio management can add the most value. With your support, clients can choose from a variety of strategies and funds that best suit their goals.

Learn more about 1290 Funds®

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Variable Insurance Portfolios

Providing the investment services behind a comprehensive range of equity, bond, international, asset allocation and volatility-managed portfolios for variable life insurance and annuity product.

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Managed Portfolio Strategies

With model strategies in diverse structures and risk profiles, you can deliver a one-stop investment strategy for your clients. Based on risk tolerance, clients can choose from 12 Managed Portfolio Strategies.

**Currently available to Equitable Advisors financial professionals only.

Learn how we can support your business

Financial professionals:

(855) 379-9186

Personal investors speak to your financial professional or call (888) 310-0416

Please consider the charges, risks, expenses and investment objectives carefully before purchasing a variable annuity, variable life insurance product, a mutual fund or a model portfolio strategy. For an EQ Advisors Trust, or 1290 Funds® prospectus containing this and other information, please contact a financial professional or visit equitable-funds.com or 1290funds.com. Read it carefully before you invest or send money.

The investment strategies discussed here include mutual funds, variable annuity, variable life insurance products and model portfolios, which entail certain risks. This website does not make an offer or solicitation to buy or sell any securities or services. Equitable Investment Management does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant or other advisor before making an investment.

The investment strategies are subject to the volatility of the financial markets, including that of the underlying investment options’ asset class (with respect to certain strategies that employ an asset allocation model). Diversification may not protect against market risk, loss of principal or volatility of returns. An investment may be risky and may not be suitable for an investors’ goals, objectives and risk tolerance. Investment returns and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Mutual funds are subject to the risk that the securities markets will move down, sometimes rapidly and unpredictably, based on overall economic conditions and other factors, which may negatively affect the fund’s performance. Equity securities held in a mutual fund involve the risk that the value of the securities may fluctuate, sometimes widely fluctuate, in response to changes in a company’s financial condition as well as general market, economic and political conditions and other factors. Investing in foreign securities involves specific additional risks, including but not limited to currency risk, political risk, and risk associated with varying accounting standards; investing in emerging markets may accentuate these risks. A mutual fund’s fixed-income investments are subject to fluctuations in price due to issuer and credit quality, rising interest rates and inflation.

1290 Funds® is distributed by ALPS Distributors, Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Equitable Investment Management, Equitable Financial, Equitable Distributors or Equitable Advisors.

Equitable Financial Life Insurance Company, NY, NY (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) an AZ stock company, are issuers of annuity and life insurance products.

The retirement investments strategies discussed in this document are available through certain variable life insurance and variable annuity products issued by Equitable Financial and Equitable America. These products have restrictions and limitations. For costs and complete details, call your financial professional.

Model portfolio strategies are made available to clients of financial intermediaries, including Equitable Advisors, through LPL Financial’s Model Wealth Portfolio (MWP) program on a non-discretionary basis by Equitable Investment Management.

Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN). The obligations of Equitable Financial and Equitable America are backed solely by their claims paying ability.

1Equitable Investment Management Group, LLC (EIMG) is a wholly-owned subsidiary of Equitable Financial, which is an indirect, wholly-owned subsidiary of Equitable Holdings, Inc. EIMG is the investment advisor to certain variable investment options, or portfolios, underlying life insurance and annuity products offered by Equitable.

Equitable Investment Management, LLC (EIM II) is an indirect, wholly-owned subsidiary of Equitable Holdings, Inc. EIM II is the investment adviser to the 1290 Funds® and also provides fund administration services to the Portfolios. EIMG and EIM II are also affiliates of Equitable Advisors and AllianceBernstein L.P ("AB").

GE-5968426.1 (10/2023) (Exp. 10/2025)