Investment Management

We are a prominent full-service asset manager with $217 billion of AUM and $50 billion of AUA as of September 30, 2019. We serve both individual and institutional customers, offering them domestic and international fixed income, equity, multi-asset and alternative investment products and solutions across a range of geographies, investment styles and capitalization spectrums. We are committed to investing responsibly and delivering research-driven, risk-adjusted, client-oriented investment strategies and solutions and advisory services. Our business manages third-party assets and separate and general account assets from our Ongoing Business and Closed Block businesses.

3Q’19 TTM Investment Management Normalized Adjusted Operating Earnings before Income Taxes of $169mn1

Pie Chart - Investment Management Pre-Tax Operating Earnings

Objective: Increase our operating margin by leveraging our strong investment performance to gather more assets and benefit from economies of scale.

Performance dashboard:

Bar Chart - Investment Management Pre-Tax Operating Earnings

1. Note: Pre-tax. Excludes Normalized Adjusted Operating Earnings attributable to Corporate, all unlocking of DAC/VOBA and, prepayment fees and alternative income above/(below) long term expectations. Normalized Adjusted Operating Earnings is a non-GAAP financial measure. Information regarding this non-GAAP financial measure, and a reconciliation to most comparable U.S. GAAP measure, is provided in the “Reconciliations” section of the Quarterly Investor Supplement.

Investment Management Pre-Tax Operating Margin

Note: 

1. The chart above includes investment capital.

Investment Management AUM

PRODUCTS:

DISTRIBUTION:

  • Institutional: Through a dedicated sales and service platform consisting of direct-and consultant-focused sales professionals.
  • Retail: Through intermediary-focused distribution platform, consisting of business development and wholesale forces which partner with: banks, broker-dealers, independent financial advisers, and affiliate and third-party retirement platforms.

INVESTMENT PERFORMANCE:

1 Voya Investment Management calculations as of September 30, 2019. Metrics presented are based on a prescribed criteria to measure each asset class based on its respective success in either, A) ranking above the median of its peer category; or B) outperforming its benchmark on a gross-of-fee basis. Metrics are calculated on an annualized basis and inclusive of fully-actively managed mutual funds, collective investment trusts, and separately-managed institutional mandates included in traditional (long-only) third-party accounts remaining open as of September 30, 2019. Above median metrics represent a mix of net-of-fee rankings from Morningstar and gross-of-fee rankings from eVestment. Past performance is not a guarantee or reliable indicator of future results. All investments involve risk including the possible loss of capital.

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Michael Katz
Senior Vice President, Head of Investor Relations and Enterprise FP&A
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