Premier franchise with leading market positions

  • Employs approximately 7,000 people serving approximately 13 million customers through 225,000 points of distribution
  • Approximately $466 billion in total AUM and AUA (as of June 30, 2016)
  • A top-five retirement planprovider based on number of plans and participants1
  • A prominent, full-service asset manager with 92% and 94% of fixed income assets outperforming benchmark performance and 58% and 73% of equity assets outperforming benchmark returns on a 3-year and 5-year basis, respectively2
  • A top-tier independent broker-dealer network in the U.S.3
  • A top-tier provider of life insurance4
  • A top-five medical stop loss coverage provider in the U.S.5
  • Vision to be America’s Retirement Company™

Significant ROE improvement plan

  • New ROE target – 13.5-14.5% Ongoing Business ROE by 2018
  • Improvement already occurring – Ongoing Business ROE increased by 380 bps from 8.3% in 2012 to 12.2% in 2015
  • Potential for further significant ROE improvement, free cash flow generation, and earnings growth  

Solid foundation

  • Strong risk-based capital ratio and statutory capital position
  • Significantly de-risked investment portfolio and legacy businesses
  • Meaningful holding company liquidity
  • Reduced debt-to-capital ratio

Uniquely positioned for long-term growth

  • Compelling mix of businesses and proven capabilities in Retirement, Investments, and Insurance to serve growing retirement needs 
  • Significant pool of assets
    • $24.7 trillion in U.S. investable assets6
    • 9.9% of household financial assets in 401(k) and other DC retirement plans
  • Drivers of increased retirement needs
    • Aging U.S. demographics
    • Fraying of social safety nets
    • Rising healthcare costs
  • Focus on solving the most daunting financial challenge facing Americans today – Retirement Readiness
  • Grounded in a clear mission to make a secure financial future possible – one person, one family, one institution at a time

Experienced management team

  • Eight out of the nine senior executives joined after the financial crisis
  • Shift in focus from top line to value creation
  • New metrics focused on: risk adjusted returns, distributable earnings, and sales at or above target IRRs
  • Track record of execution

Source:

  1. Pensions & Investments Defined Contribution Record Keepers Survey, April 2016
  2. IM Performance Measurement as of 2Q'16
  3. InvestmentNews BD Data Center
  4. LIMRA 1Q'16 Final Premium Reporting
  5. MyHealthGuide rankings as of April 16, 2016; does not include most managed healthcare providers
  6. Investment Company Institute 2015 Company Fact Book, Data as of December 2014

This web page contains forward-looking statements. Forward-looking statements include statements relating to future developments in our business or expectations for our future financial performance, including statements relating to (i) our detailed execution plan focused on margin, growth and capital, (ii) improvement in our Ongoing Business ROE, (iii) demographic and societal changes, and (iv) any statement not involving a historical fact. Forward-looking statements use words such as “believe,” “estimate,” “expect,” “intend,” “plan,” and other words and terms of similar meaning in connection with a discussion of future operating or financial performance. Actual results, performance or events may differ materially from those projected in any forward-looking statement due to, among other things, (i) general economic conditions, particularly economic conditions in our core markets, (ii) performance of financial markets, including emerging markets, (iii) the frequency and severity of insured loss events, (iv) mortality and morbidity levels, (v) persistency and lapse levels, (vi) interest rates, (vii) currency exchange rates, (viii) general competitive factors, (ix) changes in laws and regulations and (x) changes in the policies of governments and/or regulatory authorities. Factors that may cause actual results to differ from those in any forward-looking statement include those described in the Company’s most recent Form 10-K and Form 10-Qs filed with the SEC and contained on this site.

More About Voya

Contact Investor Relations

Darin Arita
Senior Vice President, Investor Relations
Contact Us

Powered By Q4 Inc. 4.4.0.12 | © 2017 Voya Services Company. All rights reserved.