We are a prominent full-service asset manager with $341 billion of AUM and $51
billion of AUA as of June 30, 2024. 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.
3Q’24 Investment Management Adjusted Operating Earnings before Income Taxes,
TTM of $202mm1,2
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Note: Pre-tax. Excludes Adjusted Operating Earnings attributable to
Corporate. 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.
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Excludes Notable items, excess alts/prepays and AllianzGI non controlling
interest
Performance dashboard:
Distribution:
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Institutional: Through a dedicated sales and service platform consisting
of direct-and consultant-focused sales professionals.
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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.
Reliable Long-Term Investment Performance Critical to Future Success
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Voya Investment Management calculations as of September 30, 2024. Metrics are inclusive of all discretionary, actively-managed, individual and pooled investment mandates managed to total return within our external client book-of-business. The results are based on pre-determined criteria to measure each individual investment product based on its ability to either A) rank above the median of its peer category; or B) outperform its benchmark index on a gross-of-fees basis. Peer rankings for open-ended mutual funds are sourced from Morningstar and based on the net-of-fee return of each individual share class, while those of institutional track records are from eVestment and based on gross of fee returns for the composite. Certain funds and products were excluded from the above analysis due to limited benchmark or peer group data. Further detailed information regarding these calculations is available upon request. Past performance is not a guarantee or reliable indicator of future results. All investments involve risk including the possible loss of capital. No person should make a decision to invest in a Voya product based on these metrics.
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Language updated from original for greater clarity.