Voya Financial, Inc. · NYSE:VOYA
Voya Financial — Investor Presentation (May 2022)
83 slides from Voya Financial's investor presentation, May 2022
Slide 1: Notice
Notice Read and delete this page before presenting. This presentation may only be used on a one-on-one use basis with financial professionals or qualified institutional investors. It is not intended for wider distribution, or posting on any website other than internal sites. It is not approved for u
Slide 2: GIPS Presentation
GIPS Presentation Quarter Ending December 31, 2021 Client Name Presented by Name, Title Date 2078696 For one-on-one use only. Not for inspection by, distribution or quotation to, the general public. 2
Slide 3: Table of Contents
Table of Contents Equity Fixed Income Senior Loan Multi-Asset SMA For one-on-one use only. Not for inspection by, distribution or quotation to, the general public. 3
Slide 4: Equity
Equity For one-on-one use only. Not for inspection by, distribution or quotation to, the general public. 4
Slide 5: Asia Pacific High Div Equity Income Composite
Schedule of Composite Performance Voya Asia Pacific High Div Equity Income Composite MSCI AC Asia Gross Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Pacific ex Japan - Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite
Slide 6: Corporate Leaders Composite
Schedule of Composite Performance Voya Corporate Leaders® 100 Composite Gross Net S&P 500 Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) DCE_C
Slide 7: Emerging Markets High Dividend Equity Composite
Schedule of Composite Performance Voya Emerging Markets High Dividend Equity Composite Gross Net MSCI Emerging Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) Markets - Net (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composi
Slide 8: Global High Dividend Low Volatility Composite
Schedule of Composite Performance Voya Global High Dividend Low Volatility Composite Gross Net MSCI World Value Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) - Net Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Compos
Slide 9: International High Dividend Low Volatility Composite
Schedule of Composite Performance Voya International High Dividend Low Volatility Composite Gross Net MSCI EAFE Value - Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) Net Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios
Slide 10: U.S. High Dividend Low Volatility Composite
Schedule of Composite Performance Voya U.S. High Dividend Low Volatility Composite Gross Net Russell 1000 Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) Value Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($
Slide 11: Large Cap Growth vs. Russell 1000 Growth Composite
Schedule of Composite Performance Voya Large Cap Growth vs. Russell 1000 Growth Composite Russell 1000 Gross Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Growth Returns Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composit
Slide 12: Large Cap Core Growth Composite
Schedule of Composite Performance Voya Large Cap Core Growth Composite Gross Net S&P 500 Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) LGSP5_
Slide 13: Large Cap Value vs. Russell 1000 Value Composite
Schedule of Composite Performance Voya Large Cap Value vs. Russell 1000 Value Composite Gross Net Russell 1000 Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) Value Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composi
Slide 14: Large Cap Core Value Composite
Schedule of Composite Performance Voya Large Cap Core Value Composite Gross Net S&P 500 Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) RAGI_CO
Slide 15: Mid Cap Growth Composite
Schedule of Composite Performance Voya Mid Cap Growth Composite Russell Midcap Gross Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Growth Returns Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) MCG
Slide 16: Research Enhanced Index Large Cap Composite
Schedule of Composite Performance Voya Research Enhanced Index Large Cap Composite Gross Returns Net S&P 500 Returns Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets
Slide 17: Small Cap Core Composite
Schedule of Composite Performance Voya Small Cap Core Composite Gross Returns Net Russell 2000 Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) SC_COMP
Slide 18: Small Cap Growth Composite
Schedule of Composite Performance Voya Small Cap Growth Composite Russell 2000 Gross Returns Net Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Growth Returns (%) Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) VSC
Slide 19: U.S. Opportunistic Alpha Composite
Schedule of Composite Performance Voya U.S. Opportunistic Alpha Composite Gross Net S&P 500 Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Returns (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) USO
Slide 20: Fixed Income
Fixed Income For one-on-one use only. Not for inspection by, distribution or quotation to, the general public. 20
Slide 21: Core Fixed Income Composite
Schedule of Composite Performance Voya Core Fixed Income Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggregate (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) CFI_C
Slide 22: Core Plus Fixed Income Composite
Schedule of Composite Performance Voya Core Plus Fixed Income Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggregate (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm)
Slide 23: Global Bond Composite
Schedule of Composite Performance Voya Global Bond Composite Bloomberg Global Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggregate Returns (%) Returns (%) (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($m
Slide 24: Investment Grade Credit Composite
Schedule of Composite Performance Voya Investment Grade Credit Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Corporate (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm)
Slide 25: Short Duration High Quality Composite
Schedule of Composite Performance Voya Short Duration High Quality Composite Bloomberg U.S. Gross Returns Net Government/ Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Credit 1-3 Year 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Compos
Slide 26: Short Duration Composite
Schedule of Composite Performance Voya Short Duration Composite Bloomberg U.S. Gross Returns Net Government/ Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Credit 1-3 Year 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Ass
Slide 27: Short Duration High Quality Constrained Composite
Schedule of Composite Performance Voya Short Duration High Quality Constrained Composite Bloomberg U.S. Gross Returns Net Government/ Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Credit 1-3 Year 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portf
Slide 28: Core Plus Stable Value Composite
Schedule of Composite Performance Voya Core Plus Stable Value Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggregate (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm)
Slide 29: Core Intermediate Fixed Income Composite
Schedule of Composite Performance Voya Core Intermediate Fixed Income Composite Bloomberg U.S. Gross Returns Net Intermediate Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Aggregate Returns 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios
Slide 30: Core Plus Intermediate Aggregate Composite
Schedule of Composite Performance Voya Core Plus Intermediate Aggregate Composite Bloomberg U.S. Gross Returns Net Intermediate Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Aggregate Returns 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolio
Slide 31: Core Short Duration 1-5 Composite
Schedule of Composite Performance Voya Core Short Duration 1-5 Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Government 1-5 Year (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Compos
Slide 32: Agency MBS - 3.5 Years Composite
Schedule of Composite Performance Voya Agency MBS - 3.5 Years Composite Custom Benchmark Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (3.5 Year Duration) (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Compo
Slide 33: Intermediate Government/Credit Quality Constrained Composite
Schedule of Composite Performance Voya Intermediate Government/Credit Quality Constrained Composite Bloomberg U.S. Gross Returns Net Interm. Gov/ Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Credit A or Higher 3-Yr St Dev (%) 3-Yr St Dev (%) Re
Slide 34: Core Quality Constrained Composite
Schedule of Composite Performance Voya Core Quality Constrained Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggregate A or (%) Returns (%) Higher Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Com
Slide 35: Unconstrained Fixed Income Composite
Schedule of Composite Performance Voya Unconstrained Fixed Income Composite ICE BofA USD 3M Gross Returns Net Deposit Offered Rate Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Constant Maturity 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfo
Slide 36: Limited Duration Income Composite
Schedule of Composite Performance Voya Limited Duration Income Composite ICE BofA USD 3M Gross Returns Deposit Offered Rate Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Net Returns (%) (%) Constant Maturity 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolio
Slide 37: Long Duration Credit Composite
Schedule of Composite Performance Voya Long Duration Credit Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Long Credit (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm)
Slide 38: Long Duration Government/Credit Composite
Schedule of Composite Performance Voya Long Duration Government/Credit Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Long Government/ (%) Returns (%) Credit Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portf
Slide 39: Enhanced Long Duration Government Credit Composite
Schedule of Composite Performance Voya Enhanced Long Duration Government Credit Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Long Government/ (%) Returns (%) Credit Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns
Slide 40: Securitized Credit ABS Composite
Schedule of Composite Performance Voya Securitized Credit ABS Composite Bloomberg U.S. Gross Returns Net Asset-Backed Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Securities Index 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite
Slide 41: Securitized Credit Non-Agency RMBS Composite
Schedule of Composite Performance Voya Securitized Credit Non-Agency RMBS Composite Bloomberg U.S. Gross Returns Net Mortgage-Backed Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Securities Index 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portf
Slide 42: Securitized Credit CMBS Composite
Schedule of Composite Performance Voya Securitized Credit CMBS Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year CMBS Investment (%) Returns (%) Grade Index (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Compos
Slide 43: Opportunistic Securitized Credit Composite
Schedule of Composite Performance Voya Opportunistic Securitized Credit Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Securitized (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) A
Slide 44: Investment Grade Securitized Credit Composite
Schedule of Composite Performance Voya Investment Grade Securitized Credit Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Securitized (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm
Slide 45: Multi-Sector Enhanced Intermediate Composite
Schedule of Composite Performance Voya Multi-Sector Enhanced Intermediate Composite Bloomberg U.S. Gross Returns Net Intermediate Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Aggregate Returns 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfol
Slide 46: Mortgage Backed Securities Composite
Schedule of Composite Performance Voya Mortgage Backed Securities Composite Custom Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Benchmark (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) GNMN
Slide 47: High Yield Composite
Schedule of Composite Performance Voya High Yield Composite Bloomberg U.S. Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year High Yield 2% Issuer (%) Returns (%) Cap Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm
Slide 48: Emerging Markets Corporate Debt Fund Composite
Schedule of Composite Performance Voya Emerging Markets Corporate Debt Fund Composite JPM Corporate EMBI Gross Returns Net Diversified Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Composite Returns 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Po
Slide 49: Emerging Markets Hard Currency Composite
Schedule of Composite Performance Voya Emerging Markets Hard Currency Composite JPM EMBI Global Gross Returns Net Diversified Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) Composite Returns 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios
Slide 50: Emerging Markets Local Currency Composite
Schedule of Composite Performance Voya Emerging Markets Local Currency Composite JPM GBI-EM Global Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Diversified Composite (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Compo
Slide 51: Senior Loan
Senior Loan For one-on-one use only. Not for inspection by, distribution or quotation to, the general public. 51
Slide 52: Senior Loan Leveraged Composite
Schedule of Composite Performance Voya Senior Loan Leveraged Composite S&P LSTA Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Leveraged Loan (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) SD
Slide 53: Senior Loan Unleveraged Composite
Schedule of Composite Performance Voya Senior Loan Unleveraged Composite S&P LSTA Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Leveraged Loan (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm)
Slide 54: Senior Loan EUR Unleveraged Composite
Schedule of Composite Performance Voya Senior Loan EUR Unleveraged Composite S&P/LSTA Total Firm Gross Returns Net Leveraged Loan Composite Benchmark Dispersion of Portfolio Number of Assets in this Year Assets (%) Returns (%) Hedged to Euro 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Com
Slide 55: Senior Loans Select Composite
Schedule of Composite Performance Voya Senior Loans Select Composite S&P/LSTA B/BB Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Blended Index Hedged (%) Returns (%) to Euro Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Co
Slide 56: European Senior Loans Composite
Schedule of Composite Performance Voya European Senior Loans Composite S&P European All Total Firm Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Year Loans Index Assets (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite (€mm) SCV
Slide 57: Multi-Asset
Multi-Asset For one-on-one use only. Not for inspection by, distribution or quotation to, the general public. 57
Slide 58: Global Multi-Asset Composite
Schedule of Composite Performance Voya Global Multi-Asset Composite S&P Target Risk Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Growth Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm
Slide 59: Volatility Composite
Schedule of Composite Performance Voya Volatility Composite The ICE BofA U.S. Gross Returns Net Dollar One-Month Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) LIBOR Constant 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm)
Slide 60: Enhanced Risk Premia Composite
Schedule of Composite Performance Voya Enhanced Risk Premia Composite The ICE BofA U.S. Gross Returns Net Dollar One-Month Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year (%) Returns (%) LIBOR Constant 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Compos
Slide 61: GPMM Global Aggressive Growth ETF Composite
Schedule of Composite Performance GPMM Global Aggressive Growth ETF Composite SPTGAUT S&P Target Risk Gross Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggressive Index Returns (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfo
Slide 62: GPMM Global Moderate Growth ETF Composite
Schedule of Composite Performance GPMM Global Moderate Growth ETF Composite SPTGMUT S&P Target Risk Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Moderate Index (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios
Slide 63: GPMM Global Conservative Growth ETF Composite
Schedule of Composite Performance GPMM Global Conservative Growth ETF Composite SPTGCUT S&P Target Risk Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Conservative Index (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Po
Slide 64: GPMM Global Income ETF Composite
Schedule of Composite Performance GPMM Global Income ETF Composite LEHGA Barclays Global Gross Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggregate Index Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Asset
Slide 65: GPMM Global Aggressive Growth Composite
Schedule of Composite Performance GPMM Global Aggressive Growth Composite SPTGAUT S&P Target Risk Gross Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggressive Index Returns (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios
Slide 66: GPMM Global Moderate Growth Composite
Schedule of Composite Performance GPMM Global Moderate Growth Composite SPTGMUT S&P Target Risk Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Moderate Index (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Com
Slide 67: GPMM Global Conservative Growth Composite
Schedule of Composite Performance GPMM Global Conservative Growth Composite SPTGCUT S&P Target Risk Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Conservative Index (%) Returns (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfo
Slide 68: GPMM Global Income Composite
Schedule of Composite Performance GPMM Global Income Composite LEHGA Barclays Global Gross Returns Net Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Aggregate Index (%) Returns (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($
Slide 69: Global Perspectives Moderate Composite
Schedule of Composite Performance Voya Global Perspectives Moderate Composite CTR_GPMM10M Custom Gross Returns Composite Benchmark Dispersion of Portfolio Number of Assets in this Total Firm Year Benchmark (%) 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($mm) GPMOD_
Slide 70: SMA
SMA For one-on-one use only. Not for inspection by, distribution or quotation to, the general public. 70
Slide 71: Core Plus Fixed Income SMA Composite
Schedule of Composite Performance Voya Core Plus Fixed Income SMA Composite Bloomberg U.S. Dispersion of Percentage of Net "Pure" Gross Composite Benchmark Number of Assets in this Total Firm Assets Year Aggregate Portfolio Wrap-Fee Returns (%) Returns (%)* 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%
Slide 72: Core Fixed Income SMA Composite
Schedule of Composite Performance Voya Core Fixed Income SMA Composite The ICE BofA U.S. Dispersion of Percentage of Net "Pure" Gross Composite 3-Yr St Benchmark 3-Yr Number of Assets in this Total Firm Assets Year Broad Market Portfolio Wrap-Fee Returns (%) Returns (%)* Dev (%) St Dev (%) Returns (
Slide 73: Enhanced Yield Fixed Income SMA Composite
Schedule of Composite Performance Voya Enhanced Yield Fixed Income SMA Composite Custom Dispersion of Percentage of Net "Pure" Gross Composite 3-Yr St Benchmark 3-Yr Number of Assets in this Total Firm Assets Year Benchmark Portfolio Wrap-Fee Returns (%) Returns (%)* Dev (%) St Dev (%) Returns (%) P
Slide 74: High Yield SMA Composite
Schedule of Composite Performance Voya High Yield SMA Composite The ICE BofA US High Dispersion of Percentage of Net "Pure" Gross Yield Master II Composite 3-Yr Benchmark 3-Yr Number of Assets in this Total Firm Assets Year Portfolio Wrap-Fee Returns (%) Returns (%)* Constrained Returns St Dev (%) S
Slide 75: Intermediate Fixed Income SMA Composite
Schedule of Composite Performance Voya Intermediate Fixed Income SMA Composite Bloomberg U.S. Dispersion of Assets in this Percentage of Net "Pure" Gross Intermediate Composite 3-Yr St Benchmark 3-Yr Number of Total Firm Assets Year Portfolio Composite Wrap-Fee Returns (%) Returns (%)* Government/Cr
Slide 76: Large Cap Growth SMA Composite
Schedule of Composite Performance Voya Large Cap Growth SMA Composite Russell 1000 Dispersion of Percentage of Net "Pure" Gross Composite 3-Yr St Benchmark 3-Yr Number of Assets in this Total Firm Assets Year Growth Returns Portfolio Wrap-Fee Returns (%) Returns (%)* Dev (%) St Dev (%) Returns (%) P
Slide 77: Multi-Strategy Fixed Income SMA Composite
Schedule of Composite Performance Voya Multi-Strategy Fixed Income SMA Composite The ICE BofA U.S. Dispersion of Percentage of Net "Pure" Gross Composite Benchmark Number of Assets in this Total Firm Assets Year Corporate Government Portfolio Wrap-Fee Returns (%) Returns (%)* 1-10 Year Returns (%) 3
Slide 78: Strategic Income SMA Composite
Schedule of Composite Performance Voya Strategic Income SMA Composite Custom Dispersion of Percentage of Net "Pure" Gross Composite Benchmark Number of Assets in this Total Firm Assets Year Benchmark Portfolio Wrap-Fee Returns (%) Returns (%)* 3-Yr St Dev (%) 3-Yr St Dev (%) Returns (%) Portfolios C
Slide 79: Large Cap Core Value Composite (NET 3%)
Schedule of Composite Performance Voya Large Cap Core Value Composite (NET 3%) Percentage of Gross Net S&P 500 Returns Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Wrap-Fee Returns (%) Returns (%) (%) Dev (%) St Dev (%) Returns (%) Portfolios Comp
Slide 80: Large Cap Growth vs. Russell 1000 Growth Composite (NET 3%)
Schedule of Composite Performance Voya Large Cap Growth vs. Russell 1000 Growth Composite (NET 3%) Russell 1000 Percentage of Gross Net Returns Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Growth Returns Wrap-Fee Returns (%) (%) Dev (%) St Dev (%)
Slide 81: Corporate Leaders Composite (NET 3%)
Schedule of Composite Performance Voya Corporate Leaders® 100 Composite (NET 3%) Percentage of Gross Net Returns S&P 500 Returns Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Wrap-Fee Returns (%) (%) (%) Dev (%) St Dev (%) Returns (%) Portfolios Co
Slide 82: Large Cap Value vs. Russell 1000 Value Composite (NET 3%)
Schedule of Composite Performance Voya Large Cap Value vs. Russell 1000 Value Composite (NET 3%) Percentage of Gross Net Returns Russell 1000 Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Wrap-Fee Returns (%) (%) Value Returns (%) Dev (%) St Dev (%
Slide 83: Mid Cap Growth Composite (NET 3%)
Schedule of Composite Performance Voya Mid Cap Growth Composite (NET 3%) Russell MidCap Percentage of Gross Net Returns Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Growth Returns Wrap-Fee Returns (%) (%) Dev (%) St Dev (%) Returns (%) Portfolios