Voya Financial, Inc. · NYSE:VOYA
Voya Financial — Investor Presentation (December 2023)
146 slides from Voya Financial's investor presentation, Dec 31, 2023
Slide 1: GIPS Presentation
GIPS Presentation Quarter Ending December 31, 2023 Client Name Presented by Name, Title Date IM2901736 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public.
Slide 2: Table of Contents
Table of Contents 01. Equity 02. Fixed Income 03. Senior Loan 04. Multi-Asset 05. SMA 06. AGI Transferred Strategies For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 2
Slide 3: 01. Equity
01. Equity For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 3
Slide 4: Schedule of Composite Performance: Asia Pacific High Div Equity Income
Schedule of Composite Performance Voya Asia Pacific High Div Equity Income Composite MSCI AC Asia Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Pacific ex Composite Assets St Dev (%) St Dev (%) Portfolio Returns (%) Portfolios
Slide 5: Schedule of Composite Performance: Voya Corporate Leaders
Schedule of Composite Performance ® Voya Corporate Leaders 100 Composite Assets in this Total Firm S&P 500 Composite 3-Yr Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Composite Assets Returns (%) St Dev (%) St Dev (%) Portfolio Returns (%) Portfolios ($mm) ($mm) DCE_
Slide 6: Schedule of Composite Performance: Emerging Markets High Dividend Equity
Schedule of Composite Performance Voya Emerging Markets High Dividend Equity Composite Assets in Total Firm MSCI Emerging Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of this Year Gross Returns (%) Net Returns (%) Assets Markets - Net (%) Dev (%) St Dev (%) Portfolio Returns (%) Portfolios
Slide 7: Schedule of Composite Performance: Global High Dividend Low Volatility
Schedule of Composite Performance Voya Global High Dividend Low Volatility Composite MSCI World Value - Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) GLHDLV_COMP Net Returns (%) St Dev (%) St Dev (%) Returns (%) Portf
Slide 8: Schedule of Composite Performance: International High Dividend Low Volatility
Schedule of Composite Performance Voya International High Dividend Low Volatility Composite MSCI EAFE Value - Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) IHDLV_COMP Net Returns (%) St Dev (%) St Dev (%) Returns (%)
Slide 9: Schedule of Composite Performance: Large Cap Core Growth
Schedule of Composite Performance Voya Large Cap Core Growth Composite Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) LGSP5_COMP St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm) Assets (
Slide 10: Schedule of Composite Performance: Large Cap Core Value
Schedule of Composite Performance Voya Large Cap Core Value Composite Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) RAGI_COMP St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm) Assets ($m
Slide 11: Schedule of Composite Performance: Large Cap Growth
Schedule of Composite Performance Voya Large Cap Growth vs. Russell 1000 Growth Composite Russell 1000 Growth Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) LGR1G_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Port
Slide 12: Schedule of Composite Performance: Large Cap Value
Schedule of Composite Performance Voya Large Cap Value vs. Russell 1000 Value Composite Russell 1000 Value Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) LCVA_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfoli
Slide 13: Schedule of Composite Performance: MI Dynamic Global Equity
Schedule of Composite Performance Voya MI Dynamic Global Equity Composite Percentage of MSCI World - Net Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios
Slide 14: Schedule of Composite Performance: MI Dynamic International Equity
Schedule of Composite Performance Voya MI Dynamic International Equity Composite Percentage of MSCI EAFE - Net Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) Returns (%) Portf
Slide 15: Schedule of Composite Performance: MI Dynamic Large Cap
Schedule of Composite Performance Voya MI Dynamic Large Cap Composite Percentage of Russell 1000 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composit
Slide 16: Schedule of Composite Performance: MI Dynamic Small Cap
Schedule of Composite Performance Voya MI Dynamic Small Cap Composite Percentage of Russell 2000 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composit
Slide 17: Schedule of Composite Performance: MI Dynamic U.S. ESG Trends
Schedule of Composite Performance Voya MI Dynamic U.S. ESG Trends Composite Percentage of Russell 1000 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Co
Slide 18: Schedule of Composite Performance: MI Opportunistic U.S. Equity
Schedule of Composite Performance Voya MI Opportunistic U.S. Equity Composite Percentage of S&P 500 Returns Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) (%) St Dev (%) St Dev (%) Returns (%) Portfolios Compo
Slide 19: Schedule of Composite Performance: Mid Cap Growth
Schedule of Composite Performance Voya Mid Cap Growth Composite Russell Midcap Growth Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) MCG_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm ) As
Slide 20: Schedule of Composite Performance: Replicated Private Equity
Schedule of Composite Performance Voya Replicated Private Equity Composite Percentage of Russell 2000 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Non-Fee- Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Com
Slide 21: Schedule of Composite Performance: Research Enhanced Index Large Cap
Schedule of Composite Performance Voya Research Enhanced Index Large Cap Composite Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Num ber of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) REILC_COMP St Dev (%) St Dev (%) Returns (%) Portfolios Composite (
Slide 22: Schedule of Composite Performance: Small Cap Growth
Schedule of Composite Performance Voya Small Cap Growth Composite Russell 2000 Growth Com posite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) VSCG_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm) A
Slide 23: Schedule of Composite Performance: U.S. High Dividend Low Volatility
Schedule of Composite Performance Voya U.S. High Dividend Low Volatility Composite Russell 1000 Value Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) USHDLV_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios
Slide 24: 02. Fixed Income
02. Fixed Income For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 24
Slide 25: Schedule of Composite Performance: Agency MBS 3.5 Years
Schedule of Composite Performance Voya Agency MBS - 3.5 Years Composite Custom Benchmark (3.5 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) GNM_UST_COMP Year Duration) Returns (%) St Dev (%) St Dev (%) Returns (%) Por
Slide 26: Schedule of Composite Performance: Core Fixed Income
Schedule of Composite Performance Voya Core Fixed Income Composite Bloomberg U.S. Aggregate Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CFI_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($m
Slide 27: Schedule of Composite Performance: Core Intermediate Fixed Income
Schedule of Composite Performance Voya Core Intermediate Fixed Income Composite Assets in this Total Firm Bloomberg U.S. Intermediate Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Aggregate Returns (%) Dev (%) St Dev (%) Re
Slide 28: Schedule of Composite Performance: Core Plus Fixed Income
Schedule of Composite Performance Voya Core Plus Fixed Income Composite Bloomberg U.S. Aggregate Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CP_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composite
Slide 29: Schedule of Composite Performance: Core Plus Intermediate Aggregate
Schedule of Composite Performance Voya Core Plus Intermediate Aggregate Composite Bloomberg U.S. Assets in this Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Total Firm Year Gross Returns (%) Net Returns (%) Intermediate Aggregate Composite St Dev (%) St Dev (%) Returns (%) Portfol
Slide 30: Schedule of Composite Performance: Core Plus Stable Value
Schedule of Composite Performance Voya Core Plus Stable Value Composite Bloomberg U.S. Aggregate Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CPSV_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Composi
Slide 31: Schedule of Composite Performance: Core Quality Constrained
Schedule of Composite Performance Voya Core Quality Constrained Composite Bloomberg U.S. Aggregate A or Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) QE_COMP Higher Returns (%) St Dev (%) St Dev (%) Returns (%) Portfo
Slide 32: Schedule of Composite Performance: Core Short Duration 1-5
Schedule of Composite Performance Voya Core Short Duration 1-5 Composite Bloomberg U.S. Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Num ber of Year Gross Returns (%) Net Returns (%) Governm ent 1-5 Year Composite Assets St Dev (%) St Dev (%) Returns (%) Portfolios
Slide 33: Schedule of Composite Performance: Emerging Markets Corporate Debt Fund
Schedule of Composite Performance Voya Emerging Markets Corporate Debt Fund Composite JPM Corporate EMBI Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Diversified Composite Composite Assets St Dev (%) St Dev (%) Retur
Slide 34: Schedule of Composite Performance: Emerging Markets Hard Currency
Schedule of Composite Performance Voya Emerging Markets Hard Currency Composite JPM EMBI Global Diversified Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) EMHCDF_COMP Composite Returns (%) St Dev (%) St Dev (%) Returns
Slide 35: Schedule of Composite Performance: Enhanced Long Duration Government Credit
Schedule of Composite Performance Voya Enhanced Long Duration Government Credit Composite Bloomberg U.S. Long Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Government/Credit Returns Composite Assets St Dev (%) St Dev
Slide 36: Schedule of Composite Performance: Global Bond
Schedule of Composite Performance Voya Global Bond Composite Assets in this Bloomberg Global Aggregate Composite 3-Yr St Benchmark 3-Yr St Dispersion of Portfolio Number of Total Firm Year Gross Returns (%) Net Returns (%) Composite Returns (%) Dev (%) Dev (%) Returns (%) Portfolios Assets ($mm) GB_
Slide 37: Schedule of Composite Performance: High Yield
Schedule of Composite Performance Voya High Yield Composite Assets in this Total Firm Bloomberg U.S. High Yield Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets 2% Issuer Cap Returns (%) Dev (%) St Dev (%) Returns (%) Portfoli
Slide 38: Schedule of Composite Performance: Intermediate Government/Credit Quality Constrained
Schedule of Composite Performance Voya Intermediate Government/Credit Quality Constrained Composite Bloomberg U.S. Interm. Gov/Credit Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) CIQR_COMP A or Higher Returns (%) St
Slide 39: Schedule of Composite Performance: Investment Grade Credit
Schedule of Composite Performance Voya Investment Grade Credit Composite Bloomberg U.S. Corporate Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) IGCFI_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Compo
Slide 40: Schedule of Composite Performance: Investment Grade Securitized Credit
Schedule of Composite Performance Voya Investment Grade Securitized Credit Composite Bloomberg U.S. Securitized Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) VSCIG_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Po
Slide 41: Schedule of Composite Performance: Limited Duration Income
Schedule of Composite Performance Voya Limited Duration Income Composite ICE BofA USD 3M Deposit Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Offered Rate Constant Maturity Composite Assets St Dev (%) St Dev (%) Retu
Slide 42: Schedule of Composite Performance: Long Duration Credit
Schedule of Composite Performance Voya Long Duration Credit Composite Assets in Bloomberg U.S. Long Credit Composite 3-Yr Benchmark 3-Yr St Dispersion of Portfolio Number of this Total Firm Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) Dev (%) Returns (%) Portfolios Composite Assets
Slide 43: Schedule of Composite Performance: Mortgage Backed Securities
Schedule of Composite Performance Voya Mortgage Backed Securities Composite Custom Benchmark Com posite 3-Yr Benchmark 3-Yr Dispersion of Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Returns (%) St Dev (%) St Dev (%) Portfolio Returns (%) Portfolios Composite ($mm) Asse
Slide 44: Schedule of Composite Performance: Multi-Sector Enhanced Intermediate
Schedule of Composite Performance Voya Multi-Sector Enhanced Intermediate Composite Assets in this Total Firm Bloomberg U.S. Intermediate Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Aggregate Returns (%) St Dev (%) St Dev (%
Slide 45: Schedule of Composite Performance: Opportunistic Securitized Credit
Schedule of Composite Performance Voya Opportunistic Securitized Credit Composite Bloomberg U.S. Securitized Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) VSCO_COMP Returns (%) St Dev (%) St Dev (%) Returns (%) Portfo
Slide 46: Schedule of Composite Performance: Securitized Credit ABS
Schedule of Composite Performance Voya Securitized Credit ABS Composite Assets in this Total Firm Bloomberg U.S. Asset-Backed Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Securities Index Returns (%) St Dev (%) St Dev (%) Ret
Slide 47: Schedule of Composite Performance: Securitized Credit CMBS
Schedule of Composite Performance Voya Securitized Credit CMBS Composite Assets in this Total Firm Bloom berg U.S. CMBS Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Investment Grade Index (%) St Dev (%) St Dev (%) Returns (%)
Slide 48: Schedule of Composite Performance: Securitized Credit Non-Agency RMBS
Schedule of Composite Performance Voya Securitized Credit Non-Agency RMBS Composite Assets in this Total Firm Bloomberg U.S. Mortgage-Backed Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Composite Assets Securities Index Returns (%) St Dev (%)
Slide 49: Schedule of Composite Performance: Short Duration
Schedule of Composite Performance Voya Short Duration Composite Bloomberg U.S. Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Government/Credit 1-3 Year Composite Assets St Dev (%) St Dev (%) Returns (%) Portfolios Ret
Slide 50: Schedule of Composite Performance: Short Duration High Quality
Schedule of Composite Performance Voya Short Duration High Quality Composite Bloomberg U.S. Total Firm Composite 3-Yr Benchmark 3-Yr Dispersion of Number of Assets in this Year Gross Returns (%) Net Returns (%) Governm ent/Credit 1-3 Year Assets St Dev (%) St Dev (%) Portfolio Returns (%) Portfolios
Slide 51: Schedule of Composite Performance: Short Duration High Quality Constrained
Schedule of Composite Performance Voya Short Duration High Quality Constrained Composite Bloomberg U.S. Total Firm Composite 3-Yr Benchm ark 3-Yr Dispersion of Portfolio Number of Assets in this Year Gross Returns (%) Net Returns (%) Government/Credit 1-3 Year Assets St Dev (%) St Dev (%) Returns (%
Slide 52: Schedule of Composite Performance: Unconstrained Fixed Income
Schedule of Composite Performance Voya Unconstrained Fixed Income Composite ICE BofA USD 3M Deposit Assets in this Total Firm Composite 3-Yr Benchm ark 3-Yr Dispersion of Portfolio Number of Year Gross Returns (%) Net Returns (%) Offered Rate Constant Maturity Composite Assets St Dev (%) St Dev (%)
Slide 53: 03. Senior Loan
03. Senior Loan For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 53
Slide 54: Schedule of Composite Performance: European Senior Loans
Schedule of Composite Performance Voya European Senior Loans Composite S&P European All Loans Composite 3- Benchmark 3- Dispersion of Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) SCV4_EUR Index Returns (%) Yr St Dev (%) Yr St Dev (%) Portfolio Returns (%) Portfolios Com
Slide 55: Schedule of Composite Performance: Senior Loan EUR Unleveraged
Schedule of Composite Performance Voya Senior Loan EUR Unleveraged Composite Morningstar LSTA Composite 3- Benchmark 3- Dispersion of Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Leveraged Loan Hedged to Yr St Dev (%) Yr St Dev (%) Portfolio Returns (%) Portfolios Compo
Slide 56: Schedule of Composite Performance: Senior Loan Unleveraged
Schedule of Composite Performance Voya Senior Loan Unleveraged Composite Morningstar LSTA Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Leveraged Loan St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm) Asset
Slide 57: Schedule of Composite Performance: Senior Loans Select
Schedule of Composite Performance Voya Senior Loans Select Composite S&P/LSTA B/BB Blended Composite 3- Benchmark 3- Dispersion of Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Index Hedged to Euro Yr St Dev (%) Yr St Dev (%) Portfolio Returns (%) Portfolios Composite (€
Slide 58: 04. Multi-Asset
04. Multi-Asset For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 58
Slide 59: Schedule of Composite Performance: Enhanced Risk Premia
Schedule of Composite Performance Voya Enhanced Risk Premia Composite The ICE BofA U.S. Dollar 1- Assets in this Total Firm Month Deposit Offered Rate Composite 3-Yr Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Composite Assets Constant Maturity Returns St Dev (%) St
Slide 60: Schedule of Composite Performance: Global Multi-Asset
Schedule of Composite Performance Voya Global Multi-Asset Composite Assets in this Total Firm S&P Target Risk Composite 3-Yr St Benchm ark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Composite Assets Growth Returns (%) Dev (%) St Dev (%) Portfolio Returns (%) Portfolios GMA_C
Slide 61: Schedule of Composite Performance: Global Perspectives Moderate
Schedule of Composite Performance Voya Global Perspectives Moderate Composite CTR_GPMM10M Custom Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Benchmark St Dev (%) St Dev (%) Returns (%) Portfolios Composite ($m m) Assets ($mm) GPMOD
Slide 62: Schedule of Composite Performance: GPMM Global Aggressive Growth
Schedule of Composite Performance GPMM Global Aggressive Growth Composite SPTGAUT S&P Target Risk Composite 3-Yr St Benchm ark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Assets Year Gross Returns (%) Aggressive Index Dev (%) St Dev (%) Returns (%) Portfolios Composite ($mm) ($m
Slide 63: Schedule of Composite Performance: GPMM Global Aggressive Growth ETF
Schedule of Composite Performance GPMM Global Aggressive Growth ETF Composite SPTGAUT S&P Target Risk Assets in this Total Firm Composite 3-Yr Benchm ark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Aggressive Index Composite Assets St Dev (%) St Dev (%) Portfolio Returns (%)
Slide 64: Schedule of Composite Performance: GPMM Global Conservative Growth
Schedule of Composite Performance GPMM Global Conservative Growth Composite SPTGCUT S&P Target Risk Com posite 3-Yr Benchmark 3-Yr Dispersion of Number of Assets in this Total Firm Assets Year Gross Returns (%) Conservative Index St Dev (%) St Dev (%) Portfolio Returns (%) Portfolios Composite ($mm)
Slide 65: Schedule of Composite Performance: GPMM Global Conservative Growth ETF
Schedule of Composite Performance GPMM Global Conservative Growth ETF Composite SPTGCUT S&P Target Risk Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Conservative Index Composite Assets St Dev (%) St Dev (%) Portfolio Returns (
Slide 66: Schedule of Composite Performance: GPMM Global Income
Schedule of Composite Performance GPMM Global Income Composite LEHGA Bloomberg Global Assets in this Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Total Firm Assets Year Gross Returns (%) Aggregate Index Composite Dev (%) St Dev (%) Portfolio Returns (%) Portfolios ($mm) VOYAIN Returns (%
Slide 67: Schedule of Composite Performance: GPMM Global Income ETF
Schedule of Composite Performance GPMM Global Income ETF Composite LEHGA Bloomberg Global Assets in this Composite 3-Yr St Benchmark 3-Yr Dispersion of Portfolio Number of Total Firm Year Gross Returns (%) Net Returns (%) Aggregate Index Composite Dev (%) St Dev (%) Returns (%) Portfolios Assets ($m
Slide 68: Schedule of Composite Performance: GPMM Global Moderate Growth
Schedule of Composite Performance GPMM Global Moderate Growth Composite SPTGMUT S&P Target Risk Assets in this Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Total Firm Assets Year Gross Returns (%) Moderate Index Composite St Dev (%) St Dev (%) Returns (%) Portfolios ($mm) Returns
Slide 69: Schedule of Composite Performance: GPMM Global Moderate Growth ETF
Schedule of Composite Performance GPMM Global Moderate Growth ETF Composite SPTGMUT S&P Target Risk Assets in this Total Firm Composite 3-Yr Benchm ark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Moderate Index Composite Assets St Dev (%) St Dev (%) Portfolio Returns (%) Port
Slide 70: Schedule of Composite Performance: Target Retirement 2025
Schedule of Composite Performance Voya Target Retirement 2025 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2025 Index Returns Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VT
Slide 71: Schedule of Composite Performance: Target Retirement 2030
Schedule of Composite Performance Voya Target Retirement 2030 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2030 Index Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VTR2030_CO
Slide 72: Schedule of Composite Performance: Target Retirement 2035
Schedule of Composite Performance Voya Target Retirement 2035 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2035 Index Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VTR2035_CO
Slide 73: Schedule of Composite Performance: Target Retirement 2040
Schedule of Composite Performance Voya Target Retirement 2040 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2040 Index Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VTR2040_CO
Slide 74: Schedule of Composite Performance: Target Retirement 2045
Schedule of Composite Performance Voya Target Retirement 2045 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2045 Index Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VTR2045_CO
Slide 75: Schedule of Composite Performance: Target Retirement 2050
Schedule of Composite Performance Voya Target Retirement 2050 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2050 Index Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VTR2050_CO
Slide 76: Schedule of Composite Performance: Target Retirement 2055
Schedule of Composite Performance Voya Target Retirement 2055 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2055 Index Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VTR2055_CO
Slide 77: Schedule of Composite Performance: Target Retirement 2060
Schedule of Composite Performance Voya Target Retirement 2060 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2060 Index Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VTR2060_CO
Slide 78: Schedule of Composite Performance: Target Retirement 2065
Schedule of Composite Performance Voya Target Retirement 2065 Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) 2065 Index Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portfolios VTR2065_CO
Slide 79: Schedule of Composite Performance: Target Retirement In-Retirement
Schedule of Composite Performance Voya Target Retirement In-Retirement Composite S&P Target Date Assets in this Total Firm Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Retirement Income Composite Assets Dev (%) St Dev (%) Portfolio Returns (%) Portf
Slide 80: Schedule of Composite Performance: Volatility
Schedule of Composite Performance Voya Volatility Composite The ICE BofA U.S. Assets in this Total Firm Dollar 1-Month Deposit Composite 3-Yr Benchmark 3-Yr Dispersion of Number of Year Gross Returns (%) Net Returns (%) Composite Assets Offered Rate Constant St Dev (%) St Dev (%) Portfolio Returns (
Slide 81: 05. SMA
05. SMA For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 81
Slide 82: Schedule of Composite Performance: Core Fixed Income SMA
Schedule of Composite Performance Voya Core Fixed Income SMA Composite Assets in this Total Firm Percentage "Pure" Gross The ICE BofA U.S. Broad Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Year Net Returns (%) Composite Assets of Wrap-Fee Returns (%)* Market Index Dev (%) St Dev (%) Por
Slide 83: Schedule of Composite Performance: Core Plus Fixed Income SMA
Schedule of Composite Performance Voya Core Plus Fixed Income SMA Composite Assets in this Total Firm Percentage "Pure" Gross Bloomberg U.S. Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Year Net Returns (%) Composite Assets of Wrap-Fee Returns (%)* Aggregate Returns (%) St Dev (%)
Slide 84: Schedule of Composite Performance: Corporate Leaders (NET 3%)
Schedule of Composite Performance Voya Corporate Leaders® 100 Composite (NET 3%) Percentage of Net Returns S&P 500 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Wrap-Fee (%) Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Co
Slide 85: Schedule of Composite Performance: Enhanced Yield Fixed Income SMA
Schedule of Composite Performance Voya Enhanced Yield Fixed Income SMA Composite Percentage of "Pure" Gross Custom Benchmark Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Net Returns (%) Wrap-Fee Returns (%)* Returns (%) St Dev (%) St Dev (%) Returns
Slide 86: Schedule of Composite Performance: High Yield SMA
Schedule of Composite Performance Voya High Yield SMA Composite The ICE BofA US High Assets in this Total Firm Percentage "Pure" Gross Composite 3-Yr Benchmark 3-Yr Dispersion of Number of Year Net Returns (%) Yield Master II Composite Assets of Wrap-Fee Returns (%)* St Dev (%) St Dev (%) Portfolio
Slide 87: Schedule of Composite Performance: Intermediate Fixed Income SMA
Schedule of Composite Performance Voya Intermediate Fixed Income SMA Composite Assets in this Total Firm Percentage "Pure" Gross Bloomberg U.S. Intermediate Composite 3-Yr St Benchmark 3-Yr Dispersion of Num ber of Year Net Returns (%) Composite Assets of Wrap-Fee Returns (%)* Government/Credit Retu
Slide 88: Schedule of Composite Performance: Large Cap Core Value (NET 3%)
Schedule of Composite Performance Voya Large Cap Core Value Composite (NET 3%) Percentage Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm of Wrap-Fee Year Gross Returns (%) Net Returns (%) S&P 500 Returns (%) St Dev (%) St Dev (%) Returns (%) Portfolios Comp
Slide 89: Schedule of Composite Performance: Large Cap Growth SMA
Schedule of Composite Performance Voya Large Cap Growth SMA Composite Assets in this Percentage "Pure" Gross Russell 1000 Growth Composite 3-Yr St Benchmark 3-Yr Dispersion of Number of Total Firm Year Net Returns (%) Composite of Wrap-Fee Returns (%)* Returns (%) Dev (%) St Dev (%) Portfolio Return
Slide 90: Schedule of Composite Performance: Large Cap Growth (NET 3%)
Schedule of Composite Performance Voya Large Cap Growth vs. Russell 1000 Growth Composite (NET 3%) Percentage of Net Returns Russell 1000 Growth Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Wrap-Fee (%) Returns (%) St Dev (%) St Dev
Slide 91: Schedule of Composite Performance: Large Cap Value (NET 3%)
Schedule of Composite Performance Voya Large Cap Value vs. Russell 1000 Value Composite (NET 3%) Percentage of Russell 1000 Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Wrap-Fee Value Returns (%) St Dev (%) St Dev (%
Slide 92: Schedule of Composite Performance: Mid Cap Growth (NET 3%)
Schedule of Composite Performance Voya Mid Cap Growth Composite (NET 3%) Russell MidCap Percentage of Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Gross Returns (%) Net Returns (%) Growth Returns Wrap-Fee St Dev (%) St Dev (%) Returns (%) Portfolios
Slide 93: Schedule of Composite Performance: Multi-Strategy Fixed Income SMA
Schedule of Composite Performance Voya Multi-Strategy Fixed Income SMA Composite Percentage of "Pure" Gross The ICE BofA U.S. Corporate Composite 3-Yr Benchmark 3-Yr Dispersion of Number of Assets in this Total Firm Year Net Returns (%) Wrap-Fee Returns (%)* Government 1-10 Year Returns (%) St Dev (
Slide 94: Schedule of Composite Performance: Strategic Income SMA
Schedule of Composite Performance Voya Strategic Income SMA Composite Percentage "Pure" Gross Custom Benchmark Composite 3-Yr Benchmark 3-Yr Dispersion of Portfolio Number of Assets in this Total Firm Year Net Returns (%) of Wrap-Fee Returns (%)* Returns (%) St Dev (%) St Dev (%) Returns (%) Portfol
Slide 95: 06. AGI Transferred Strategies
06. AGI Transferred Strategies For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to the general public. 95
Slide 96: Voya American Income GIPS Disclosure
Voya American Income GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as Fees: Performance results stated to be “gross” do not reflect the do not reflect fees, brokerage commissions or other expenses of all investment portfolios managed by Voya Investment Management deduc
Slide 97: Voya American Income Composite
Voya American Income Composite Schedule of composite performance results as of December 31, 2022 Custom Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Blended Index Portfolio Returns (%) Composite Assets St Dev (%) (2) St Dev (%
Slide 98: Voya Cloud GIPS Disclosure
Voya Cloud GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as unrealized gains or losses, and are net of all brokerage reduce such returns. Investment advisory fees are described further all investment portfolios managed by Voya Investment Management commissions, executi
Slide 99: Voya Cloud Composite
Voya Cloud Composite Schedule of composite performance results as of December 31, 2022 Dispersion of Assets in this Total Firm Custom Linked Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets Index (%) (1) St Dev (%) (2) St Dev (%) (
Slide 100: Voya Convertibles GIPS Disclosure
Voya Convertibles GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as including all dividends and interest, accrued income, realized and Unless otherwise noted, equity index performance is calculated with all investment portfolios managed by Voya Investment Management unr
Slide 101: Voya Convertibles Composite
Voya Convertibles Composite Schedule of composite performance results as of December 31, 2022 ICE BOA US Dispersion of Assets in this Total Firm Convertibles Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets Index Returns St Dev (%)
Slide 102: Voya Disciplined US Core GIPS Disclosure
Voya Disciplined US Core GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as defined by the firm policies and procedures as 20% or more of the in Form ADV Part 2A Brochure of the investment adviser. Advisory all investment portfolios managed by Voya Investment Management
Slide 103: Voya Disciplined US Core Composite
Voya Disciplined US Core Composite Schedule of composite performance results as of December 31, 2022 Dispersion of Assets in this Total Firm S&P 500 Index Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets (%) (1) St Dev (%) (2) St D
Slide 104: Voya Global Artificial Intelligence GIPS Disclosure
Voya Global Artificial Intelligence GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as commissions, execution costs and without provision for federal or reduce such returns. Investment advisory fees are described further all investment portfolios managed by Voya Investme
Slide 105: Voya Global Artificial Intelligence Composite
Voya Global Artificial Intelligence Composite Schedule of composite performance results as of December 31, 2022 Dispersion of Assets in this Total Firm Custom Linked Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets Index (%) (1) St
Slide 106: Voya Global Biotechnology GIPS Disclosure
Voya Global Biotechnology GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as forward contracts, short sales, swap agreements and other reduce such returns. Investment advisory fees are described further all investment portfolios managed by Voya Investment Management deri
Slide 107: Voya Global Biotechnology Composite
Voya Global Biotechnology Composite Schedule of composite performance results as of December 31, 2022 NASDAQ Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Biotechnology Portfolio Returns (%) Composite Assets St Dev (%) (2) St D
Slide 108: Voya Global Cyber Security GIPS Disclosure
Voya Global Cyber Security GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as commissions, execution costs and without provision for federal or may vary by portfolio due to various conditions, including account all investment portfolios managed by Voya Investment Managem
Slide 109: Voya Global Cyber Security Composite
Voya Global Cyber Security Composite Schedule of composite performance results as of December 31, 2022 NASDAQ ISE Dispersion of Assets in this Total Firm Cyber Security Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets (Net) Index (
Slide 110: Voya Global Information Technology GIPS Disclosure
Voya Global Information Technology GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as Portfolio Returns: Returns are calculated on a total return basis, advisory fee would be $10,268.81 in the first year, $56,741.68 over all investment portfolios managed by Voya Investme
Slide 111: Voya Global Information Technology Composite
Voya Global Information Technology Composite Schedule of composite performance results as of December 31, 2022 MSCI World Information Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Technology Portfolio Returns (%) Composite Asse
Slide 112: Voya Global Innovative Decarbonization GIPS Disclosure
Voya Global Innovative Decarbonization GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as Focus. five years, and $129,160.05 over ten years. Actual fees charged all investment portfolios managed by Voya Investment Management Portfolio Returns: Returns are calculated on a
Slide 113: Voya Global Innovative Decarbonization Composite
Voya Global Innovative Decarbonization Composite Schedule of composite performance results as of December 31, 2022 MSCI ACWI Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) (Net) Index (%) Portfolio Returns (%) Composite Assets S
Slide 114: Voya Global Insights GIPS Disclosure
Voya Global Insights GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as forward contracts, short sales, swap agreements and other 1 account that was in the composite for the entire year, then “N/A” all investment portfolios managed by Voya Investment Management derivativ
Slide 115: Voya Global Insights Composite
Voya Global Insights Composite Schedule of composite performance results as of December 31, 2022 Dispersion of Assets in this Total Firm Custom Linked Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets Index (%) (1) St Dev (%) (2) St
Slide 116: Voya Global Intelligent Cities GIPS Disclosure
Voya Global Intelligent Cities GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as Portfolio Returns: Returns are calculated on a total return basis, size. The net-of fee results for individual accounts and for different all investment portfolios managed by Voya Investmen
Slide 117: Voya Global Intelligent Cities Composite
Voya Global Intelligent Cities Composite Schedule of composite performance results as of December 31, 2022 MSCI ACWI Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) (Net) Index (%) Portfolio Returns (%) Composite Assets St Dev (%
Slide 118: Voya Global Intelligent Cities Multi-Asset GIPS Disclosure
Voya Global Intelligent Cities Multi-Asset GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as Portfolio Returns: Returns are calculated on a total return basis, reduce such returns. Investment advisory fees are described further all investment portfolios managed by Voya
Slide 119: Voya Global Intelligent Cities Multi-Asset Composite
Voya Global Intelligent Cities Multi-Asset Composite Schedule of composite performance results as of December 31, 2022 Custom Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Blended Index Portfolio Returns (%) Composite Assets St
Slide 120: Voya Global Space GIPS Disclosure
Voya Global Space GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as dollars. intended to parallel the risk or investment style of the portfolios in all investment portfolios managed by Voya Investment Management Fees: Performance results stated to be “gross” do not refl
Slide 121: Voya Global Space Composite
Voya Global Space Composite Schedule of composite performance results as of December 31, 2022 MSCI ACWI Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) (Net) Index (%) Portfolio Returns (%) Composite Assets St Dev (%) (2) St Dev
Slide 122: Voya Global Technology GIPS Disclosure
Voya Global Technology GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as price movements. The portfolio managers may also employ each annual period is based on gross-of-fees returns and is equal all investment portfolios managed by Voya Investment Management additional
Slide 123: Voya Global Technology Composite
Voya Global Technology Composite Schedule of composite performance results as of December 31, 2022 S&P North American Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Technology Portfolio Returns (%) Composite Assets St Dev (%) (2
Slide 124: Voya Health Sciences GIPS Disclosure
Voya Health Sciences GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as additional strategies involving call and put options, futures and Index is a free float-adjusted market capitalization weighted index all investment portfolios managed by Voya Investment Management f
Slide 125: Voya Health Sciences Composite
Voya Health Sciences Composite Schedule of composite performance results as of December 31, 2022 World Health Care / World Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Health Care & Consumer Portfolio Returns (%) Composite Ass
Slide 126: Voya High Yield Bond (SD) GIPS Disclosure
Voya High Yield Bond (SD) GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as Portfolio Returns: Returns are calculated on a total return basis, time periods may vary. all investment portfolios managed by Voya Investment Management including all dividends and interest, ac
Slide 127: Voya High Yield Bond (SD) Composite
Voya High Yield Bond (SD) Composite Schedule of composite performance results as of December 31, 2022 ICE BOA US Dispersion of Assets in this Total Firm High Yield Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets Index Returns St D
Slide 128: Voya Income and Growth GIPS Disclosure
Voya Income and Growth GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as Portfolio Returns: Returns are calculated on a total return basis, thereto) are owned by the indicated index provider and may not be all investment portfolios managed by Voya Investment Management
Slide 129: Voya Income and Growth Composite
Voya Income and Growth Composite Schedule of composite performance results as of December 31, 2022 Income & Dispersion of Assets in this Total Firm Growth Open Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets Blend Custom St Dev (%
Slide 130: Voya Metaverse GIPS Disclosure
Voya Metaverse GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as on dividends, interest and earnings. Returns presented are time- performance. As an example, the effect of investment advisory fees all investment portfolios managed by Voya Investment Management weighted
Slide 131: Voya Metaverse Composite
Voya Metaverse Composite Schedule of composite performance results as of December 31, 2022 Custom Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Blended Index Portfolio Returns (%) Composite Assets St Dev (%) (2) St Dev (%) (2)
Slide 132: Voya Rising Disruptors GIPS Disclosure
Voya Rising Disruptors GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as on dividends, interest and earnings. Returns presented are time- intended to parallel the risk or investment style of the portfolios in all investment portfolios managed by Voya Investment Manageme
Slide 133: Voya Rising Disruptors Composite
Voya Rising Disruptors Composite Schedule of composite performance results as of December 31, 2022 Dispersion of Assets in this Total Firm Russell 2500 Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets Growth (%) (1) St Dev (%) (2)
Slide 134: Voya US Equity Plus GIPS Disclosure
Voya US Equity Plus GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as state income taxes. Returns are net of any foreign withholding taxes thereto) are owned by the indicated index provider and may not be all investment portfolios managed by Voya Investment Management o
Slide 135: Voya US Equity Plus Composite
Voya US Equity Plus Composite Schedule of composite performance results as of December 31, 2022 Russell 1000 Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Growth Index Portfolio Returns (%) Composite Assets St Dev (%) (2) St De
Slide 136: Voya US Large Cap Core Growth (SF) GIPS Disclosure
Voya US Large Cap Core Growth (SF) GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as treatment of significant cash flows is available upon request. As of (2) portfolio return of 5% per year, and (3) 1.00% annual investment all investment portfolios managed by Voya Inves
Slide 137: Voya US Large Cap Core Growth (SF) Composite
Voya US Large Cap Core Growth (SF) Composite Schedule of composite performance results as of December 31, 2022 Dispersion of Assets in this Total Firm S&P 500 Index Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets (%) (1) St Dev (%
Slide 138: Voya US Large Cap Select Growth GIPS Disclosure
Voya US Large Cap Select Growth GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as composite for one full month. Additional information regarding the on the total value of a portfolio assuming (1) $1,000,000 investment, all investment portfolios managed by Voya Investmen
Slide 139: Voya US Large Cap Select Growth Composite
Voya US Large Cap Select Growth Composite Schedule of composite performance results as of December 31, 2022 Russell 1000 Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Growth Index Portfolio Returns (%) Composite Assets St Dev (
Slide 140: Voya US Mid Cap Growth (SF) GIPS Disclosure
Voya US Mid Cap Growth (SF) GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as state income taxes. Returns are net of any foreign withholding taxes gross dividends reinvested and estimated tax withheld, and bond all investment portfolios managed by Voya Investment Manage
Slide 141: Voya US Mid Cap Growth (SF) Composite
Voya US Mid Cap Growth (SF) Composite Schedule of composite performance results as of December 31, 2022 Russell Midcap Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Growth Index Portfolio Returns (%) Composite Assets St Dev (%)
Slide 142: Voya US Opportunistic Bank Loan GIPS Disclosure
Voya US Opportunistic Bank Loan GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as including all dividends and interest, accrued income, realized and the Composite. Indexes do not utilize leverage. Index calculations all investment portfolios managed by Voya Investment M
Slide 143: Voya US Opportunistic Bank Loan Composite
Voya US Opportunistic Bank Loan Composite Schedule of composite performance results as of December 31, 2022 JP Morgan Dispersion of Assets in this Total Firm Leveraged Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Portfolio Returns (%) Composite Assets Loan Index St
Slide 144: Voya US Short Duration High Income GIPS Disclosure
Voya US Short Duration High Income GIPS Disclosure The Firm: Voya Investment Management (the "Firm") is defined as Effective January 1, 2015 the minimum account size for inclusion in periods shown. For comparison purposes, the index is a fully all investment portfolios managed by Voya Investment Man
Slide 145: Voya US Short Duration High Income Composite
Voya US Short Duration High Income Composite Schedule of composite performance results as of December 31, 2022 Short Duration High Income Dispersion of Assets in this Total Firm Composite 3-Yr Benchmark 3-Yr Number of Year Gross Returns (%) Net Returns (%) Linked Portfolio Returns (%) Composite Asse
Slide 146: Disclosure
Disclosure This information is proprietary and cannot be reproduced or distributed. Certain information may be received from sources Voya Investment Management (Voya IM) considers reliable; Voya IM does not represent that such information is accurate or complete. Certain statements contained herein
Voya Financial — Investor Presentation (December 2023) on 6ix