Approach
Key Benefits
Fundamentally Informed Global Multi-Factor Models
- Our long-standing proprietary models combine fundamental insights with quantitative capabilities which cannot be replicated by a pure quant manager
- Ensures factors for each sector not only test well but make economic sense
- Provides low-cost access to fundamental alpha sources
Seeks Downside Protection and Strong Upside Capture
Our balanced approach considers all market environments
- Low beta may reduce downside risk when markets are down but lags in up-markets
- High dividend yield has the potential to perform well in both up- and down-markets
- Alpha model seeks to generate excess returns in up markets
Diversified Exposures
- Avoids overcrowding by targeting lower volatility at the portfolio level – not the stock level
- Sector-neutral approach mitigates concentrated exposures to defensive "bond proxy" sectors, thus making it less vulnerable to rising interest rates
Performance
Performance
As of 3/31/21 | 1 Month | 3 Month | YTD | 1yr | 3yr | 5yr | 10yr | Since Inception (1/01/17) |
---|---|---|---|---|---|---|---|---|
Composite Gross | 6.63 | 7.22 | 7.22 | 42.87 | 10.67 | - | - | 11.66 |
Composite Net | 6.59 | 7.11 | 7.11 | 42.29 | 10.29 | - | - | 11.29 |
Index* | 5.88 | 11.26 | 11.26 | 56.09 | 10.96 | - | - | 10.17 |
Gross Excess Return | 0.74 | -4.04 | -4.04 | -13.22 | -0.29 | - | - | 1.49 |
* Russell 1000 Value Index
Literature
Voya IM Equity Profile
Date: December 31, 2020
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Investment Team

Vincent Costa, CFA
Head of Global Quantitative Equities
Years of Experience: 36
Years with Voya: 15

Peg DiOrio, CFA
Head of Quantitative Equity Portfolio Management
Years of Experience: 28
Years with Voya: 9

Steven Wetter
Portfolio Manager
Years of Experience: 33
Years with Voya: 9

Kai Yee Wong
Portfolio Manager
Years of Experience: 29
Years with Voya: 9