- Experience: Over 30 years of continuously managing and wrapping stable value portfolios
- Specialized Portfolio Management: We partner with clients and wrap providers to optimize guidelines, with the ability to use non-traditional fixed income sectors (i.e., Privates, Mortgage Loans, Bank Loans) to diversify exposures and enhance crediting rates
- Full Transparency: We provide transparency beyond crediting rates and market-to-book value ratios, including portfolio positioning, holdings, and performance (both absolute & relative to benchmark)
|As of 12/31/19||1 Month||3 Month||YTD||1yr||3yr||5yr||10yr||Since Inception (4/01/91)|
|Gross Excess Return||-0.18||-0.37||0.13||0.13||0.21||0.37||0.30||0.29|
* Custom Index (3.5 YR)
Past performance does not guarantee future results.
Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.
The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.
Matt Toms, CFA
Chief Investment Officer, Fixed Income
Years of Experience: 26
Years with Voya: 11
Sean Banai, CFA
Head of Portfolio Management
Years of Experience: 21
Years with Voya: 21
Paul Buren, CFA
Years of Experience: 16
Years with Voya: 14