Outcome-Oriented Equity

Approach

By combining the best of our fundamental and quantitative research capabilities, Voya’s Outcome-Oriented Equity solutions provide low-cost access to fundamental alpha sources while mitigating the model risk and unintended consequences of a purely rules-based approach. Voya’s proprietary stock ranking models provide the building blocks to design and implement solutions for a wide range of client objectives that cannot be met with traditional, benchmark-oriented equity strategies. Solutions are implemented to meet the unique objectives of each client.

Key Benefits

  • Voya’s proprietary global multi-factor sector models have been in place since 2004 and deliver low-cost access to uncorrelated, fundamental alpha sources
  • Sector-neutral approach mitigates sector biases
  • Multiple alpha sources help deliver downside protection and strong upside capture
  • Optimization ensures risk positions and factor exposures are deliberate, diversified and consistent with client objectives
  • Investment universe and benchmark can be tailored to address the dynamic needs of our clients
  • Stock-ranking models can be applied across regions (global and international) and market capitalizations (small-, mid-, and large-cap)

Performance

Performance

Performance data for this strategy is not available at this time.

Literature

Investment Team

Vincent Costa

Vincent Costa, CFA

Head of Value and Global Quantitative Equities

Years of Experience: 32

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Vincent Costa is head of the value and global quantitative equities teams and also serves as a portfolio manager for the active quantitative and fundamental large cap value strategies. Vinnie joined Voya Investment Management (Voya IM) in April 2006 as head of portfolio management for quantitative equity. Prior to joining Voya IM, he managed quantitative equity investments at both Merrill Lynch Investment Management and Bankers Trust Company. He earned a BS in quantitative business analysis from Pennsylvania State University and an MBA in finance from the New York University Stern School of Business, and holds the Chartered Financial Analyst® designation.

Peg DiOrio

Peg DiOrio, CFA

Head of Quantitative Equities

Years of Experience: 25

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Peg DiOrio is the head of quantitative equities at Voya Investment Management and serves as a portfolio manager for the research enhanced index natural resources strategy. Prior to joining the firm, she was a quantitative analyst with Alliance Bernstein/Sanford C. Bernstein for sixteen years where she was responsible for multivariate and time series analysis for low volatility strategies, global equities, REITs and options. Previously she was a senior investment planning analyst with Sanford C. Bernstein. Peg received an MS in Applied Mathematics, Statistics and Operations Research from the Courant Institute of Mathematical Sciences, NYU and a BS from SUNY Stony Brook. She holds the Chartered Financial Analyst® designation. She formerly served as president of the Society of Quantitative Analysts and continues to serve on the board of directors.

Principal Risks

The principal risks are generally those attributable to stock investing. Holdings are subject to market, issuer and other risks, and their values may fluctuate. Market risk is the risk that securities may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security may decline for reasons specific to the issuer, such as changes in its financial condition.