Voya Machine Intelligence: Welcome to the Third Wave of Investing
Imagine if we could combine the depth of fundamental analysis with the breadth of quant research—and turbocharge it with machines that can make faster, smarter decisions. We call this Voya Machine Intelligence (VMI), applying machine learning to investment decisions, enhanced with human insight and traditional quant methods.
Voya Machine Intelligence Value Proposition
We believe in our ability to deliver consistent outperformance with high active share and low correlation to equity markets resulting in high idiosyncratic alpha.
We bring machine intelligence to fundamental equity investing: combining the depth and rigor of fundamental investing with the breadth of quant and scalability of Artificial Intelligence (AI).
P I O N E E R S
Over a decade of experience running
P O R T F O L I O S T Y L E
Portfolios avoid static factor or style biases that can lead to overcrowding in broader equity portfolios. Results in a return stream that is often less correlated to tradition active and/or passive equity approaches.
I N T E G R A T E D E S G
With a focus on alpha, machine learning can sift through massive quantities of data rapidly and focus on materiality which provides a significant competitive advantage.
A Differentiated Approach
The Machine Intelligence team has 10+ years working together, focused on delivering consistent outperformance with high active share and low correlation. We call it Opportunistic Alpha.
Related Insights and Resources
Article featured on Barron's
July 31, 2023
Gareth Shepherd, an expert on artificial intelligence, is excited about the technology’s potential, noting there’s been an explosion of new uses for it. But that doesn’t mean he’s consigning humans to the dustbin of history. Far from it.
Call them hallucinations, fantasies or glitches — fact-challenged answers from ChatGPT and other generative AI tools demonstrate the critical function...
The Voya Machine Intelligence team aims to take emotion out of the investment process to deliver alpha that is uncorrelated to more traditional equity strategies.
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Behind the Markets Podcast with Gareth Shepherd
"In the new world, applying machine learning, we build the machines, but the machines themselves are interrogating the data and learning the rules of the game directly."
- Gareth Shepherd, PhD, CFA, Co-Head of Voya Machine Intelligence
- Chrissy Bargeron, CFA, Client Portfolio Manager
Get in Touch
At Voya Investment Management, a heritage of partnership and innovation serves clients at every step. Put the best team behind you with Voya’s leading investment advice: solutions built on research and adapted to your needs.
Fill out the form below or contact a Voya Machine Intelligence Client Portfolio Managers directly at email@example.com.
Meet the Team
Gareth Shepherd, PhD, CFA
Co-head Voya Machine Intelligence, Portfolio Manager
Gareth Shepherd is co-head of the Voya Machine Intelligence (VMI) team and a portfolio manager at Voya Investment Management. Prior to joining Voya, Gareth was a managing partner and co-founder of G Squared Capital LLP. Prior to that, he held various positions within risk and asset management in Australia, Switzerland, the U.S. and the UK. Gareth earned a PhD in applied expert systems and a Masters of Applied Science from the University of New South Wales, and a BE from the University of Queensland. He also completed a World Economic Forum sponsored Executive Masters (INSEAD, London Business School, and Columbia University) and is a CFA® Charterholder.
Co-Head Voya Machine Intelligence, Research & Development
Gabriel Andraos is co-head of the Voya Machine Intelligence (VMI) team at Voya Investment Management and is responsible for research and development. Prior to joining Voya, Gabriel was a managing partner and co-founder of G Squared Capital LLP. Prior to that, he held senior investment roles in Europe, the U.S., and Asia, combining knowledge and experience in fundamental analysis with the latest tools in computing and data science. Gabriel earned an MBA from Harvard Business School, and a BA in economics from Georgetown University. He has a Certificate in Quantitative Finance and several artificial intelligence, data science and machine learning accreditations.
Russell Shtern, CFA
Portfolio Manager, Voya Machine Intelligence
Russell Shtern is a portfolio manager with the Voya Machine Intelligence (VMI) team at Voya Investment Management. Prior to joining Voya, he was a senior portfolio manager at Franklin Templeton, managing smart beta and active multi-factor equity strategies. Prior to that, Russell worked at QS Investors (a Legg Mason affiliate) as head of equity portfolio management and trading. Previously, he was a lead portfolio manager with the diversification based investing equity and tax managed equity strategies at Deutsche AM Quantitative Strategies group. Russell earned a BBA with honors in finance and a minor in economics from Pace University. He is a CFA® Charterholder.
Shadi J Akiki
Engineer, Data Science/ Machine Learning
Shadi Akiki is a data science and machine learning engineer for the Voya Machine Intelligence (VMI) strategies team at Voya Investment Management. Prior to joining Voya, he held data science roles in equities, loan securitization, private banking, commodity futures, and computational neuroscience. Shadi earned a Bachelors of Engineering in computer engineering at American University of Beirut, Lebanon and a MS in financial engineering at Ecole Polytechnique Federale de Lausanne, Switzerland.
Client Portfolio Manager
Yana Kramer is a client portfolio manager for the Voya Machine Intelligence (VMI) strategies at Voya Investment Management. Prior to joining Voya, Yana was a managing partner at G Squared Capital LLP, a pioneer in applying machine intelligence to fundamental investing. Previously, she worked in investment banking at Credit Suisse and Barclays (New York) and has experience in hedge funds at WyeTree Asset Management (London) and Royal Bank of Canada (hedge fund derivatives). Yana earned a BSBA in finance from the University of North Carolina at Chapel Hill, Kenan-Flagler Business School.