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THE DCIOs

NAPA FIRM PARTNERS

VOYA INVESTMENT MANAGEMENT NEW YORK, NY • VOYAINVESTMENTS.COM

KEY CONTACTS

Michael De Feo • 212.309.8969 • Michael.defeo@voya.com Brian Houston • 713.449.1198 • Brian.Houston@voya.com Greg Buzzell • 781.898.8216 • greg.buzzell@voya.com

FIRM PROFILE

Voya Investment Management (Voya IM) is the asset management business of Voya Financial, a Fortune 500 company with over 6,000 employees seeking to help clients plan, invest and protect their savings. As of June 30, 2018 Voya IM managed approximately $209 billion in assets across Fixed Income, Senior Loans, Equities and Multi-Asset Strategies & Solutions. Drawing on over 40 years of experience and the expertise of 250+ investment professionals, Voya IM’s capabilities span traditional products and solutions as well as those that cannot be easily replicated by an index.

PRIMARY MARKET(S) SERVED

Small [$1-$10 million] • Mid [$10-$100 million] Large [$100-$250 million] • Mega [> $250 million]

ASSETS MANAGED PLANS SERVED BY TYPE [As of 6/30/18] N/A TOTAL AUM [As of 6/30/18] .....................................$209,382,000,000 TOTAL DCIO ASSETS [As of 6/30/18] ....................$43,670,000,000 DCIO ASSETS BREAKDOWN [%] Collective Trusts .......................................................................................17% Mutual Funds ........................................................................................... 25% Separate Accounts ..................................................................................48% Stable Value ............................................................................................. 10% ASSET ALLOCATION FUNDS • Voya Target Retirement Funds • Voya Target Solution Trusts • Voya Solution Portfolios (TDF & Risk-based) • Voya Index Solution Portfolios TOP 5 FUNDS BY DC ASSETS [As of 6/30/18]

[Fund Name | Total Assets | Last Year New Fund Flow]

1. Voya Intermediate Bond Fund: $830,000,000 | $410,000,000 2. Voya SmallCap Opportunities Fund: $670,000,000 | $200,000,000 3. Voya MidCap Opportunities Fund: $450,000,000 | $140,000,000 4. Voya Small Company Fund: $190,000,000 | $80,000,000 5. Voya Real Estate Fund: $120,000,000 | $50,000,000

ADVISOR SUPPORT SERVICES

External Wholesalers Focused on Advisors, External Wholesalers Focused on Institutional, Plan Benchmarking, Training for DC Plan Sales/Service

NO. OF EXTERNAL WHOLESALERS [DC/RETAIL]

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38 NAPA BLACK BOOK

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2018

11/27/18 9:23 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.