Past performance is not indicative of future results.
Environmental, social and governance (“ESG”) factors can impact the investment risk and return profiles of our investments. Investing based on ESG factors may cause a strategy to take risks or forego exposures available to strategies or products that do not incorporate ESG factors, which could negatively impact performance. There is no assurance that investing based on ESG factors will be successful.
Third-party awards and/or rankings about entities within the Voya family of companies are given based upon various criteria and methodologies. Awards and/or rankings are not representative of actual client experiences or outcomes, and are not indicative of any future performance. For certain awards/rankings, Voya pays a fee to be considered. For material facts regarding an award, including but not limited to whether a fee was paid to be eligible for the award, see below.
Ethisphere World’s Most Ethical Companies: In March 2024, Voya Financial was one of 136 companies recognized by Ethisphere® as one of the 2024 World’s Most Ethical Companies® based on performance in 2023. The World’s Most Ethical Companies assessment is based upon Ethisphere’s Ethics Quotient® framework, which offers a quantitative way to assess a company’s performance in an objective, consistent and standardized way. The information collected provides a comprehensive sampling of definitive criteria of core competencies, rather than all aspects of corporate governance, risk, sustainability, compliance and ethics. Scores are generated in five key categories and provided to all companies that participate in the process: ethics and compliance program (35%), culture of ethics (20%), environmental and societal impact (20%), governance (20%), and third-party management (5%). While Voya’s Senior Vice President of Corporate and Organizational Development sits on Ethisphere’s Equity and Social Justice Initiative Advisory Council, he plays no role in the selection process for the World’s Most Ethical Companies award, but this fact has been disclosed to the extent it may be perceived as a possible conflict of interest. There is a processing fee of $3,500 USD to participate. Voya also pays $19,500 USD a year to participate in Ethisphere’s Business Ethics Leadership Alliance (“BELA”), which provides additional resources and services to members, including benchmarking data and related Ethisphere insights and guidance. There is also a $35,000 USD licensing fee for use of the logo. “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.
Dow Jones Sustainability Index North America: In December 2023, Voya Financial was selected for inclusion in the 2023 Dow Jones Sustainability Index (DJSI) by the S&P Dow Jones Indices. Inclusion was based on 2022 activity, and no fee was paid for consideration. Launched in 1999, the Dow Jones Sustainability Index (DJSI) is the first global index to track the leading sustainability-driven companies based on an analysis of financially material environmental, social, and governance (ESG) factors and S&P DJSI’s robust index methodology, which includes the annual S&P Global Sustainability Assessment (CSA)(link is external) to evaluate more than 11,000 companies around the world.
Bloomberg Gender-Equality Index: In 2023, Voya was accepted into the 2023 Bloomberg Gender-Equality Index for the 8th consecutive year. Voya is one of 484 companies accepted to the 2023 Bloomberg Gender-Equality Index, which represents organizations from 54 industries with headquarters in 45 countries and regions. To qualify for the index, Voya disclosed details of its policies and practices with respect to how the company promotes gender equality across four separate areas – company statistics, policies, community engagement and products and services. Voya and other companies included in the 2023 Gender-Equality Index scored above a globally-established threshold, based on the extent of disclosures and the achievement of best-in-class statistics and policies.
Equality 100 Award: Leader in LGBTQ+ Workplace Inclusion: The Corporate Equality Index (CEI), administered by the Human Rights Campaign Foundation, evaluates LGBTQ-related policies and practices, including non-discrimination workplace protections, domestic partner benefits, transgender-inclusive health care benefits, competency programs, and public engagement with the LGBTQ community. All private sector (non-government) and for-profit employers with 500 or more full-time U.S. employees are eligible to participate. In December 2023, Voya Financial’s efforts in satisfying all of CEI’s criteria earned a score of 100 and the designation as recipient of the Equality 100 Award: Leader in LGBTQ+ Workplace Inclusion. The CEI rating is based on 2023 activity and no fee was paid for consideration. From 2002-2022, this designation was known as “Best Place to Work for LGBTQ Equality”
Great Place to Work: In 2023, Voya Financial was certified as a Great Place To Work for October 2023 – October 2024. Voya Financial paid a fee to the Great Place To Work Institute to conduct certification surveys, upon which the award was based. Voya Financial earned this recertification based on ratings provided by more than 1,600 of its employees in a survey administered by the Great Place To Work® Institute.
Disability Equality Index: In June 2024, Voya Financial was recognized by Disability:IN and the American Association of People with Disabilities as a 2024 Best Place to Work for Disability Inclusion, earning a spot on the Disability Equality Index® (DEI). The recognition is based on 2023 information and no fee was paid for consideration. Members of the Fortune 1000, Fortune Global 500, Am Law 200 and organizations similar in size and scope are eligible to participate in the DEI. The 2024 DEI measured culture and leadership; enterprise-wide accessibility; employment practices (benefits, recruitment, employment, education, retention and advancement, and accommodations); community engagement; and supplier diversity. By receiving a score of 80 or higher (on scale of zero to 100), companies qualify as a Best Place to Work for Disability Inclusion. While Voya’s Senior Vice President of Social Impact and Inclusion sits on Disability:IN’s Board of Directors, she plays no role in the selection process for this recognition, but this fact has been disclosed to the extent it may be perceived as a possible conflict of interest.
Pension & Investments Best Places to Work in Money Management: In 2024, Voya Investment Management (Voya IM) was named to Pension & Investments’ 2024 Best Places to Work in Money Management list. To participate, a firm has to have at least 20 employees in the U.S., have at least $100 million of discretionary, institutional assets under management or advisement and be in business for at least one year. Firms that participated are required to complete a two-step process conducted by Workforce Research Group in June-August 2024 on behalf of P&I. First, a questionnaire was completed by the firm’s HR department to capture information on firm policies, practices, benefits and demographics. Second, employees completed a survey and two open-ended questions that asked about being an employee at Voya—including engagement and satisfaction, work environment, career development and remuneration. Employee responses accounted for 75% of the total company score and employer responses accounted for 25%. Workforce Research examined the data to finalize rankings. Voya IM did not pay a fee to be considered, but does pay a $4,950 fee for use of the award logo.