Voya’s approach examines the benefits of incorporating alternatives in target date funds by integrating within glide path design critical elements such as risk premia, skill premia and excess returns relative to fees.
With tapering worries in the rearview, attention has returned to the inflationary environment.
Making sense of the massive amounts of ESG inputs with machine intelligence systems.
Voya’s approach examines the benefits of incorporating alternatives in target date funds by integrating within glide path design critical elements such as risk premia, skill premia and excess returns relative to fees.
What do sponsors want from DC specialists that service their plans? And how does that differ from DC specialists’ perception of what their clients are looking for? Voya Investment Management identifies unmet needs and emerging opportunities by exploring disconnects between the perceptions of plan sponsors and DC specialists.
With tapering worries in the rearview, attention has returned to the inflationary environment.
Highlights from the week of November 12 – November 18, 2021.
Global stocks saw mixed returns in choppy markets. Worry ratcheted up as Fedspeak flagged inflation-driven risks of accelerated tapering and rate tightening, and renewed Covid lockdowns in Europe clouded the global economic outlook.
Global stock markets posted mixed results for the week, with pullbacks in the major U.S. indexes. The pullback was attributed to intensifying inflation worries after an upside surprise in October CPI.
Harnessing alpha and diversification potential through efficient portfolio construction
The breadth and depth of Environmental, Social, and Governance data that investors currently have at their disposal is “a good problem to have”, as it highlights the normative sea-change over the past decade towards a now crucial commitment that companies must make to ESG transparency. Machine learning can help in discerning – and when necessary, creating - signal from noise.
Global stock markets broadly advanced; the major U.S. indexes posted a fifth straight week of gains. Despite some volatility, markets rose on strong jobs growth, the start of tapering and an upbeat earnings season.
Voya’s Large Cap Value team believes that excess capital yield (ECY) provides a holistic view of the amount of capital a company has available to create value. We apply our ECY framework to evaluate stocks from a relative value perspective and construct a diversified portfolio with a higher yield than the benchmark.