Expand Your Fund Evaluation Methodology

Sponsors are behind the curve in using risk-assessment tools to gauge the suitability of investments, and will need advisors to fill this gap. The graph below illustrates the gauges advisors most commonly use to evaluate investments:

Advisors mostly use performance metrics, advanced metrics less recognized1

Advisors mostly use performance metrics, advanced metrics less recognized

Source: Voya Investment Management

Expertise will be of particular importance to gauge the suitability of investments for clients, and advisors will need a rigorous methodology. An effective way to evaluate plan investments is to familiarize yourself with Voya’s Consistency Lens™ methodology, which includes six factors that can help identify potential for consistent, repeatable results over time. Read Applying a Consistency Lens™ to Fund Evaluations to learn more about the methodology and how you can put its power to work.

Survey of the Retirement Landscape: Insights from Current Research

Voya Investment Management recently released the second edition of its survey of retirement plan sponsors and plan advisors, to identify and better understand the current service needs of sponsors and help DC-focused advisors better align their offerings and priorities to meet those needs. Though some perceptions have changed since the initial survey in 2016, views on a few key issues have evolved and several new issues have arisen. We present key findings of the study in this series of insights. For all the research results, read Survey of the Retirement Landscape: Challenges and Opportunities for Advisors.

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1 Question: Which of the following are the most important factors in selecting investment options used for clients’ retirement plan menus?

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