Approach
The Voya Balanced Large Cap Core-Value strategy blends strategic asset allocation discipline with the expertise of our equity and fixed income management teams.
Investment Process
A 55/45 multi-asset strategy providing exposure to the investment expertise of the Voya Investment Management equity and fixed income teams in a single strategy.Equity Sell Decision
- Investment thesis is violated
- Stock price full valued
- Yield is at risk of being cut or eliminated
Fixed Income Sell Decision
- Evaluate credit quality continuously – sell deteriorating credits
- Sell bonds that exceed their relative value
- Sell bonds that are no longer consistent with macro (or market) outlook
Performance
Performance
Performance data for this strategy is not available at this time.
Literature
Voya Balanced Large Cap Core-Value SMA Strategy Brief - Merrill Lynch
Date: June 30, 2025
Approved For: Public Use Material
Investment Team
Sean Banai , CFA
Head of Multi-Sector Fixed Income
Years of Experience: 26
Years with Voya: 26
Biography
James Dorment , CFA
Co-Head of Fundamental Research and Portfolio Manager
Years of Experience: 30
Years with Voya: 17
Biography
Gregory Wachsman , CFA
Equity Analyst and Portfolio Manager
Years of Experience: 26
Years with Voya: 8
Biography