Voya Balanced Large Cap Core-Value SMA | Voya Investment Management
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Voya Balanced Large Cap Core-Value SMA

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

Investment Team

Sean Banai

Sean Banai, CFA

Head of Multi-Sector

Years of Experience: 25

Years with Voya: 25

Sean Banai is head of multi-sector for the fixed income platform at Voya Investment Management. Previously, Sean was a senior portfolio manager and before that head of quantitative research for proprietary fixed income. Prior to joining the firm in 1999, he was a partner in a private sector company. Sean received a BA and an MS in actuarial science from Georgia State University. He holds the Chartered Financial Analyst® designation.

Rajen Jadav, CFA

Portfolio Manager

Years of Experience: 27

Years with Voya: 5

Raj Jadav is a portfolio manager at Voya Investment Management. Prior to joining Voya, Raj was a senior product specialist at Allianz Global Investors where he was responsible for covering and supporting sales and distribution of the global fixed income team’s product offering in North America. Prior to that, Raj was a portfolio manager at AllianceBernstein where he held various positions managing US multi-sector, US TIPS, stable value, global multi-sector and municipal money market portfolios. Raj earned a MA in economics from New York University and a BS in business management and economics from SUNY at Stony Brook. Raj is a CFA® Charterholder.
James Dorment

James Dorment, CFA

Co-Head of Fundamental Research and Portfolio Manager

Years of Experience: 29

Years with Voya: 16

James Dorment is co-head of fundamental research and a portfolio manager for the large cap value strategies at Voya Investment Management. Prior to joining Voya, he was a senior research analyst from Columbia Management. Previously, he worked at U.S. Trust analyzing and investing in a broad range of industries in both public and private equity markets. Jim earned a BA in economics from Bates College and is a CFA® Charterholder.
Vincent Costa

Vincent Costa, CFA

Chief Investment Officer, Equities

Years of Experience: 39

Years with Voya: 18

Vincent Costa is chief investment officer, equities at Voya Investment Management and also serves as a portfolio manager for the active quantitative and fundamental large cap value strategies. Previously at Voya, he was head of the global quantitative equity team. Prior to joining Voya, he managed quantitative equity investments at both Merrill Lynch Investment Management and Bankers Trust Company. Vinnie earned an MBA in finance from New York University's Stern School of Business and a BS in quantitative business analysis from Pennsylvania State University. He is a CFA® Charterholder.
Gregory Wachsman

Gregory Wachsman, CFA

Equity Analyst and Portfolio Manager

Years of Experience: 25

Years with Voya: 7

Gregory Wachsman is a portfolio manager for the large cap value strategies and an analyst covering the financials sector on the large and mid cap fundamental research team at Voya Investment Management. Prior to joining Voya, Greg was an equity analyst at Lord Abbett & Co, where he covered U.S. banks, brokers, specialty finance and exchanges. Prior to that, he worked at UBS Global Asset Management, covering U.S. regional banks and specialty finance. Gregory earned an MBA from The University of Chicago Booth School of Business and a BA from Northwestern University. He is a CFA® Charterholder.

Disclosures

Principal Risk

All investing involves risks of fluctuating prices and the uncertainties of rates of return and yield. As with any portfolio, you could lose money on your investment in the Voya Balanced Large Cap Core Value SMA. Stocks are more volatile than bonds, and portfolios with a higher concentration of stocks are more likely to experience greater fluctuations in value than portfolios with a higher concentration of bonds. Investing in bonds also entails credit risk and interest rate risk. The strategic allocation of the Voya Balanced Large Cap Core Value SMA is expected to remain constant; as a result, the SMA’s performance will depend on the performance of the underlying investment strategies rather than tactical changes to its asset allocations. Market and asset class performance may differ in the future from historical performance and the assumptions used to form the strategic asset allocations for the Voya Balanced Large Cap Core Value SMA. There is risk that you could achieve better returns in an underlying portfolio or other portfolios representing a single asset class than in the Voya Balanced Large Cap Core Value SMA.

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