For retired investors and investors approaching retirement, the impact of large investment losses is particularly devastating. Voya developed the methodology to help advisors better understand the sources of downside risk in their overall book of business. Our method of evaluating investments can mean better retirement outcomes for clients and a differentiated way to enhance your value proposition.
Putting Our Methodology to Work
In today’s regulatory environment, it is important to find new ways to strengthen your fund selection process and integrate it into your practice. Staying ahead of industry changes, instead of reacting to them, can put you in a position to offer better solutions to your clients.
Voya Investment Management is continually seeking ways to help advisors develop deeper relationships with clients. Our methodology is designed to complement your existing approach to constructing effective retirement investment strategies for clients and we believe, can be used to strengthen your due diligence process in three ways:
This information is proprietary and cannot be reproduced or distributed. Certain information may be received from sources Voya Investment Management (“Voya IM”) considers reliable; Voya IM does not represent that such information is accurate or complete. Certain statements contained herein may constitute "projections," "forecasts" and other "forward-looking statements" which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial data. Actual results, performance or events may differ materially from those in such statements. Any opinions, projections, forecasts and forward-looking statements presented herein are valid only as of the date of this document and are subject to change. Nothing contained herein should be construed as (i) an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. Voya IM assumes no obligation to update any forward-looking information.
Neither Voya® nor its affiliated companies or representatives provide tax or legal advice. Please consult a tax adviser or attorney before making a tax-related investment/insurance decision.