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
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
Date: December 31, 2025
Approved For: Public Use Material
Date: December 31, 2025
Approved For: Public Use Material
Investment Team
Sean Banai , CFA
Head of Multi-Sector Fixed Income
Years of Experience: 27
Years with Voya: 27
Biography
James Dorment , CFA
Portfolio Manager and Co-Head of Fundamental Research
Years of Experience: 31
Years with Voya: 18
Biography
Gregory Wachsman , CFA
Equity Analyst and Portfolio Manager
Years of Experience: 27
Years with Voya: 9
Biography