Custom-designed risk-based global multi-asset model portfolios structured to help investors build wealth over the long-term.

Providing access to well-recognized managers

Columbia Threadneedle Investments, Blackrock iShares, Fidelity Investments, MFS Investment Management, Vanguard, T. Rowe Price, Voya Investment Management

Pioneer of the multi-manager² approach with over 20 years of experience

Our multi-disciplined Multi-Asset Strategy and Solutions team seeks to help your clients pursue their long-term goals by delivering innovative, thoughtful and reliable investment solutions.

Our Team

Featured Insights

1 Using diversification and/or asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets. 

2 Multi-manager” refers to the use of investment managers including Voya Investment Management and outside managers, which may be offered through affiliated sub-advised funds.

Principal Risks: Portfolio Risk: The portfolio is subject to risks associated with the underlying funds including but not limited to alternative investment risk, credit risk, emerging markets risk, ETF risk, interest rate risk, international markets risk, market risk and sector risk. See the prospectus for each fund for a definition of these and other specific risks associated with the underlying funds. Neither asset allocation nor diversification assure a profit or protect against loss. Alternative investment strategies and structures may involve substantial risks, may be more volatile than traditional investments, and are designed to be low or noncorrelated to traditional equity and fixed income markets. There are risks associated with an investment in a bond fund, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer-term securities. Commodity investments may be affected by the overall market and industry- and commodity-specific factors, and may be more volatile and less liquid than other investments. Concentration Risk: The concentration of exposure to any one asset class, industry, or issuer limits diversification and increases risk. The strategy holds instruments from several issuers across various sectors to reduce risk. Credit Risk: An issuer may fail to repay an obligation as promised. All securities are rated investment grade by the major rating agencies. Strategy managers typically invest in BBB rated or better securities. In-house credit analysts constantly review security holdings. Risks are enhanced for emerging market issuers. In general, equity securities tend to have greater price volatility than debt securities. The market value of securities may fall, fail to rise or fluctuate, sometimes rapidly and unpredictably. Environmental, Social and Governance (ESG) risk has factors that may cause the portfolio to forgo certain investment opportunities and/or exposures to certain industries, sectors or regions. ETFs trade like stocks, are subject to investment risk and will fluctuate in market value. ETFs may trade at a discount to NAV, are subject to tracking/correlation risk and shareholders bear additional ETF expenses. There are risks associated with fixed-income investments, including credit risk, interest rate risk, and prepayment and extension risk. In general, bond prices rise when interest rates fall and vice versa. This effect is usually more pronounced for longer term securities. Growth securities, at times, may not perform as well as value securities or the stock market in general and may be out of favor with investors. A rise in interest rates may result in a price decline of fixed-income instruments held by the fund, negatively impacting its performance and NAV. Falling rates may result in the fund investing in lower yielding debt instruments, lowering the fund’s income and yield. These risks may be heightened for longer maturity and duration securities. International investing involves certain risks and volatility due to potential political, economic or currency instabilities and different financial and accounting standards. Generally, large-cap companies are more mature and have limited growth potential compared to smaller companies. In addition, large companies may not be able to adapt as easily to changing market conditions, potentially resulting in lower overall performance compared to the broader securities markets during different market cycles. Loan investments present issuer default risk. Market Risk may affect a single issuer, sector of the economy, industry or the market as a whole. Investments in real estate are subject to illiquidity, valuation and financing complexities, taxes, default, bankruptcy and other economic, political or regulatory occurrences. The fund may invest significantly in issuers within a particular sector, which may be negatively affected by market, economic or other conditions, making the fund more vulnerable to unfavorable developments in the sector. Investments in small-cap and mid-cap companies involve risks and volatility greater than investments in larger, more established companies. Value securities may be unprofitable if the market fails to recognize their intrinsic worth or the portfolio manager misgauged that worth .