Global Bond | Voya Investment Management

Global Bond

Approach

The Global Bond strategy Invests in broad global bond sectors including a wide range of debt and currency instruments. We believe that intensive security level research paired with a broadly informed awareness of the economic and credit cycle is critical to identifying superior investment opportunities and managing downside risk.

Key Benefits

  • A blended and diversified investment process driven by fundamental analysis for duration, yield curve and macro-economic factors and quantitative analysis for currency management and sector relative value analysis
  • May invest in bonds and currencies of more than 20 different countries in seeking to exploit inefficiencies in markets around the world
  • Proprietary risk budgeting and management tools guide portfolio construction

Performance

Performance

As of 3/31/241 Month3 MonthYTD1yr3yr5yr10yrSince Inception (8/01/06)
Composite Gross0.73-1.41-1.412.65-4.34-0.490.883.76
Composite Net0.70-1.52-1.522.19-4.77-0.920.493.36
Index*0.55-2.08-2.080.49-4.73-1.17-0.072.16

* Bloomberg Global Aggregate Index

Past performance does not guarantee future results.

Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.

The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.

Literature

Investment Team

Matt Toms

Matt Toms, CFA

Chief Executive Officer

Years of Experience: 30

Years with Voya: 15

Matt Toms is the chief executive officer of Voya Investment Management, the asset management business of Voya Financial. As CEO, Toms leads the strategic direction and operational performance of Voya Investment Management, which manages strategies spanning public and private fixed income, equities, multi-asset solutions and alternative strategies for institutions, financial intermediaries and individual investors. Voya Investment Management has domestic offices in New York City, Atlanta, San Diego and San Francisco, among others, as well investment teams in London, UK. Matt has over 30 years of asset management experience, both domestically and internationally. Prior to becoming CEO, Matt was global chief investment officer and CIO of fixed income at Voya Investment Management and led a team of investment professionals with broad oversight of Voya’s public fixed income, private fixed income and alternatives, equities, and multi-asset strategies and solutions. Before joining Voya, Matt worked at Calamos Investments, where he built their fixed income business. He also has prior portfolio management experience at Northern Trust and Lincoln National. Matt serves on Voya Financial’s Executive Committee and is a board member of Pomona Capital. He earned a BBA from the University of Michigan and is a CFA® Charterholder.
Sean Banai

Sean Banai, CFA

Head of Portfolio Management

Years of Experience: 25

Years with Voya: 25

Sean Banai is head of portfolio management 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.
Brian Timberlake

Brian Timberlake, PhD, CFA

Head of Fixed Income Research

Years of Experience: 21

Years with Voya: 21

Brian Timberlake is the head of fixed income research at Voya Investment Management, responsible for managing the organization’s global fixed income research analysts as well as the coordination of macroeconomic data across the fixed income platform. His team is responsible for macro and quantitative fixed income research and provides additional assistance to individual sector groups and the risk management team. In addition, Brian is a named portfolio manager on several global and opportunistic fixed income products. Previously at Voya, he was the head of quantitative research where he helped develop an integrated, automated tool for interest rate hedging, created multifactor risk models, and was integral to the design and monitoring of customized client portfolios. Prior to that at Voya, he was a senior quantitative analyst. Brian earned a PhD in chemical engineering and an MS in quantitative and computational finance from the Georgia Institute of Technology, and a BS in chemical engineering from the University of Maryland. He is a CFA® Charterholder.

Disclosures

Principal Risk

Foreign investing poses special risks, including currency fluctuation, and economic and political risks not found in solely domestic investments. Emerging market securities may be especially volatile. The strategy may use derivatives such as options and futures, which can be illiquid and may disproportionately increase losses and have a potentially large impact on performance. The strategy is subject to both credit and interest rate risk. The share price and yield will be affected by interest rate movements, with bond prices generally moving in the opposite direction from interest rates. High yield, below-investment-grade debt securities may include issues that are highly speculative and more volatile. To the extent that the strategy invests in mortgage-related securities, its exposure to prepayment and extension risks may be greater than investments in other fixed income securities. Other risks include but are not limited to borrowing/leverage risks, debt securities risks, non-diversification risks, risks associated with other investment companies, price volatility risks, inability to sell securities risks and portfolio turnover risks.

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