Section 1.

Firm Section
1. Please provide an overview of your firm.
Firm name: Voya Financial, Inc. (NYSE: VOYA)

Headquarter: New York

Firm Classification: Financial Services

Overview: Founded in 1999, Voya Financial, Inc. is a leading financial services provider
specializing in retirement planning, investments, and insurance. Voya operate through four main
segments: Retirement, Investment Management, Employee Benefits, and Individual Life.

2. Describe your firm’s investment capabilities and assets under management.

Voya Financial offers investment solutions across various asset classes, including public and
private fixed income, equities, multi-asset strategies, and alternative investments catering to
institutions, financial advisors, and individual investors. Voya has 15.3 million customers and
handles assets under management of $814 billion.

3. Please discuss your firm’s approach to ESG investing.

Voya prioritizes ESG (Environmental, Social, and Governance) in its business practices. Their focus
on responsible conduct extends back to their founding, aiming to create a secure financial future
while promoting environmental well-being. Key areas include operational efficiency, a
responsible supply chain, and social/financial inclusion initiatives that benefit employees, clients,
and communities. Additionally, strong governance practices ensure transparency and ethical
behaviour.

4. How does your firm define diversity? What is your firm’s approach to Diversity, Equity
and Inclusion?
Voya champions Diversity, Equity, and Inclusion (DE&I) across its workforce, clients, and
communities. They believe an inclusive environment fosters better performance, innovation, and
employee engagement. Everyone at Voya is responsible for creating a welcoming atmosphere
that celebrates individual differences and strengthens the company as a whole.

Section 2. Product Section

1. What is the strategy’s objective relative to its benchmark?

The Core Plus Fixed Income strategy aims to outperform the Bloomberg U.S. Aggregate Bond
Index over a full credit cycle by investing across the fixed income spectrum, including below
investment grade securities (up to 20%).
2. Describe your philosophy with respect to the strategy.

The Core Plus Fixed Income strategy believes in-depth security research combined with
economic and credit cycle awareness is crucial for finding good investments and managing risk.
The product prioritizes security selection, sector allocation for value, and constant risk
management.

3. Provide an overview of your investment process.

A team analyses both top-down and bottom-up research insights and builds a model portfolio
considering client goals. Then, individual sector teams research and trade specific bonds based
on the model.

4. How did the portfolio perform over the last quarter?

Over the last quarter (ending March 31, 2024), the Core Plus Fixed Income strategy slightly
outperformed the Bloomberg U.S. Aggregate Bond Index. The strategy's gross return was 1.02%,
while the net return was 0.99%. The index, on the other hand, had a return of 0.92%. Since
inception the strategy has provided better returns than the Index.

5. What is your current market outlook?

The strategy slightly outperformed the benchmark in the last quarter (ending March 31, 2024),
which could suggest the portfolio managers believe in continued, but potentially slower,
economic growth. The underperformance over the past year compared to the benchmark might
indicate the managers are cautious about future market fluctuations.