Rick Perry

Voya IM offers differentiated solutions across fixed income, equity and multi-asset platforms, including private markets and alternatives. The firm’s equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. Top-down macro themes shape overall fixed income strategy and provide the context for bottom-up security selection.

WRIMCO seeks to achieve an objective of total return by allocating assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. The firm may invest in US and foreign securities. Accounts managed in this style may invest up to 100% of total assets in foreign securities, and in securities denominated in currencies other than US dollar. They may allocate its investments among these different types of securities in different proportions at different times, including up to 100% in stocks, bonds, or short-term instruments, respectively. WRIMCO may sell a security if the price of the security reaches what they believes is fair value to reduce the account’s holdings in that security, to take advantage of what it believes are more attractive investment opportunities or to raise cash. WRIMCO employs a fundamental, bottom-up investment process that is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently.

AEGON investments are comprised primarily of bonds, with remaining assets invested in commercial mortgage loans, alternative investments and equities. The firm seeks to identify unrecognized growth potential in markets and individual stocks through a combination of active top-down and bottom-up analysis. Their investment process employs fundamentally driven research that is supported by quantitative analysis which results in the screening and ranking of markets and stocks and consistent implementation across portfolios. Though not limited by sector, the firm tends to invest in the stocks of small-cap and mid-cap companies in the finance, utilities, technology services and non-energy minerals sectors. AEGON maintains a low turnover rate.

Provides assurance, tax and consulting services

Functions as a College/University

Functions as a College/University

Aegon AM US provides active management of portfolios that invest primarily in fixed income assets classes, but also may utilize equities, loans, and derivatives. The investment process for most of the firm's fundamental fixed income investment strategies combines top-down macroeconomic outlooks with bottom-up credit research in a procedure overlaid with risk monitoring and risk management. This disciplined process emphasizes consistent research and analysis of fundamentals, sentiment and positioning, technical, and valuation.