Voya Expands AMA Program with Private Equity, Credit and Real Estate Allocation
VOYA•Voya Financial expanded its Advisor Managed Accounts program to enable registered investment advisors to allocate plan participants’ portfolios into private equity, private credit and private real estate investments. The updated AMA now integrates V-ALT collective investment trusts and Blue Owl’s OWLCX and ORENT trusts for diversified retirement allocations.
1. New Private Asset Capabilities
Voya Financial has enhanced its Advisor Managed Accounts (AMA) program to allow registered investment advisors to include private market investments within retirement portfolios. Clients can now access private equity, private credit and private real estate allocations through their personalized, professionally managed accounts.
2. Integration with Collective Investment Trusts
At launch, advisors will deploy Voya Investment Management’s V-ALT collective investment trusts alongside Blue Owl’s Alternative Credit CIT (OWLCX) and Real Estate Net Lease CIT (ORENT). Voya’s governance process will continue to evaluate and add additional managers and strategies to maintain disciplined portfolio construction and long-term participant outcomes.
3. Background and Participant Benefits
Since its 2021 debut, the AMA program has delivered education and personalized portfolio management to plan participants. This expansion broadens diversification opportunities, helping participants navigate complex investment options and potentially enhance retirement outcomes through structured private market exposure.
