Voya Financial, Inc. Form 8-K Summary
Business Context and Reporting Period
This Current Report on Form 8-K was filed by Voya Financial, Inc. on January 25, 2019. The filing serves as a Regulation FD disclosure to provide Assets Under Management (AUM) data for the Investment Management (IM) segment prior to the scheduled release of quarterly earnings for the period ended December 31, 2018.
Key Financial Metrics
The filing focuses exclusively on AUM metrics for the IM segment as of December 31, 2018. No revenue, profit, cash flow, margin, debt, or liquidity figures are provided in this document.
| Metric | Value |
|---|---|
| Total IM Segment AUM | $203 billion |
| IM-sourced external client assets | $86 billion |
| Affiliate-sourced external client assets | $34 billion |
| Variable annuity-sourced external client assets | $27 billion |
| Company general account assets (Statutory book value) | $56 billion |
| Company general account assets (Market value) | $58 billion |
Material Changes
The filing text does not provide comparative data for the prior period; therefore, material changes versus the prior comparable period cannot be determined from this document.
Guidance, Outlook, and Risks
The Company indicated that the full quarterly earnings release and financial supplement for the quarter ended December 31, 2018, are scheduled for release on February 5, 2019. The filing notes that the information provided is not deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934 and is not incorporated by reference into other filings unless expressly stated.
Investor Verification Checklist
- Verify the full quarterly earnings release scheduled for February 5, 2019, for revenue and profitability metrics.
- Confirm the distinction between statutory book value and market value reporting for general account assets.
- Review the upcoming financial supplement for year-over-year AUM growth trends.