This session will review Voya’s Consistency Lens, a proprietary fund evaluation process to help identify actively managed mutual funds with historically consistent and sustained performance over time.
Bottom line benefit is less uncertainty and stress for clients and a powerful, differentiated way for advisors to increase their value proposition. Advisors will walk away from this presentation with a clear understanding of how to apply the Consistency Lens in their practice.
One hour of CE credit for the following designations/certifications: CFP / CPE / CRPC / IMCA(CIMA/CPWA) / PACE / RP
Biography
Joseph M. Labella, CAIA, CIMA® is Retirement Strategist for Voya Investment Management. In his role, Joe works with Voya’s intermediary sales and business development teams to provide financial advisors with unique, strategic and consultative discussion on key retirement issues while providing investment expertise in the form of portfolio evaluation and analysis.
Joe has over 20 years of financial services experience having worked at Morgan Stanley in various roles then becoming a Sr. Portfolio Strategist with UBS Wealth Management. In 2006, he joined Quan-Vest Consultants, which caters to institutional pension, welfare and annuity plans, endowments, public and Taft-Hartley funds. More recently, Joe was Director of Investments for 3 Dimensional Wealth Advisory where he managed investments for 401(k), 403(b), endowments, and high net worth clients.
Joe has obtained the Certified Investment Management Analyst (CIMA®) certification, as well as the Chartered Alternative Investment Analyst (CAIA) designation. Joe has obtained the Series 7, 63 and 65 licenses and has a B.A. in Economics from Fairfield University.