Voya 2014 Annual Report Download - page 26

MARKET DATA
In this Annual Report on Form 10-K, we present certain market and industry data and statistics. This
information is based on third-party sources which we believe to be reliable. Market ranking information is
generally based on industry surveys and therefore the reported rankings reflect the rankings only of those
companies who voluntarily participate in these surveys. Accordingly, our market ranking among all competitors
may be lower than the market ranking set forth in such surveys. In some cases, we have supplemented these
third-party survey rankings with our own information, such as where we believe we know the market ranking of
particular companies who do not participate in the surveys.
In this Annual Report on Form 10-K, the term “customers” refers to retirement plan sponsors, retirement
plan participants, institutional investment clients, retail investors, corporations or professional groups offering
employee benefits solutions, insurance policyholders, annuity contract holders, individuals with contractual
relationships with financial advisors and holders of Individual Retirement Accounts (“IRAs”) or other individual
retirement, investment or insurance products sold by us.
Market data sources used with respect to our various segments include:
Retirement.Our Retirement segment sources our market segment leadership positions within the retirement
industry from market surveys conducted by LIMRA, an insurance and financial services industry organization,
and industry-recognized publications such as Pensions & Investments,PlanSponsor Magazine and
InvestmentNews.com. Retirement tracks market segment leadership positions by assets under management
(“AUM”) or assets under administration (“AUA”), number of defined contribution plans, number of defined
contribution plan participants and sales (takeover assets and contributions).
Annuities.Our Annuities segment sources our market segment leadership positions within the annuities
industry primarily from LIMRA market surveys. Annuities tracks market segment leadership positions by assets
under management.
Investment Management.Our Investment Management segment sources our market segment leadership
positions within the investment management industry from Morningstar fund data and industry-recognized
publications such as Cogent Research and Pension & Investments. Investment Management tracks market
segment leadership positions by AUM; and by benchmark or peer median metrics, which as presented measure
each investment product based on (i) rank above the median of its peer category within Morningstar (mutual
funds) or eVestment (institutional composites) for unconstrained and fully-active investment products; or
(ii) outperformance against its benchmark index for “index like”, rules based, risk-constrained, or client-specific
investment products.
Individual Life.Our Individual Life segment sources our market segment leadership positions within the
individual life insurance industry primarily from LIMRA market surveys.Individual Life tracks market segment
leadership positions by premiums sold.
Employee Benefits.Our Employee Benefits segment sources our market segment leadership positions
within the employee benefits industry from LIMRA market surveys and MyHealthguide newsletter
rankings.Stop loss market rankings are derived from MyHealthguide, which does not include most managed
healthcare providers in their market positions survey. The MyHealthguide survey is a recurring publication that
compiles a ranking of stop loss providers and their most recently sourced annual premium data. Employee
Benefits tracks market segment leadership positions by new premiums and in-force premiums.
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