
Authors & Contributors

Douglas Barry, CFA

Julie Carney
In this first of a two-part series, we examine the structural factors that we believe plan sponsors should consider when selecting a stable value investment vehicle.
Stable value products can differ materially in their vehicle structures, termination provisions, portfolio composition, risk/return objective, fees, and administrative complexity, making apples-to-apples comparisons difficult. We believe that a two-pronged approach can remove some of the difficulties of making a direct comparison. The optimal solution lies in the intersection between the preferred vehicle structure and the investment strategy that aligns with a plan sponsor’s risk/return expectations.
Related
Strategies
Stable Value
Insights
Manager Insights
Evaluating a Stable Value Strategy
Manager Insights | White Paper | Liquidity
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Manager Insights
Stable Value vs. Money Market Yields Through Rate Cycles
Manager Insights | White Paper | Income | Fixed Income
Read

Manager Insights
The Importance of Structured Liquidity in Stable Value Portfolios
Manager Insights | White Paper | Fixed Income
Read
