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A Word about Alternate Investments

This issue of Stable Times provides several stable value managers’ views on alternative investment strategies. These managers define and explain their views on the specific strategies that they have adopted in their investment guidelines. According to the latest SVIA Annual Stable Value Fund Investment and Policy Survey covering $397 billion in stable value assets at the end of 2005, 9 percent of assets fell into the ‘other’ category, which includes alternative investments. We also hear from a manager who does not use alternative investments in their stable value fund. While the array of articles highlights a few of the many investment strategies that stable value managers can use, the articles do not represent an industry or association position on any or all of the investment strategies profiled. The articles do show that stable value managers may use different investment strategies, but all are striving to ensure that stable value funds continue to provide principal stability with competitive, conservative returns that 401(k) participants and plan sponsors have come to expect.

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