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Home > Library > Stable Times > Volume 3, Issue 1  The quarterly publication of the Stable Value Investment Association First Quarter 1999 • Volume 3 Issue 1 It's in the NumbersBy Gina Mitchell, President, SVIA It seems like a very simple, straightforward question: What is the asset-size for stable value investments? However, if you are the one trying to answer it, you may find yourself hedging and eventually digging for information. Common sources for data such as the Federal Flow of Funds do not appear to track it as a stand-alone category. The Department of Labor's 5500 forms always run more than a few years behind. This issue's "Stable Value: Marching into the New Millennium," illustrates the need for information. The article starts off by painting a rather dire picture for stable value: assets falling in a four-year period from 27% to 13.6%. What these numbers reflect is a decline in market share and a tremendous growth in defined contribution assets. The growing denominator for 401(k) assets can be attributed to some degree to investment performance and the power of compounding interest. Most of the growth however, has come from the shear number of dollars going into these tax-deferred retirement plans. SVIA has tried to provide stable value asset information in two ways. We have tracked the size of the stable value industry through the joint SVIA-LIMRA survey and the Annual Stable Value Investment Portfolio Survey. However, our answers in both surveys also have limitations: participation. We need to broaden our stable value base. We need your participation. Having the results of SVIA's 1997 Annual Stable Value Investment Portfolio Survey at your fingertips shows the wealth of information that the survey collects. This information can be used to benchmark yourself against fellow SVIA members. The survey also puts SVIA on the map in Washington where opinions are plenty and supporting data is limited. You can help as we begin the 1998 Investment Portfolio Survey by taking a minute to provide the contact information, which directs the survey to the individuals in your firm responsible for compiling the data. As our visibility increases SVIA will continue to be asked this very basic question-how big is stable value? With your help, we can be the voice for the stable value industry by answering the question accurately and in a timely fashion.
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