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A Look Back in Time... Separate Account vs. Pooled Fund Index Returns

When looking at the historical Hueler FIRSTSource Separate Account vs. Analytics Pooled Fund Indices it appears that the difference amongst the two indices has narrowed over time. In the early nineties, the Separate Account Quarterly Index ranged from 7 to 25 basis points higher than the Pooled Fund Quarterly Index. Over the last few years the difference between the indices has narrowed from 1 to 5 basis points.

See Hueler FIRSTSource Separate Account vs. Pooled Fund Index Returns chart.

The FIRSTSource Separate Account Index represents the returns of 180 separately managed Stable Value funds, across 14 managers totaling $66 billion in Stable Value assets. The Analytics Pooled Fund Index is comprised of 25 Stable Value pooled funds totaling $60 billion in Stable Value assets.

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