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Results from Quarterly Stable Value Managers' Survey

In its debut, SVIA collected data covering over $250 billion in Stable Value fund assets from 23 managers covering the Third and Fourth Quarters of 2003. The quarterly Internet survey covers assets, annualized returns, credit quality and duration. Assets grew by over $4 billion from the third and fourth quarters of 2003 to $222.4 billion for total Stable Value assets under direct management, which excludes assets that are sub-advised, and $250.7 billion for total Stable Value assets. Additionally, duration and credit quality increased from 2.99 to 3.48 (duration) and 8.14 to 8.26 (credit quality). Stable Value funds reported an annualized weighted return of 5.05 percent for the third quarter of 2003 and 4.87 percent for the fourth quarter of 2003.

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