Morningstar Article Highlights the Use of Stable Value in Target Date Funds
A shift is underway in target date funds, with stable value increasingly replacing traditional bond exposure inside default portfolios. Many newer target date series now embed stable value directly into their glide paths, particularly for participants approaching or in retirement, emphasizing principal protection and return smoothing over interest-rate sensitivity.
Emerging Trends in Stable Value
The stable value market is evolving. This session explores new practices, innovative strategies, and the challenges shaping the future of the asset class. Industry leaders will share how peer firms are responding to today’s market dynamics and opportunities for product innovation.
Job Posting: Product Management Specialist
Prudential’s Stable Value In-force Product Management team is looking for a Product Management Specialist with strong analytical and quantitative skills. Prudential is a top Stable Value provider serving the Defined Contribution Retirement, 529 College Savings, Bank Owned Life Insurance, and Health Savings Account markets. The in-force book of business totals over $70 billion across 400+ […]
Stable Value Players Meet Amid Recovering Market, Decumulation Push
Stable value fund industry players met in Washington, D.C. this week in what should be a more attractive interest rate environment for the tax-qualified-only retirement plan investment vehicle.
Stable Value Trends: Steady Performance, Careful Risk Management
Representatives of stable value managers and wrap providers shared similar stories during the panel presentation—stories about how they’re working to ensure that stable value continues to deliver what it promises for the millions of retirement plan participants who invest in the asset class. And stories about how they’re succeeding.
Artificial Intelligence: Applications for the Stable Value Industry
The stable value industry is built on a foundation of contracts: guaranteed investment contracts, contract value wrap contracts, and group annuity general and separate account contracts. For anyone employed in the industry, those contracts make for a lot of reading. They also make a lot of work for lawyers. But soon, drafting, reading, and interpreting stable value contracts could become much faster and easier thanks to advances in artificial intelligence.
Experts See Continued Pressure—and Some Opportunity—in Commercial Real Estate
The commercial real estate market remains under pressure but isn’t without opportunity for stable value managers, say four industry experts who spoke at the 2023 SVIA Fall Forum.
Plan Sponsors Affirm Vital Role for Stable Value in Retirement Plans
The Federal Reserve’s battle against inflation has sent short-term interest rates soaring faster than stable value crediting rates. But many plan sponsors continue to see stable value as the best long-term capital-preservation investment option for defined contribution retirement plans.
Exploring a New Frontier: Multi-Asset Stable Value
Stable value funds invest predominantly in short- to medium-term fixed income securities. Now, researchers at Vanguard Group are looking into whether a stable value fund invested in a mix of stocks and bonds, and incorporated into a target-date fund, might offer advantages to target-date investors.