Stable value funds represent 12% of all DC plan assets, and are in almost 50% of all DC plans¹. However, stable value funds are the least understood and evaluated fund in an investment lineup.
Stable Value Navigator allows for the side-by-side evaluation of up to eight funds, providing a detailed comparative analysis of most stable value offerings. Stable Value Navigator assists Advisors in performing an in-depth analysis of stable value funds, and adds unique value to what an Advisor provides Plan Sponsor Clients.
The tool is designed to help advisors bring a procedurally sound due diligence process to the evaluation and ongoing monitoring of stable value products in their clients’ portfolios.
Evaluation criteria and data specific for what’s
important in stable value fund analysis
Filter funds by product type, active/passive
investment strategy, and platform availability
Professional online and report presentation
that goes beyond typical spreadsheet analysis
In-depth 5 page fund profiles included for each
stable value investment
Educational material and definitions provided for
both Advisors and Plan Sponsors
All stable value investment data is collected
from investment providers quarterly
Individual subscription access available for Plan Advisors. No subscription to any other CFFM product is required!
Enterprise licenses available for
B/Ds, home-offices, RIA aggregators,
and Providers / DCIOs.
Stable Value Data is not accessible from other data sources
Current Money Market Fund Regulations and scrutiny will dramatically increase usage of Stable Value Products
Stable Value Investments are very different than Mutual Funds and demand different data for analysis
Performance data and fund profiles for 55 Stable Value fund products
An Educational Overview on Stable Value Funds
Plan Sponsor Educational Materials
Quarterly Update and Commentary on the Stable Value market.
Most comprehensive database of Stable Value Product data available.
55 Stable Value Product Profiles available, more to be added by Advisor request.
Includes all three types of Stable Value Products
Product Profiles list all share-class and fee information on one master Product Profile.
Performance data available for all Stable Value Product share-classes, over 250 available!
FirmPlus Subscribers can add Stable Value Monitoring onto their current FirmPlus Subscription at any time
Advisors who don’t subscribe to FirmPlus can also receive access to Stable Value Product Profiles
¹ Stable Value FAQ, Stable Value Investment Association (SVIA) website