What is Stable Value Navigator?



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. 



Stable value funds represent 12% of all DC plan assets¹

Key Features



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Evaluation criteria and data specific for what’s important in stable value fund analysis

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. 



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Filter funds by product type, active/passive investment strategy, and platform availability

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. 



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Professional online and report presentation that goes beyond typical spreadsheet analysis

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. 

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In-depth 5 page fund profiles included for each stable value investment

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. 



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Educational material and definitions provided for both Advisors and Plan Sponsors

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. 



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All stable value investment data is collected from investment providers quarterly

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. 



Stable Value Investment Database



  • ‚ÄčLargest Stable Value Database available for Advisor use
  • Over 55 Stable Value Funds available
  • Data represents over 30 Stable Value Fund Managers and $450 BB AUM

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. 

General
Accounts

Insurance Company SAs


SA Composites


Synthetic GICs

15 Products $200 BB

9 Products $18 BB

5 Products $284 BB

27 Products $145 BB




Access & Subscriptions





Stable Value Navigator Desktop

For Plan Advisors

Individual subscription access available for Plan Advisors. No subscription to any other CFFM product is required!

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. 



For Other Industry Groups

Enterprise licenses available for B/Ds, home-offices, RIA aggregators, and Providers / DCIOs.

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. 





Supercharge your stable value
investment analysis

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Why Use Stable Value Monitoring?

  • 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

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ToolBox

 

Stable Value Monitoring Toolkit

  • 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.

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Database

 

Stable Value Database Highlights

  • 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!

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Key

 

Access & Subscriptions

  • 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





No more searching for data and insights
on stable value investments

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¹ Stable Value FAQ, Stable Value Investment Association (SVIA) website