This preliminary manager report is being released in advance of the full report. Figures provided in this report are preliminary and subject to change as more data providers submit information to the SVIA. Please review the product asset figures to gauge completeness. The full Quarterly Characteristics Survey Report will replace this preliminary report as soon as it is available.
If participants don’t want to take on additional risk, they might opt to put all their savings in a defined contribution plan into something more stable, such as a stable value or money market fund, rather than a target-date fund.
In a collaborative effort between Valerian Capital Group and the Actuarial Science Department of the University of Lyon, this research offers crucial insights into the driving factors behind participant cash flows for individually managed stable value funds.
This new SVIA resource provides a helpful overview on market-to-contract ratios, including what they are, how they impact funds, and how they have changed with market environments over the years.
The Value Program membership recognizes the differing levels of financial support that members provide to help SVIA accomplish its mission.
1800 Diagonal Road
Suite 600
Alexandria, VA 22314
Phone: (202) 873-9567
Mail: info@stablevalue.org
