ICI Quarterly Retirement Market Data covering assets under management for many retirement-related categories. This data is used with the SVIA annual survey data to calculate stable
This file charts the quarterly returns, volatility, and potential growth of a dollar from 1989 onward between the iMoneyNet MFR Money Funds Index, Barclays Intermediate
The Annualized Survey Data file contains most of the overall data points from the annual survey compared from 2007 onward in one excel file. NOTE:
This chart compares the total stable value assets under management as reported by SVIA surveys with the total DC assets as reported by ICI from
Yearly data provided by EBRI covering retirement plan asset allocations, account balances, and loan activity. NOTE: SVIA is unable to directly provide this data due
This report contains statements of fact relating to economic conditions generally and to parties other than Aon Investments USA Inc. (“Aon Investments”). Although these statements
The SVIA Historic Survey conducted in 2014 includes data on assets under management, crediting rates, market-to-book ratios, portfolio durations, numbers of issuers, and portfolio allocations
Download PDF A study by David F. Babbel of The Wharton School, University of Pennsylvania; Miguel A. Herce, Charles Rivers Associates. Little in the scholarly