Stable Value Fund Management

Benefit & Investment Consulting can assist your organization in the management of a Stable Value Fund. We apply prudent management techniques in the key areas of:

Credit analysis

Diversification

Contract management

Liquidity management

Duration decisions

Asset allocation decisions

Our goal is to deliver these services in a cost effective manner in order to maximize the return and minimize the risk of your Stable Value portfolio.

Historically, Stable Value has been the single most popular defined contribution investment. The Stable Value option is attractive to two types of defined contribution participants: those seeking principal safety and those seeking to diversify their investments. Stable Value funds tend to have average returns comparable to those available on medium-term bond funds, but with much less volatility in annual earnings. In addition, the low volatility in Stable Value returns increases the diversification benefits it offers with other typical investment options for defined contribution plans, especially common stocks.