Tag: stable value funds

Remember the Real Role of Stable Value

The annualized return from 2000 to 2020 is 4.22% for stable value and 5.25% for stocks. One might expect the difference to be greater.

SEC Money Market Rule Changes Still Playing Out

The SEC made fundamental changes to the rules governing money market funds back in 2014; according to John Faustino at Fi360, the rule changes have created a big opportunity for advisers with stable value fund expertise.

Art by Jackson Epstein

Investment Product and Service Launches

Fi360 acquires stable value research from Blue Prairie Group; Fidelity Investments releases model portfolios using ETFs; and Legg Mason to close three ETFs in March. 

Investment Product and Service Launches

Ticker Tocker and Tradier Integrate to Offer Unlimited Commission-Free Equity Trades; DWS Creates Additional Xtrackers ETFs;  Hueler Analytics Creates Due Diligence Feature Aimed at Fiduciaries; and more.

Investment Products and Services Launches

Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.