Sentences with phrase «stable value portfolio»

* We typically provide stable value management on a discretionary basis, but can also be retained in a consulting capacity to provide pertinent information on all aspects of a stable value portfolio.

We customize stable value portfolios as well as fixed income portfolios that are used as underlying investments in a stable value fund or as a stand - alone solution.

Not exact matches

«HCGRT's value proposition of achieving stable, predictable returns from a growing portfolio of single tenant buildings leased to federal government agencies is compelling to me as a financial professional.

(If you're looking to remove some rate risk from your 401 (k) portfolio, check if there is a so - called stable value fund in your plan; the average current yield is 1.8 percent, according to Hueler Analytics.)

If your portfolio is well diversified with assets that tend to perform differently from each other — international stocks, small company stocks, large company stocks, bonds and real estate — then when one asset class is losing value, you can rely on holdings in another asset class that are more stable or perhaps increasing in value.

Stable value products invest their funds in a «high - quality diversified fixed income portfolio,» according to the Stable Value Investment Association website (http://stablevalue.value products invest their funds in a «high - quality diversified fixed income portfolio,» according to the Stable Value Investment Association website (http://stablevalue.Value Investment Association website (http://stablevalue.org).

Stable value funds, which are available only within DC plans, invest in a diversified portfolio of high - quality, short and intermediate term fixed income securities through the use of investment contracts.

A healthy dollop of investment - grade fixed income that isn't overly sensitive to interest rates helps produce reliable income and keeps portfolio values stable.

Knowing your team won't make the deadline, you decide to change your 401k investments out of company stock and into the stable value fund so that your portfolio won't suffer if Wall Street doesn't like the news.

In general, underlying portfolio performance was weak during the most recent quarter due to a sell - off in many of the fixed income markets, according to Blue Prairie Group's (BPG) Stable Value Database Executive Summary.

This article gives a brief summary of what stable value funds are and where they can be found, as well as a brief synopsis of how they fit into portfolios and their potential risks.

We believe the best way to maximize stable value performance is through quantitative portfolio construction focused first on client needs combined with empirically supported risk / return expectations.

If I were managing assets for a pension fund, I would assemble a stable of new - ish value managers, and that would be 70 % of my portfolio, with 30 % investment grade bonds.

The Portfolio seeks to maintain a stable net asset value of $ 1.00 and a weighted average maturity of 60 days or less, with the maximum maturity of 762 days for government floating rate notes / variable rate notes and will not exceed 397 days for other securities.

We like BtM because the book value in the numerator is more stable over time than earnings or cashflow, which is important for keeping turnover down in a value portfolio.

While we expect our clients» portfolio values to trend higher over the long run, focusing on dividend growth provides a more stable estimate of what matters most in retirement: Portfoliportfolio values to trend higher over the long run, focusing on dividend growth provides a more stable estimate of what matters most in retirement: PortfolioPortfolio Income.

Now my portfolio is 77 % cash (money market and Stable value funds) and my equity exposure is down to 6 % while the GM and GMAC junk bonds are also 6 %.

The investment manager for the stable value fund invests in a portfolio of intermediate term bonds with an average duration of approximately three to four years that will provide a significantly higher interest rate, or yield, than for example the short - term (average 60 days or less) securities typically held by a money market fund.

A recently filed lawsuit accuses Fidelity Management Trust Company of engaging in imprudent investment strategies for the Fidelity Group Employee Benefit Plan Managed Income Portfolio Commingled Pool (MIP), a stable value fund offered as an investment option in some 401 (k) plans for which Fidelity was trustee.

Direct Portfolio, Smart Choice, and Stable Value Plus can be opened directly by you.

CollegeInvest ®, Prepaid Tuition Fund ®, CollegeInvest Direct Portfolio College Savings PlanSM, CollegeInvest Smart Choice College Savings PlanSM CollegeInvest Stable Value Plus College Savings PlanSM, CollegeInvest Scholars Choice ProgramSM, Education Cents Making Sense of Your Finances ™, Education Cents ™ and Scholars Choice ® and CollegeInvest's logos and designs are the trade names, trademarks and service marks of CollegeInvest.

You can enroll directly for the Direct Portfolio Plan, the Smart Choice Plan, or the Stable value Plan.

When a stock in a mutual fund's portfolio splits, the value of the mutual fund remains stable.

Since a mutual fund's net asset value (NAV) is based on the total value of its entire portfolio, less expenses, and since the value of any stock investment is not affected by a split, the value of a mutual fund remains stable when a stock in its portfolio splits.

We like [book - to - market capitalization] because the book value in the numerator is more stable over time than earnings or cashflow, which is important for keeping turnover down in a value portfolio.

A portfolio manager in Fidelity's Fixed Income Division, Chan is responsible for managing stable value assets in institutional separate accounts and investment pools.

This addition to Freshwater portfolio is in line with our strategy of buying value - add properties in solid markets and generating stable cash flow for our investors.»