Sentences with phrase «stable value strategies»

Consultants recommend stable value strategies over all other capital preservation alternatives, with 94 % of respondents believing clients are very likely or likely to switch to stable value when seeking an alternative to money market funds.

Putnam takes a closer look at the benefits of traditional GICs as part of a strategic allocation within stable value strategies.

Not exact matches

Based on current positioning, we expect the All Asset strategies to benefit from the following return tailwinds: a stable to rising breakeven inflation rate, appreciating EM currencies, convergence of EM - to - U.S. cyclically adjusted price / earnings (CAPE) ratios toward longer - term averages, and appreciation of global value stocks from today's elevated discounts toward longer - term norms.

Our fund lineup incorporates diversification of ideas, strategies, and asset classes, including equity, fixed income, target - date, target - risk, and stable value investment options.

Faced with a substantial decline in the MIP's market value, and with resulting pressure from the wrap providers — which were exposed to liability in the event of significant MIP fund withdrawals — Fidelity responded by adopting an unduly conservative investment strategy that was contrary to the purposes of stable value fund investing, agreeing to allow the wrap providers to charge excessive fees, and charging excessive fees for its own account.

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.

As discussed in Chapter 3, sustainable home ownership requires a stable and adequate individual income to service debt; access to financial institutions; and a strategy to address the high cost of housing against the low value of land in remote communities.

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.»