Research
Stable value for capital preservation and diversification
Stable value strategies offer principal preservation and competitive income that have the potential to outpace inflation, with limited volatility.
Key Takeaways
- Stable value strategies are conservative retirement investments that have performed well relative to other principal preservation strategies in varying market and interest rate environments.*
- Historically, stable value strategies have provided attractive diversification benefits in 401(k) plans, and have generally generated yields that have outpaced inflation.
- In volatile interest rate environments, stable value strategies can be appealing because of their short duration and potential for steady returns.
- Plan sponsors should be aware of the unique construction of stable value strategies and portfolio management considerations.
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Stable value for capital preservation and diversification
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* See Exhibits 1 and 2 in full paper. Past performance is no guarantee of future results.
Diversification does not ensure a profit or guarantee against a loss.
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