1 / 6

Lifting The Veil On Stable Value

Lifting The Veil On Stable Value. Panelists : Jim Roche – The Standard | Marian Marinack – Federated Speaker – Prudential | Moderated by : Gregory Woods – BPAS. Agenda. Introduction of Panelists Brief description of Panelist funds Underlying Assets Effective Duration

pules
Download Presentation

Lifting The Veil On Stable Value

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Lifting The Veil On Stable Value Panelists: Jim Roche – The Standard | Marian Marinack – Federated Speaker – Prudential | Moderated by: Gregory Woods – BPAS

  2. Agenda • Introduction of Panelists • Brief description of Panelist funds • Underlying Assets • Effective Duration • Asset Allocation • Wrap Provider • Product Types and Where They Can Be Used (403b) • General Account Products • Collective Funds • Separate Accounts

  3. Agenda • Termination Provisions • Market Value Adjustment • Puts – 12 month, 24 month • Interest Rate Environment • Effects on Yield, MVA, Wrap Capacity • What Innovations/Changes On the Horizon • What’s On the Horizon? • Rule changes for Collective Funds? • Loosening Competing Fund Restrictions?

  4. Overview of Funds

  5. Questions?

  6. Contact Greg Woods BPAS gwoods@bpas.com

More Related