The Case for Stable Value in TDFs

Episode 9

Watch as Kellen explains 5 potential benefits of including stable value within TDFs!

Kellen Foley, CFA
Director, Investment Management

Takeaways

02:00

  • How and why stable value has led to strong historical performance

04:26

  • Reduces volatility and acts as portfolio ballast

05:52

  • Improves Sharpe Ratio

07:32

  • Hedges interest rate risk

10:04

  • Secure retirement assets and provide guaranteed return

11:14

  • Optimize participant behavior