Panel Discussion on Investment Related Issues: Lifting the Veil on Stable Value Funds
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Transcript of Panel Discussion on Investment Related Issues: Lifting the Veil on Stable Value Funds
Partner Conference 2014
Lifting The Veil On Stable ValuePanelists:
Jim Roche – The Standard | Marian Marinack – FederatedSpeaker – Prudential | Moderated by: Gregory Woods – BPAS
Partner Conference 2014
Agenda
I. Introduction of PanelistsII. Brief description of Panelist funds
a. Underlying Assetsb. Effective Durationc. Asset Allocationd. Wrap Provider
III. Product Types and Where They Can Be Used (403b)a. General Account Productsb. Collective Fundsc. Separate Accounts
Partner Conference 2014
Agenda
IV. Termination Provisionsa. Market Value Adjustmentb. Puts – 12 month, 24 month
V. Interest Rate Environmenta. Effects on Yield, MVA, Wrap Capacityb. What Innovations/Changes On the Horizon
VI. What’s On the Horizon?a. Rule changes for Collective Funds?b. Loosening Competing Fund Restrictions?
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Overview of Funds
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Questions?