Fi360 Stable Value Vision

What is Fi360 Stable Value Vision?

Stable value funds represent 12 percent of all DC plan assets, and are in almost 50 percent of all DC plans.¹ And yet stable value funds are rarely evaluated by the advisor due to a lack of knowledge or information.

Fi360 Stable Value Vision enables advisors to evaluate stable value funds, and produce internal and client-facing reports summarizing the analysis.