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The Hueler Analytics Pooled Fund Comparative Universe

For the past 30 years, fiduciaries and investment professionals across all market segments have relied on Hueler Analytics Stable Value data for accurate, detailed, and comprehensive analysis. The data provides broad market coverage of stable value products including stable value pooled funds, insurance company separate accounts, and general account products.

Hueler Analytics Stable Value Comparative Universe and Index reporting was introduced in 1989 and has since become the established gold standard for due diligence and fiduciary evaluation of stable value investment funds. The organization’s excellent reputation among key industry leaders has facilitated the development of critically important systems for transparent stable value reporting designed to meet a variety of needs across market segments, including; advisors, investment managers, product providers, plan fiduciaries, and consultants.

The comprehensive comparative data and reporting services provide customers with timesaving communication tools and market reports that provide valuable insights into all facets of the stable value marketplace. Investment professionals, industry leaders, and media representatives rely on Hueler’s data to analyze performance characteristics, product structures, portfolio management strategies, sales activity by contract types and volume, and defined contribution trends.

In 2018, Hueler Analytics launched Stable Value Compass, an exciting new online due diligence tool designed for discerning fiduciary advisors. Hueler’s new tool combines its highly reputable stable value data with easy to use technology for reliable analysis and client ready reporting.

Stable Value Compass provides fiduciaries, advisors, and consultants the capability to seamlessly compare multiple pooled funds and insurance company sponsored products across key standardized data elements. This new tool enables advisors to conduct prudent analysis and make sound recommendations with Hueler’s trusted historical stable value data as the foundation.

Subscribers include fiduciary consultants, plan sponsors, investment managers, insurance companies, product providers and banks. While each subscriber may have a different interest or focus, they all benefit from the extensive comparative analysis performed by Hueler.

What’s Included in Our Reports?

Our data allows subscribers to seamlessly compare multiple pooled funds and insurance company sponsored products across key standardized data elements for purposes of fund selection, manager evaluation or underwriting review and analysis.

The following reports are available:

Stable Value Pooled Fund Index
  • The most broadly used stable value benchmark and has been for over 25 years. The index is an equal-weighted total return average across all participating funds in the Hueler Universe and represents approximately 75% of the stable value pooled funds available to the marketplace. All participating stable value pooled funds are available to investors through employer sponsored retirement plans. The index series dates back to 1983 and is produced on a monthly basis.
Universe Profile
  • A composite analysis of Universe characteristics such as: performance, product diversification, credit quality distribution, client demographics and issuer allocation. The Universe Profile allows for efficient monitoring of the pooled fund marketplace as a whole, and allows a manager or an issuer to evaluate their business as it relates to the pooled fund marketplace. In addition, it allows a plan sponsor or consultant to evaluate their plan’s stable value fund as it relates to the pooled fund marketplace.
Fund Profile
  • A detailed description of a stable value pooled fund including: performance over time, diversification by type and size of plan, asset sector allocation and operating policies. The Fund Profile allows for effective monitoring and evaluation of a specific stable value pooled fund including: review of the current allocation on a fund at a contract level, review of the current percentage allocated to each of the various asset classes, and the ability to compare the underlying plan demographics.
Comparative Reports
  • Provides a visual display of all participating funds by such characteristics as performance, credit quality, instrument type, contract provisions, investment policies, fees and expenses and portfolio composition on a blind comparative basis. The Comparative Reports allow for effective monitoring and evaluation of a specific fund as well as close analysis of various investment strategies and developing trends across all funds.
Net Returns by Share Class
  • Provides returns and fee data of individual share classes for pooled funds
Separate/General Account Fund Profiles
  • A detailed description of each separate/general account product’s performance characteristics, product structure, investment policy, asset sector allocation and more.

To learn more about the participating providers in Hueler Analytics Stable Value Universe and subscription packages available Contact Us.

Why Stable Value?

  • Principal preservation
  • Liquidity
  • Steady growth in principal and returned interest
  • Less volatility than bonds

Our database facilitates the timely production of quarterly reports. Standard packages are available or customized packages can be designed upon request to specifically meet your current needs.

Learn more about our subscription packages