Hueler Companies' Stable Value Indices  
   
Hueler Companies offers the only Stable Value indices available that represent the performance returns of actual stable value pooled funds and separate account portfolios.
   
Hueler Analytics Stable Value Pooled Fund Index  
The Hueler Analytics Stable Value Pooled Fund Comparative Universe, first made available to the marketplace in 1989, is recognized today as the industry standard, for monitoring over $93 billion in pooled fund assets. The Hueler Stable Value Index and in-depth reports are widely used and have been considered the 'Gold Standard' as well as the most broadly used benchmark in our industry for over 15 years. The Hueler Analytics Stable Value Pooled Fund Index is a 25-year historical return series and is produced on a monthly basis.
   
 Client Testimonials
 "It is challenging to compare the performance of stable value funds against a stable value index, due to the impact of cash flows on stable value return funds. The Hueler Universe measures and ranks stable value performance among peer groups that generally experience similar cash flow patterns. We use the Hueler Universe, both for separate accounts and pooled funds, to provide plan sponsors and consultants with a more meaningful measure of our stable value fund performance versus our peers."
- Institutional Money Manager

 "We look to the Hueler Universe as the most comprehensive stable value universe available... The data provided by Hueler allows us to more efficiently formulate our ongoing investment strategy."
- Institutional Money Manager

Who Uses the Hueler Indices and
Comparative Data?
  • Institutional Money Managers
  • Consultants and Advisors
  • Plan Sponsors
  • Insurance Companies and Banks
  • Media
   
Hueler Companies FIRSTSource Separate Account Stable Value Index
Hueler Companiesí Separate Account Stable Value Performance Index is an empirical return series that encompasses actual portfolio returns and investment strategies of approximately 150 separately managed stable value funds. The Index represents the investment strategies of numerous investment managers and plan sponsors with stable value assets totaling approximately $85 billion. Data is collected and compiled on a quarterly basis and the reports are processed approximately 6 weeks after the close of the quarter.