2Q 2010 Investment Perspectives

July 15, 2010 | Greg Leonberger, FSA, EA, MAAA, FCA, Director of Research, Managing Partner

Financial Reform Bill Signed into Law
The Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law by President Obama on July 21, 2010. Broadly considered to be the most notable overhaul of financial regulation since the 1930s, the bill targets a wide variety of topics related to financial reform. The following article highlights the major points of the legislation.

Potential Impact of Pending Legislation on Stable Value Investments
With nearly 700 billion dollars in assets, stable value funds are an important part of many retirement plans. Stable value funds have proven popular as a conservative investment option for investors striving to maintain principal while earning a higher return than cash.

Due to pending financial regulation legislation, stable value funds could potentially face a different regulatory environment going forward. As stable value is an important asset class for many retirement investors, Marquette Associates has been actively monitoring the possible effects of new financial regulation on the stable value market. This article will first explain how stable value funds work, and then discuss why they could be affected by new regulation, and what those potential effects may be.

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Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner

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The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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