About The Aggregate

Our Purpose

Stable value is a specialized, nuanced corner of the fixed income world. For decades, professionals navigating this market have relied on fragmented information sources, scattered conference agendas, and word-of-mouth directories.

The Aggregate provides a single platform where senior professionals at investment managers, wrap providers, and consulting firms can stay informed and connected.

Editorial Principles

Objective: We report on the industry without bias toward any specific manager, issuer, or structural preference.

Technical: We assume our readers are experts, covering how changing rate environments affect wrap capacity.

Comprehensive: From major regulatory shifts at the DOL to personnel changes at boutique managers.

Market data & usage rights

Public macroeconomic observations are retrieved through FRED, Federal Reserve Bank of St. Louis, with the original publishing agency and observation date identified alongside each series. FRED is a distribution channel; underlying data may originate with the U.S. Treasury, Federal Reserve banks, the Board of Governors, BLS, or BEA. Figures may be delayed, revised, stale, or unavailable.

Our scenario tools are illustrative calculations, not investment advice or actual stable value fund records. A one-month Treasury yield is a comparison proxy, not an actual government money market fund yield.

ICE BofA credit-spread series have redistribution restrictions. We do not publish their values or charts without the necessary ICE license. Public SVIA survey references are identified by their survey period; later unpublished rates are never inferred from market yields.