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Why Stable Value is the Preferred Capital Preservation Option
Why the MV-to-CV Ratio Doesn’t Tell the Whole Story
Strategy Spotlight

Why the MV-to-CV Ratio Doesn’t Tell the Whole Story

Why the MV-to-CV Ratio Doesn’t Tell the Whole Story

How do you measure the health of a stable value fund? In the wake of the 2008 global financial crisis, the MV-to-CV ratio (market value to contract value ratio) became a popular data point to estimate the underlying portfolio performance and potential long-term return prospects – but we believe that one metric doesn’t tell the whole story and relying on it solely can expose participants to unnecessary risk.

David Berg

Product Specialist, Stable Value and Defined Contribution

Mr. Berg is a senior vice president and product specialist in the New York office, focusing on stable value and defined contribution solutions. Mr. Berg currently serves on the board of directors of the Stable Value Investment Association (SVIA) and is chairman of the Data and Research Committee for the SVIA. Prior to joining PIMCO in 2016, he was a vice president and portfolio manager with the stable value team at Goldman Sachs Asset Management. Previously, he was at Deutsche Asset Management, where he was a director and stable value portfolio manager, and J.P. Morgan Chase & Co. He has 24 years of investment experience and holds a master's degree in financial engineering from the Fu Foundation School of Engineering and Applied Science at Columbia University. He received an undergraduate degree in computer science from Lehigh University.