our SERVICES
Analytical Services
At Sage, we specialize in domestic and international fixed income, as well as balanced portfolio management for taxable and tax-exempt clients. Our services include asset/liability and financial modeling and portfolio diagnostics.
Moreover, we recognize how each of our clients is unique and that each one has individual liability funding and income needs. Only individually-designed and conscientiously-monitored investment management programs can satisfy the ever-changing needs of each client. So we go beyond the expected and manage all client portfolios separately, tailoring them to suit each client’s safety, liquidity, income, tax sensitivity and total return expectations.
Our full list of client services includes the following:
- Portfolio Evaluation & Diagnostics
- Dynamic and static analysis of portfolio risk characteristics and cash flows
- Daily statistical comparison of fundamental portfolio characteristics, risk distributions and dynamic return simulations
- Portfolio and security analysis and forecasting
- Policy and regulatory compliance verification
- Financial & Liability Modeling
- Investment policy consulting
- Customized asset/liability analysis
- Asset optimization
- General economic consulting
- Customized liability indexing
- Liability-sensitive asset allocation
- Cash flow optimization strategies
- NAIC Flux Analysis
- Communications
- Weekly and Monthly market analysis and commentary
- Quarterly economic and investment strategy forecast
- Special research reports
- Online information services
- Periodic teleconferencing and client conferences
- Portfolio Reporting
- Monthly portfolio reports detailing holdings, transactions, net amortization and accretion, unrealized and realized gains/losses
- A.M. Best Portfolio Reports
- Schedule D Services for Insurance Companies
- Regulatory compliance reports
- Formal client presentations
- 24/7 secure Internet access to portfolio reports – updated and priced daily
For a complete explanation about any or all of our services, please contact us.