our SERVICES
Asset Optimization
As a complement to our asset/liability management services, Sage has added an investment optimization and asset allocation program to work in tandem with cash flow analysis. This service will allow clients seeking greater portfolio risk/return efficiency to utilize an optimization program which complements Sage’s client-based liability analytics and dynamic cash flow analysis. The asset optimization analysis may be added to a client’s core asset/liability study to provide additional information on projected investment performance outcomes versus their particular liability funding requirements over multiple time horizons.
The asset/liability optimization analytic service is based upon client specific liability characteristics and return objectives, and incorporates risk parameters identified within their investment policy statement. Sage is offering this service to clients and consultants that do not already perform this analysis, as well as to organizations wishing to incorporate customized risk/reward characteristics and analysis within their asset/liability optimization and investment management process.