4Q23 Cash Balance Ultra Conservative Strategy

The Sage Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk. The Strategy will invest primarily in fixed-income market segments. A target asset allocation will be set at the beginning of each calendar year. Tactical allocation changes will be made throughout the year based on changing economic and market conditions. As the Strategy makes progress towards the annual return target, the risk profile of the Strategy will likely be reduced.

  • DATE: January 1, 2024
  • TYPE: PDF
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Featured Insights

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Cash Balance, Retirement

4Q23 Cash Balance Moderate Strategy

The Sage Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk. The Strategy . . .

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Cash Balance, Retirement

4Q23 Cash Balance Conservative Strategy

The Sage Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk. The Strategy. . .

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Retirement

Sage Cash Balance Performance Commentary 4Q23

January 31, 2024 -- This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.

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