Cash Balance KIS Performance Commentary 3Q21

September 30, 2021 — What had been shaping up to be another solid quarter for risk assets and decent returns for fixed income, was mostly snuffed out late in the quarter by China credit concerns, weaker data trends, and taper anxiety.

  • DATE: September 30, 2021
  • TYPE: PDF
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Cash Balance

Cash Balance Performance Commentary 3Q21

What had been shaping up to be another solid quarter for risk assets and decent returns for fixed income, was mostly snuffed out late in the quarter by China credit . . .

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Cash Balance

Cash Balance Strategy Monitor September 2021

This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution . . .

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Cash Balance, Retirement

Sage Cash Balance Ultra Conservative CIT Sheet 4Q23

The Sage Cash Balance Ultra Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk.

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