Cash Balance KIS Performance Commentary 2Q21

July 30, 2021 — The second quarter of 2021 stands in stark contrast to the same period last year as easy monetary policy coupled with the economic growth story presented a “Goldilocks” scenario for risk assets.

  • DATE: July 30, 2021
  • TYPE: PDF

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Cash Balance

Cash Balance Performance Commentary 2Q21

The second quarter of 2021 stands in stark contrast to the same period last year. Economies continued to reopen while the pace of economic growth peaked. 

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Cash Balance Strategy Monitor June 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 KIS Cash Balance Ultra Conservative Strategy Sheet 2Q21

The Sage KIS 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.

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