Cash Balance Performance Commentary 2Q21

July 30, 2021 — 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.

  • DATE: July 30, 2021
  • TYPE: PDF

Featured Insights

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

2Q21 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

2Q21 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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