Cash Balance Strategies Performance Commentary 1Q22

April 29, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.

  • DATE: April 29, 2022
  • TYPE: PDF
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Featured Insights

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Cash Balance

Cash Balance Strategy Monitor March 2022

April 18, 2022 -- This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset . . .

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Cash Balance, Retirement

1Q22 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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1Q22 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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