Cash Balance Strategies Performance Commentary 2Q22

July 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.

  • DATE: July 20, 2022
  • TYPE: PDF
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Featured Insights

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Cash Balance

Sage Cash Balance CITs – Market Monitor June 2022

July 20, 2022 -- This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset . . .

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Cash Balance, Retirement

2Q22 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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2Q22 Cash Balance Conservative Strategy

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