Cash Balance Strategy Monitor December 31, 2020

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

  • DATE: January 6, 2021
  • TYPE: PDF

Featured Insights

Podcasts

Considering the Unknown: Sage’s 2021 Market Outlook

From vaccine rollouts to monetary policy – what curveballs are Sage’s Investment Committee members keeping an eye out for in 2021?

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Commentaries

Cash Balance Strategy Monitor November 30, 2020

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

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Podcasts

How to Talk to Clients About Cash Balance Retirement Plans

Sage’s Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this. . . .

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