Cash Balance Strategy Monitor January 2022

February 17, 2022 — 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: February 17, 2022
  • TYPE: PDF
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Featured Insights

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Fixed Income

Fixed Income Perspectives — February 2022

February 16, 2022 -- This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.

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Retirement

Multiemployer DB Plan Case Study — Special Financial Assistance

February 11, 2022 -- This case study outlines an ideal approach to funding a multiemployer pension plan while complying with . . .

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Cash Balance

Cash Balance Performance Commentary 4Q21

January 27, 2022 — By the numbers, 2021 was a strong year for diversified investors, especially those more geared toward risk assets. However, there were many events that . . .

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