Cash Balance Strategy Monitor March 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: April 20, 2020
  • TYPE: PDF

Featured Insights

Cash Balance, Retirement

Cash Balance Strategy Monitor February 29, 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 . . .

Learn more >

Cash Balance, Retirement

Cash Balance Strategy Monitor January 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 and . . .

Learn more >

Sage KIS Cash Balance CIT Strategies

The fact sheets provide an overview of the three Sage KIS CITs along with portfolio characteristics, performance, and asset allocation information through the 4th Quarter.

Learn more >