Cash Balance Strategy Overview 1Q21

  • DATE: March 23, 2021
  • TYPE: PDF

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Cash Balance, Retirement

Cash Balance Strategy Monitor March 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 . . .

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Cash Balance, Retirement

1Q21 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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Cash Balance, Retirement

1Q21 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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