Cash Balance Strategy Overview

  • DATE: October 1, 2022
  • TYPE: PDF
generic image

Featured Insights

generic image
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 . . .

Learn more >

Cash Balance, Retirement

3Q22 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 . . .

Learn more >

generic image
Cash Balance, Retirement

3Q22 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. . .

Learn more >