Commentaries

Our commitment to delivering thoughtful research and insights has a pragmatic purpose. The more a client knows, the more he or she can stay on plan during volatile and uncertain market environments.

Cash Balance
Cash Balance Strategy Monitor March 2021
April 8, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
Cash Balance
Sage KIS Cash Balance Ultra Conservative Strategy Sheet 1Q21
The Sage KIS Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and. . . .
Cash Balance
Sage KIS Cash Balance Conservative Strategy Sheet 1Q21
The Sage KIS Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside. . . .
Cash Balance
Sage KIS Cash Balance Moderate Strategy Sheet 1Q21
The Sage KIS Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside. . . .
ESG Solutions
ESG Tax-Exempt Fixed Income Overview
ESG Solutions
ESG Taxable Fixed Income Overview
ESG Solutions
ESG ETF Strategies Overview
ESG Solutions
ESG Credit Fixed Income Strategy Profile 1Q21
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Municipal Fixed Income
Core Municipal Strategy Profile 1Q21
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to. . . .