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.
Asset Allocation
Core Plus Fixed Income Strategy Profile 2Q25
The Sage Core Plus Fixed Income ETF strategy seeks to provide excess yield and consistent risk-adjusted investment returns relative to the Barclay’s Aggregate Bond Index.. . . .
Cash Balance
Sage Cash Balance Moderate Conservative CIT Fact Sheet 2Q25
The Sage Cash Balance Moderate Conservative CIT will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside. . . .
Cash Balance
Sage Cash Balance Conservative CIT Fact Sheet 2Q25
The Sage Cash Balance Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk.
Cash Balance
Sage Cash Balance Moderate CIT Fact Sheet 2Q25
The Sage Cash Balance Moderate CIT will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.
Cash Balance
2Q25 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.. . . .
Cash Balance
2Q25 Cash Balance Ultra Conservative Strategy
The Sage Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside. . . .
Cash Balance
2Q25 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.. . . .
Retirement
Sage Cash Balance Performance Commentary 2Q25
July 24, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.