Sage Cash Balance CITs – Market Monitor September 2022

October 12, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation evolution and a portfolio risk dashboard.

  • DATE: October 12, 2022
  • TYPE: PDF
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Featured Insights

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Cash Balance

Sage Cash Balance Performance Commentary 3Q22

October 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.

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Cash Balance, Retirement

Sage Cash Balance Ultra Conservative CIT Sheet 3Q22

The Sage Cash Balance Ultra Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk.

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Cash Balance, Retirement

Sage Cash Balance Conservative CIT Sheet 3Q22

The Sage Cash Balance Conservative CIT will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.

Learn more >