Cash Balance Strategy Monitor June 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 . . .
Cash Balance, Retirement
Sage KIS Cash Balance CITs Overview
Sage Cash Balance Strategies are specifically designed and managed to meet common Cash Balance Plan objectives including principal protection, common interest crediting . . .
Cash Balance Performance Commentary 3Q21
What had been shaping up to be another solid quarter for risk assets and decent returns for fixed income, was mostly snuffed out late in the quarter by China credit . . .