Sage LDI Overview and Sample Analysis 3Q 2019

  • DATE: October 4, 2019
  • TYPE: PDF

Featured Insights

Commentaries

Cash Balance Strategy Monitor October 2019

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 . . .

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Commentaries

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 . . .

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Media Assets

Sage KIS Cash Balance Conservative Strategy Sheet 4Q20

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 risk . . .

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