Cash Balance Conservative Strategy Sheet 3Q18

The Sage Cash Balance Conservative Strategy will seek to earn, on an annual basis, the 10 Year Constant Maturity Treasury Rate (10 Yr CMT) as published at the end of the prior year while limiting volatility and downside risk. This is a conservative fixed income strategy with an intermediate duration target that will primarily invest in investment grade fixed income securities. The strategy will employ a flexible mandate to manage overall portfolio duration, sector allocation, and security selection. Once the Interest Crediting Rate is achieved in an annual period, the risk profile of the strategy will likely be reduced.

  • DATE: September 30, 2018

Featured Insights


Cash Balance Conservative Strategy Details 3Q18