Cash Balance Strategy Monitor December 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 a port
Cash Balance Strategy Overview 3Q19
Sage Cash Balance Strategies are specifically designed and managed to meet common Cash Balance Plan objectives including principal protection, common interest crediting . . .
Sage KIS Cash Balance Ultra Conservative Strategy Sheet 4Q19
The Sage KIS Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk . . .