Sage KIS Cash Balance CIT Strategies

The fact sheets provide an overview of the three Sage KIS CITs along with portfolio characteristics, performance, and asset allocation information through the 4th Quarter.

  • DATE: January 22, 2020
  • TYPE: PDF

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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

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Cash Balance Strategy Monitor November 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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Cash Balance Plan Strategies 2019

Sage Cash Balance Strategies are specifically designed and managed to meet common Cash Balance Plan objectives including principal protection, common interest crediting rate. .

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