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 . . .
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 . . .
Sage KIS Cash Balance Conservative Strategy Sheet 3Q19
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 . . .