July 16, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment. In addition to reviewing changes to key bond market and pension metrics, we provide a historical perspective on the asset vs. liability performance and the health of corporate pension plans over time.
Product Categories: Retirement
Asset Liability Monitor 1Q25
April 23, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment. In addition to reviewing changes to key bond market and pension metrics, we provide a historical perspective on the asset vs. liability performance and the health of corporate pension plans over time.
Sage Cash Balance CITs Performance Commentary 1Q25
April 23, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Asset Liability Monitor 4Q24
January 22, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment. In addition to reviewing changes to key bond market and pension metrics, we provide a historical perspective on the asset vs. liability performance and the health of corporate pension plans over time.
Sage Cash Balance Performance Commentary 3Q24
October 29, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Asset Liability Monitor 3Q24
October 21, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment. In addition to reviewing changes to key bond market and pension metrics, we provide a historical perspective on the asset vs. liability performance and the health of corporate pension plans over time.
The Pitfalls of Predicting Market Returns: Analyzing Capital Market Assumptions Over the Past Decade
August 23, 2024 — Consultants and asset managers use capital market assumptions (CMAs) to inform their expectations for asset returns and risks and to guide the investment decisions that enable clients to achieve their long-term financial goals. In this piece, we compare nine examples of 10-year CMAs to actual market index returns.
Asset Liability Monitor 2Q24
July 25, 2024 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment. In addition to reviewing changes to key bond market and pension metrics, we provide a historical perspective on the asset vs. liability performance and the health of corporate pension plans over time.
Sage Cash Balance Performance Commentary 2Q24
July 24, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Sage Cash Balance CITs Performance Commentary 2Q24
July 24, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.