January 31, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Product Categories: Retirement
Sage Cash Balance Ultra Conservative CIT Sheet 4Q23
The Sage Cash Balance Ultra Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk.
Sage Cash Balance Conservative CIT Sheet 4Q23
The Sage Cash Balance Conservative CIT will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.
Sage Cash Balance Moderate CIT Sheet 4Q23
The Sage Cash Balance Moderate CIT will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.
Asset Liability Quarterly Monitor 3Q23
October 23, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P 500, 5% MSCI EAFE, 30% Bloomberg Barclays Aggregate Bond, and 5% Cash. Liabilities returns are calculated using both the FTSE Pension Liability Index (Corporate) and a flat 7% ROA (Public/Multi-Employer). The purpose of this publication is to illustrate asset vs. liability performance in the context of the current market environment.
Cash Balance CITs 2Q23 Performance Commentary
July 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Sage Cash Balance Performance Commentary 2Q23
July 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Asset Liability Quarterly Monitor 2Q23
July 21, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P 500, 5% MSCI EAFE, 30% Bloomberg Barclays Aggregate Bond, and 5% Cash. Liabilities returns are calculated using both the FTSE Pension Liability Index (Corporate) and a flat 7% ROA (Public/Multi-Employer).
Cash Balance CITs Performance Commentary
June 30, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Institutional Cash Balance Plan Services
For large established Cash Balance Plans Sage can customize the investment based on the overall risk profile, cash flow needs, plan design. Our ongoing monitoring and reporting can address either the Sage strategy only or the entire asset base.