April 27, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Product Categories: Retirement
Asset Liability Quarterly Monitor 1Q23
April 19, 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).
Sage Cash Balance Performance Commentary 4Q22
January 30, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Asset/Liability Quarterly Monitor 4Q22
January 19, 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 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).
Sage LDI Overview and Sample Analysis 4Q 2022
Asset Liability Quarterly Monitor 3Q22
October 25, 2022 — 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).
Investment Implications for Taft-Hartley Plans that Qualify for ARP Financial Assistance
As part of the American Rescue Plan Act of 2021 (ARP), distressed Taft-Hartley plans may qualify for a Special Financial Assistance (SFA) Program with no repayment requirement. Learn about how a liability-driven investment approach may help these plans benefit from this new program.
Asset Liability Quarterly Monitor 2Q22
July 19, 2022 — 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).
Asset Liability Quarterly Monitor 1Q22
April 22, 2022 — Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the plan’s liabilities with the primary objectives of meeting benefit payments and limiting funded status volatility, in addition to robust asset/liability diagnostics each quarter.
Multiemployer DB Plan Case Study — Special Financial Assistance
February 11, 2022 — This case study outlines an ideal approach to funding a multiemployer pension plan while complying with ARPA’s Special Financial Assistance Program requirements.