January 26, 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.
Product Categories: Retirement
Asset Liability Quarterly Monitor 3Q21
October 25, 2021 — 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.
Asset Liability Quarterly Monitor 2Q21
July 19, 2021 — 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.
Cash Balance Plan Strategies
Sage Cash Balance Strategies are specifically designed and managed to meet common Cash Balance Plan objectives including principal protection, common interest crediting rate targets and an awareness of the annual investment time horizon.
Sage LDI Overview and Sample Analysis 2Q 2021
Cash Balance Strategy Monitor May 2021
June 9, 2021 — 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 portfolio risk dashboard.
Cash Balance Strategy Monitor April 2021
May 7, 2021 — 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 portfolio risk dashboard.
Cash Balance Performance Commentary 1Q21
April 23, 2021 — The economic recovery gained steam in the first quarter as vaccine distribution expanded in the U.S. and Congress approved two rounds of fiscal stimulus totaling nearly $2.5trillion.
Asset Liability Quarterly Monitor 1Q21
April 15, 2021 — 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.
Cash Balance Strategy Monitor March 2021
April 8, 2021 — 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 portfolio risk dashboard.