Investment Solutions
Comprehensive investment solutions designed specifically for institutional investors, insurance companies, and pension plans.
Liability Driven Investing
We design custom LDI strategies aligned with each plan sponsor's liabilities, goals, and risk tolerance, supported by rigorous asset/liability analysis, daily collaboration between research and portfolio management, and a disciplined, market-aware investment process.
Key Highlights
- Pioneers in LDI & CDI: Since 1996, Sage has championed Asset/Liability Analysis, Liability Driven Investing (LDI), and Cashflow Driven Investing (CDI) for a wide range of institutional clients.
- Robust Pension Diagnostics: Our LDI offering includes comprehensive initial and ongoing diagnostics, powered by proprietary tools and technology developed in-house.
- Client-Centric Approach: We prioritize proactive communication, direct access to our investment team, and timely insights—backed by dedicated resources and processes.
- Evolving Expertise: Sage’s analytical capabilities continue to evolve, ensuring our clients benefit from cutting-edge insights and precision.
- Thought Leadership: We’ve consistently published research and delivered presentations on LDI topics, reinforcing our long-standing commitment to industry leadership.
Client Types We Serve
Ready to Explore Our Solutions?
Contact our team to discuss how our specialized investment solutions can be tailored to meet your organization’s unique needs and objectives.