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.
- DATE: October 25, 2021
- TYPE: PDF
Featured Insights
Fixed Income
Is High Yield Immune to Interest Rate Increases? Not So Fast My Friend…
During periods of rate increases, the duration of high yield bonds is a moving target - often catching high yield investors off guard.
Fixed Income
The Winners and Losers of the Great Reflation Trade
Not all commodities have benefitted equally in the reflation/economic reopening trade. Some have long-term structural supply/demand imbalances, while others have seen . . .