Cash Balance Performance Commentary 3Q21
September 30, 2021 — What had been shaping up to be another solid quarter for risk assets and decent returns for fixed income, was mostly snuffed out late in the quarter by China credit concerns, weaker data trends, and taper anxiety.
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Cash Balance
Cash Balance Strategy Monitor September 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 . . .
Cash Balance, Retirement
1Q24 Cash Balance Moderate Strategy
The Sage Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk. The Strategy . . .
Cash Balance, Retirement
1Q24 Cash Balance Conservative Strategy
The Sage Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk. The Strategy. . .