Commentaries
Our commitment to delivering thoughtful research and insights has a pragmatic purpose. The more a client knows, the more he or she can stay on plan during volatile and uncertain market environments.
Retirement
Sage Cash Balance Performance Commentary 1Q24
April 25, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Cash Balance
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.. . . .
Cash Balance
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.. . . .
Cash Balance
1Q24 Cash Balance Ultra Conservative Strategy
The Sage Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside. . . .
Fixed Income
Fixed Income Investment Strategy — April 2024
April 24, 2024 — Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning. Market Outlook Strong growth signals and upside. . . .
Tactical ETF
Income ETF Model Portfolios: Performance Commentary 1Q24
April 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Model Portfolios in the first. . . .
Tactical ETF
ESG ETF Model Portfolios: Performance Commentary 1Q24
April 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Model Portfolios in the first. . . .
Tactical ETF
Tactical ETF Model Portfolios: Performance Commentary 1Q24
April 22, 2024 — This one-page report details what contributed to and detracted from performance for the Sage ETF Model Portfolios in the first quarter.
Retirement
Sage Cash Balance CITs Performance Commentary 1Q24
April 19, 2024 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.