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.
Cash Balance
Institutional Cash Balance Plan Services
For large established Cash Balance Plans Sage can customize the investment based on the overall risk profile, cash flow needs, plan design. Our ongoing monitoring. . . .
Fixed Income
Taxable Fixed Income Brochure
The Sage investment team brings perspective and wisdom that comes from a long history of managing fixed income. Managing risk is fundamental to our investment. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives Video — April 2023
April 27, 2023 — In this video, Sage illustrates our municipal fixed income positioning in the current environment.
Cash Balance
Sage Cash Balance Performance Commentary 1Q23
April 27, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Cash Balance
Cash Balance CITs 1Q23 Performance Commentary
April 27, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Fixed Income
The Market Environment for Short Term Investors
April 25, 2023 — The following study shows how modest duration extension post-hiking cycles extends the period for which investors will have higher yields and. . . .
Retirement
Asset Liability Quarterly Monitor 1Q23
April 19, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .