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
Cash Balance Strategy Monitor February 29, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
Fixed Income
Municipal Fixed Income Strategies Overview
Whether it is an insurance company or individual investor, we understand that our clients don’t invest simply to beat a market benchmark, or outperform other. . . .
Tactical ETF
Tactical Investment Strategy February 2020
While the fears surrounding the coronavirus have weighed on sentiment and markets, improving fundamentals and highly supportive monetary policy continue to underpin risk assets.
Sage KIS Cash Balance CIT Strategies
The fact sheets provide an overview of the three Sage KIS CITs along with portfolio characteristics, performance, and asset allocation information through the 4th Quarter.
Tactical ETF
Five Key Themes That Will Drive Markets in 2020
This presentation recaps returns for 2019 and provides Sage’s market outlook, including 5 key themes for 2020.
Cash Balance
Sage KIS Cash Balance CITs Overview
Sage Cash Balance Strategies are specifically designed and managed to meet common Cash Balance Plan objectives including principal protection, common interest crediting rate targets and an. . . .
Sage’s Approach to Tactical Investing
Investment managers have different definitions and styles of tactical management. It is important for advisers to understand which approach fits their client’s needs and to. . . .