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
Sage Cash Balance Moderate Conservative CIT Fact Sheet 4Q24
The Sage Cash Balance Moderate Conservative CIT will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside. . . .
Cash Balance
Sage Cash Balance Conservative CIT Fact Sheet 4Q24
The Sage Cash Balance Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk.
Cash Balance
Sage Cash Balance Moderate CIT Fact Sheet 4Q24
The Sage Cash Balance Moderate CIT will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.
Responsible Investing
Impact Bond Strategy Overview
January 28, 2025 — This presentation provides an overview of the Impact Bond landscape and portfolio characteristics for Sage’s Impact Bond Strategy.
Retirement
Sage Cash Balance CITs Performance Commentary 4Q24
January 28, 2025 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Funds.
Retirement
Asset Liability Monitor 4Q24
January 22, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .