Sage Cash Balance CITs – Market Monitor September 2022
October 12, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation evolution and a portfolio risk dashboard.
Featured Insights
Cash Balance
Sage Cash Balance Performance Commentary 3Q22
October 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Cash Balance, Retirement
Sage Cash Balance Ultra Conservative CIT Sheet 4Q23
The Sage Cash Balance Ultra Conservative CIT will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside risk.
Cash Balance, Retirement
Sage Cash Balance Conservative CIT Sheet 4Q23
The Sage Cash Balance Conservative CIT will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.