Cash Balance Strategies Performance Commentary 2Q22
July 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
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Sage Cash Balance Performance Commentary 2Q22
July 20, 2022 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Sage Cash Balance CITs – Market Monitor June 2022
July 20, 2022 — This monthly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs. This includes each strategy’s asset allocation. . . .
Asset Liability Quarterly Monitor 2Q22
July 19, 2022 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Municipal Fixed Income 2Q22 Market Review & Outlook
July 19, 2022 — Extreme, historic, elevated, unprecedented . . . those are just some of the adjectives used to describe the municipal market over. . . .
“De Minimis” Part 2: Tax Warning Becomes Reality
July 18, 2022 — Since 2017, there has been a dramatic shift in the coupon structure of municipal bonds. Traditional 5% coupon bond issuance declined. . . .
ESG ETF Performance Commentary 2Q22
July 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the second quarter.
Income ETF Performance Commentary 2Q22
July 14, 2022 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.