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One of the best assets you can invest in is valuable relationships. For us, that's the relationships we build with our advisors, consultants and clients. Since 1996, we've crafted smart investment strategies centered on risk management and delivered through transparent communication. In this way, we responsibly guide our partners toward tailored, innovative investment solutions.
Our Insights
Sage Evaluates 11 GICS Sectors for Sustainability Risks and Opportunities 2H25
August 15, 2025 — At Sage, we assess 1,500 corporate issuers quarterly using our Sage Leaf Score® Methodology. This custom framework includes quantitative and qualitative. . . .
Q2 Earnings Unpacked: Where Momentum Builds and Risks Rise
August 13, 2025 — The Q2 2025 earnings season delivered a complex but revealing snapshot of corporate performance across sectors, shaped by resilient consumer demand,. . . .
Active Management Uncovers Hidden Risks and Strategic Opportunities
August 11, 2025 — While muni bonds are often seen as safe havens, recent events remind us that credit risk is real — and sometimes. . . .
Unemployment In Context
August 11, 2025 — Given July’s recent payrolls miss and outsized negative revisions, the unemployment rate ticked up to 4.2% from 4.1% — stirring anxiety. . . .
Responsible Investing Compendium
August 5, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
Revision Fatigue
August 4, 2025 — Markets are showing signs of revision fatigue — and for good reason. The July payroll report not only missed expectations but also. . . .
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