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.

Retirement
Sage Cash Balance Performance Commentary 4Q22
January 30, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Cash Balance
Cash Balance Strategy Overview
ESG Solutions
Impact Bond Strategy Overview
ESG Solutions
ESG Cash Management Strategy — SDG Impact Report
ESG Solutions
ESG Short Taxable Strategy — SDG Impact Report
Tactical ETF
Income ETF Strategies Performance Commentary 4Q22
January 20, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the fourth quarter.
Tactical ETF
Tactical ETF Strategies Performance Commentary 4Q22
January 20, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter.
Tactical ETF
ESG ETF Strategies Performance Commentary 4Q22
January 20, 2023 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the fourth quarter.
Retirement
Asset/Liability Quarterly Monitor 4Q22
January 19, 2023 — This piece evaluates the asset and liability performance of a Sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
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