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.
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. . . .
Tactical ETF
Asset Allocation Perspectives, January 2023
January 18, 2023 — The following presentation outlines the current economic conditions, policy response and valuations, as well as how Sage is tactically positioned.
Tactical ETF
Tactical Investment Strategy, January 2023
January 12, 2023 — This report illustrates major investing themes, Sage’s asset class views, and portfolio positioning.
Fixed Income
Fixed Income Perspectives — January 2023
January 10, 2023 — In this presentation, Sage answers the 4 big questions (outlook for macroeconomic growth, Fed policy, valuations, and investor sentiment) and illustrates. . . .