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
Tax Aware Multi Asset Income Strategy Profile 3Q20
The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in. . . .
Tactical ETF
Multi Asset Income Strategy Profile 3Q20
The Sage Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in the global. . . .
 
Asset Liability Quarterly Monitor 3Q20
Sage’s LDI investment solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the. . . .
ESG Solutions
ESG Credit Fixed Income Strategy Profile 3Q20
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Municipal Fixed Income
Core Municipal Strategy Profile 3Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate to. . . .
Municipal Fixed Income
Intermediate Term Municipal Strategy Profile 3Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate investment. . . .
Municipal Fixed Income
Moderate Term Municipal Strategy Profile 3Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over a short to. . . .
Fixed Income
Cash Management Strategy Profile 3Q20
Our cash management investment strategies take into account a client’s liquidity concerns, tax issues, and operating requirements.
Fixed Income
Core Agg Taxable Strategy Profile 3Q20
The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly total returns over an intermediate to long. . . .