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
Asset Liability Monitor 2Q25
July 16, 2025 — The Sage Asset Liability Monitor evaluates the quarterly performance of assets vs. liabilities in the context of the current market environment.. . . .
Asset Allocation
Sustainable Asset Allocation ETF Performance Commentary 2Q25
July 16, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Sustainable Asset Allocation ETF Strategies in the. . . .
Asset Allocation
Sage Income ETF Performance Commentary 2Q25
July 16, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.
Asset Allocation
Global Asset Allocation ETF Performance Commentary 2Q25
July 16, 2025 — This one-page report details what contributed to and detracted from performance for the Sage Global Asset Allocation ETF Strategies in the. . . .
Responsible Investing
2Q25 Sustainable Enhanced Cash Management Characteristics and Commentary
Municipal Fixed Income
Municipal Fixed Income Perspectives — July 2025
July 11, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .