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
Tactical ETF 1Q22 Market Review & Outlook
April 8, 2022 — Risk assets overall remained surprisingly resilient during Q1. Going into Q2, further resilience depends on the Russia-Ukraine war not worsening, expected. . . .
ESG Solutions
ESG Enhanced Cash Management Strategy Profile 1Q22
Sage offers a suite of ESG investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
ESG Solutions
Impact Bond Strategy Profile 1Q22
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 1Q22
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 1Q22
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 1Q22
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
Enhanced Cash Management Strategy Profile 1Q22
Our cash management investment strategies take into account a client’s liquidity concerns, tax issues, and operating requirements.
Fixed Income
Core Agg Strategy Profile 1Q22
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. . . .
Fixed Income
Core G/C Strategy Profile 1Q22
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. . . .