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.
Asset Liability Quarterly Monitor 2Q20
Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the plan’s. . . .
Cash Balance Strategy Monitor June 30, 2020
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
Sage ESG ETF Strategies Performance Commentary 2Q20
This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the second quarter.
Sage Income ETF Strategies Performance Commentary 2Q20
This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.
Tactical ETF Performance Commentary 2Q20
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the second quarter.
Municipal Fixed Income
Sage Advice Municipal Quarterly Market Review 2Q2020
Market conditions warrant patience and prudence when deploying funds as valuations are not broadly reflective of the ongoing fiscal challenges. Sage’s long-duration tilt has gradually. . . .
Sage Advice Tactical ETF Quarterly Market Review 2Q2020
While the equity rebound has been impressive, stocks still find themselves down for the year and facing a back half full of challenges. Near-term sentiment. . . .
Sage Advice Taxable Quarterly Market Review 2Q2020
For the second half of 2020, we hold an optimistic outlook for fixed income returns. We believe policy support will keep yields in check, and. . . .
Asset Allocation Perspectives with Robert Williams, Director of Research