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.
Cash Balance
Cash Balance Strategy Monitor November 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. . . .
Tactical ETF
Tactical Investment Strategy, November 2020
We are looking beyond election-related volatility and are focused on four pillars of the recovery – positive economic momentum (especially the U.S. consumer), favorable central. . . .
Cash Balance
Cash Balance Strategy Monitor October 31, 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. . . .
Tactical ETF
Sage Advice Tactical ETF Quarterly Market Review 3Q2020
Markets may have struggled during the second half of Q3, but the global economy did not, with data continuing to show evidence of a strong. . . .
Retirement
Asset Liability Quarterly Monitor 3Q20
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. . . .
Tactical ETF
Income ETF Strategies Performance Commentary 3Q20
This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the third quarter.
Tactical ETF
Tactical ETF Performance Commentary 3Q20
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.
ESG Solutions
ESG ETF Strategies Performance Commentary 3Q20
This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.