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.

Fixed Income
Intermediate Term Taxable Strategy Details 2Q20
Fixed Income
Moderate Term Taxable Strategy Details 2Q20
Fixed Income
Short Term Taxable Strategy Details 2Q20
Tactical ETF
Asset Allocation Perspectives with Robert Williams, Director of Research
Tactical ETF
Asset Allocation Perspectives, July 2020
The following presentation outlines the current economic conditions, monetary policy response and valuations, as well as how Sage is positioned in the current environment.
Tactical ETF
Tactical Investment Strategy July 2020
The macro environment remains highly fluid with economic activity rebounding off historic lows and concerns building over a second wave of Covid-19 infections. Our thesis. . . .
Retirement
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
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. . . .
ESG Solutions
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.
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