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.

Municipal Fixed Income
Municipal Fixed Income Perspectives — February 2025
February 25, 2025 — This presentation provides an overview of our municipal market outlook and key themes, and it illustrates how Sage is positioned in. . . .
Responsible Investing
Climate Impact Report: Sustainable Intermediate Term Strategy
Responsible Investing
Climate Impact Report: Sustainable Short Term Strategy
Retirement
Liability Driven Investing: An Overview and Sample Analysis
Tactical ETF
Income Solutions Brochure
February 5, 2025 — Sage’s Income Solutions are designed to deliver high yield in a diversified allocation with an emphasis on managing volatility and downside. . . .
Responsible Investing
Impact Bond Strategy Profile 4Q24
Sage offers a suite of sustainable investment solutions that include taxable fixed income, tax-exempt fixed income and global equity mandates.
Responsible Investing
Municipal Impact Bond Scorecard
Cash Balance
Cash Balance Strategy Overview
Responsible Investing
Impact Bond Strategy Overview
January 28, 2025 — This presentation provides an overview of the Impact Bond landscape and portfolio characteristics for Sage’s Impact Bond Strategy.
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