We implement a top-down analytical approach focused on actively managing portfolio duration risk, yield curve positioning, market segment allocation, and active security selection.
Our fixed income solutions include both taxable and tax-exempt strategies that serve clients’ needs across the maturity spectrum. We also build custom fixed income strategies designed to help our liability-focused clients efficiently accomplish their unique goals and objectives.
Learn More About Fixed Income
We offer a suite of taxable fixed income strategies across the maturity spectrum ranging from cash management to diversified core portfolios. Each strategy is managed through a top-down investment approach designed to deliver strong risk-adjusted returns.
The investment team works within established constraints to maintain broad diversification while implementing each strategy with highly liquid cash bonds that pass our strict credit and structural analysis.
Our tax-exempt fixed income portfolios are designed to meet a wide array of client objectives and can be customized based on quality and state preference. The key to our municipal investment process is avoiding exposure to investments which are
not supported by strong fundamentals, as well as issues that reside in regions with clear macro and fiscal risks.
The Cost of Going to Cash Video
During the last four market corrections, on average roughly two-thirds of an investor’s downside was recovered in just two weeks. Pulling out of the market during a . . .
Fixed Income Perspectives — November 2020
This presentation provides insight into our fixed income outlook and illustrates how Sage is positioned in the current environment.
A Framework for Analyzing Municipal Climate Risk
Over the past few years, the realities of climate change have moved to the forefront of investors’ minds, and a crucial factor in understanding and managing climate risk . . .