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Sage Responsible Investment Policy
At Sage Advisory Services, we believe environmental, social and governance (ESG) considerations are an important driver of long-term investment returns from both an opportunity and. . . .
Sage ESG Intermediate Credit Index — July 2019
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).
Highlights and Holdings 2Q19
Highlights & Holdings provides a thoughtful analysis for some of the key holdings in Sage’s Environmental, Social, and Governance (ESG) portfolios. We provide a comprehensive. . . .
Asset Allocation Perspectives August 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.
Cash Balance Strategy Monitor August 2019
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. . . .
Keep Clients Invested with Sage Tactical Strategies
How does Sage help advisors’ clients stay invested during volatile markets? What’s the difference between how Sage approaches tactical investing versus some other investment managers?. . . .
Sage’s Approach to Tactical Investing
Investment managers have different definitions and styles of tactical management. It is important for advisers to understand which approach fits their client’s needs and to. . . .