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The “S” in ESG Investing
Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss social factors that are financially material for companies, especially throughout the COVID-19 pandemic, and highlights. . . .
Evaluating ESG Data – How Sage Measures Sustainability
There are over 600 organizations that provide research and analytics about companies’ environmental, social, and governance policies and practices. How does Sage distill information in. . . .
ESG Highlights & Holdings — Cisco Systems
September 14, 2020 — Cisco Systems, Inc. was founded in 1984 in the pursuit of connecting people, after two Stanford faculty members developed a way. . . .
Sustainable Sage: The Silapachai Family
How are Sage employees and their families practicing sustainability in their daily lives? Komson Silapachai, Vice President of Research and Portfolio Strategy, and his wife. . . .
An Introduction to Cash Balance Retirement Plans
Sage’s Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this. . . .
Sage Cash Balance Plan Strategies
Our strategies are managed to meet the specific objectives of a Cash Balance Plan, including principal protection, common interest crediting rate targets, and investment time. . . .
Cash Balance Case Study — A Small Business
The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. This action allows the partners significantly higher contribution limits. . . .