Introducing: The Sage ESG Leaf Score
April 16, 2020 — At Sage, we incorporate environmental, social, and governance (ESG) factors as a way to manage risks in a client’s portfolio. We. . . .
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The Top 5 Questions Fixed Income Clients are Asking Right Now
Hear from members of Sage’s portfolio management and client services teams discuss the most pressing client concerns, including Q1 fixed income market dynamics, the magnitude. . . .
Asset Allocation Perspectives April 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.
ESG Highlights & Holdings — AbbVie
April 13, 2020 — Since its separation from Abbott Laboratories in 2013, AbbVie has flourished into a global company with a team of over 30,000. . . .
Sage Income ETF Strategies Performance Commentary 1Q20
This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the first quarter. Given the extreme stress. . . .
Tactical ETF Performance Commentary 1Q20
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the first quarter. The equity allocation posted. . . .
Sage Advice Municipal Quarterly Market Review 1Q2020
With a higher probability of industry-wide downgrades over the coming year, sector allocation and rebalancing will remain focused on stable-to-improving sectors, including both general obligation. . . .
Sage Advice Tactical ETF Quarterly Market Review 1Q2020
The first quarter will be long remembered for the alarming rise of COVID-19 outside China into the developed world and how fears of a global. . . .