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TAMAI ETF Portfolio Shift Commentary 8/29/2019
Given a dovish rate outlook, we have exited bank loans in favor of high yield. We also reduced core REITs, given outperformance of the sector.. . . .
Tactical ETF Portfolio Shift Commentary 8/27/2019
Within equities, we reduced International Exposure, exited Materials Sector, added to U.S. Small Cap, and added Japanese Equities. Within fixed income, we reduced mortgages, added. . . .
Sustainalytics Review of the Sage Tax-Sensitive ESG Portfolio as of June 30, 2019
Sage Advisory uses robust proprietary social and environmental assessment frameworks to assess the overall impact score of municipal bonds. The impact assessment frameworks are aligned. . . .
Sustainalytics Review of the Sage Taxable ESG Portfolio as of June 30, 2019
To be eligible for the ESG portfolio, the issuer must be considered at least an average performer in their peer group, and must not be. . . .
Sage Insurance Solutions 2Q19
We view each insurance relationship as truly unique, more collaborative in nature and in the end, as a true “strategic partnership” in pursuit of more. . . .
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. . . .