Tax Aware Multi Asset Income Strategy Profile 4Q18
The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in the global taxable and tax-exempt fixed income market along with exposure to high-dividend equity and alternative segments. The investment and research process is built around Sage’s proprietary top-down multi-factor model that includes macroeconomic, fundamental, relative valuation and technical analysis.
- DATE: December 31, 2018
- TYPE: PDF
Tax Aware Multi Asset Income Strategy Details 4Q18
The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.
Tactical Investment Strategy January 2019
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