Tax Aware Multi Asset Income Strategy Profile 1Q19
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: March 31, 2019
- TYPE: PDF
Tax Aware Multi Asset Income Strategy Details 1Q19
The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.
Tactical Investment Strategy April 2019
We are taking a more cautious view and have started to tilt modestly more defensive within our strategies given poor data trends, higher volatility, and the rebound in . . .
Asset Allocation Perspectives April 2019
This presentation outlines the macroeconomic landscape, monetary policy outlook, relative valuations, and how Sage is positioned in the current environment.