Stay up to date on emerging industry issues and trends with Sage perspectives. From fixed income to sustainable investing, our experts cover a range of subject matter that is relevant to today’s advisors and consultants.
The 5 Keys to Good Corporate Governance
When we talk about ESG – environmental, social and governance – investing, we often start with a discussion of the ‘G’ or governance. If a. . . .
ESG Highlights & Holdings — Northrop Grumman
Aerospace & Defense is a critical component of the economy and global safety, yet many ESG investing strategies eliminate the industry entirely because of its. . . .
The Many Shades of ESG Integration: A Survey of U.S. Equity ESG ETFs
As the number of ESG ETF options continues to rise, it is increasingly important for investors to “look under the hood” at how these ETFs. . . .
Staying Invested Through Market Volatility
At Sage, we are tactical investment managers. That means when the market starts to take a turn, we shift toward stocks, bonds, and other securities. . . .
Focusing on the Three C’s for Fixed Income Investing
Fixed income investors have benefited from falling rates and a recovery in spreads, which has generated attractive returns thus far in 2020. As we approach. . . .
A Framework for Analyzing Municipal Climate Risk
Climate change remains top of mind for money managers, according to US SIF: The Forum for Sustainable and Responsible Investment recently released report. Sage has created a. . . .
ESG By The Numbers
How U.S. Sustainable Mutual Funds & ETFs Have Changed Over the Past Decade
ESG Highlights & Holdings — Sysco Corporation
Sysco (an acronym for Systems and Services Company) is a global leader in selling, marketing, and distributing food products. The company operates 326 distribution facilities. . . .
The Cost of Going to Cash
During the last four market corrections, on average roughly two-thirds of an investor’s downside was recovered in just two weeks. Pulling out of the market. . . .