Perspectives
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.
ESG Solutions
The Many Shades of ESG Integration: A Survey of U.S. Equity ESG ETFs
December 2, 2020 — As the number of ESG ETF options continues to rise, it is increasingly important for investors to “look under the hood”. . . .
Tactical ETF
Staying Invested Through Market Volatility (Animated Video)
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. . . .
Fixed Income
Focusing on the Three C’s for Fixed Income Investing
December 1, 2020 — Fixed income investors have benefited from falling rates and a recovery in spreads, which has generated attractive returns thus far in. . . .
ESG Solutions
A Framework for Analyzing Municipal Climate Risk
December 1, 2020 — Climate change remains top of mind for money managers, according to US SIF: The Forum for Sustainable and Responsible Investment recently released. . . .
ESG Solutions
ESG Highlights & Holdings — Sysco Corporation
October 26, 2020 — Sysco (an acronym for Systems and Services Company) is a global leader in selling, marketing, and distributing food products. The company. . . .
Tactical ETF
The Cost of Going to Cash
October 20, 2020 — During the last four market corrections, on average roughly two-thirds of an investor’s downside was recovered in just two weeks. Pulling. . . .
ESG Solutions
Sustainable Sage: The Bourg Family
How are Sage employees and their families practicing sustainability in their daily lives? Tom Bourg, Mid-Atlantic Regional Director, and his wife work diligently to upcycle. . . .
Fixed Income
The 2020 Presidential Election and Markets – 5 Things Investors Need to Know
October 2, 2020 – As a tactical manager, Sage is constantly reviewing key factors that affect markets and making portfolio adjustments to provide a smoother. . . .
ESG Solutions
ESG Highlights & Holdings — Cisco Systems
September 14, 2020 — Cisco Systems, Inc. was founded in 1984 in the pursuit of connecting people, after two Stanford faculty members developed a way. . . .