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
ESG Highlights & Holdings — Waste Management
July 29, 2020 — Incorporated in 1987 and headquartered in Houston, Texas, Waste Management, Inc. is the largest provider of waste services in North America.. . . .
ESG Solutions
Sustainable Investing Digest — 1H20
July 20, 2020 — It’s been an interesting laboratory environment for an investment strategy, and thus far Environmental, Social, and Governance (ESG) investing has shown. . . .
ESG Solutions
2020 Annual ETF Stewardship Survey
July 9, 2020 — Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf. . . .
Insurance
Making Use of ETFs in General Insurance Accounts — S&P Global Annual Review
July 7, 2020 — The insurance industry continues to experience greater and more widespread use of ETFs, with usage actually doubling over the last five. . . .
Fixed Income
Fed Support Creates Strong Risk-On Environment
June 23, 2020 – To help restore liquidity and reduce panic among investors at the depths of the coronavirus crisis, the Federal Reserve enacted several. . . .
ESG Solutions
ESG Highlights & Holdings — Healthpeak Properties
June 23, 2020 — Healthpeak Properties, Inc. is a Fortune 500 real estate investment trust (REIT) that owns a geographically diverse portfolio of over 700. . . .
ESG Solutions
The Future of Sustainable Fixed Income Investing
June 15, 2020 — As ESG strategies continue to prove their mettle in the current challenging market environment, investors are turning to bonds that exhibit. . . .
Municipal Fixed Income
Sage Seizes Opportunities in the Muni Bond Market
June 10, 2020 — During the month of March, solid AAA municipal credits were trading at distressed levels as mutual funds and other institutions were. . . .
Fixed Income
Opportunities in the Municipal Bond Market
June 9, 2020 – As a result of COVID-19 and the subsequent economic shutdown, the global financial markets experienced one of the worst selloffs going. . . .