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.

Insurance
Aligning Investment Portfolio Risk with Enterprise Objectives: The Necessity of More Robust Stress Testing and Scenario Analysis
The year continues to be marked by the heightened uncertainty of COVID-19, its resolution and ultimate impact on the economy and markets.  Insurers are dealing. . . .
ESG Solutions
ESG Highlights & Holdings — Waste Management
Incorporated in 1987 and headquartered in Houston, Texas, Waste Management, Inc. is the largest provider of waste services in North America. The company provides waste. . . .
ESG Solutions
Sustainable Investing Digest — 1H20
It’s been an interesting laboratory environment for an investment strategy, and thus far Environmental, Social, and Governance (ESG) investing has shown robustness across all market. . . .
 
Glossary of Sustainable Investment Terms & Organizations
ESG Solutions
2020 Annual ETF Stewardship Survey
Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf of ETF investors. This. . . .
Insurance
Making Use of ETFs in General Insurance Accounts — S&P Global Annual Review
The insurance industry continues to experience greater and more widespread use of ETFs, with usage actually doubling over the last five years. We encourage insurance. . . .
 
ESG Insights Compendium
ESG Solutions
ESG Highlights & Holdings — Healthpeak Properties
Healthpeak Properties, Inc. is a Fortune 500 real estate investment trust (REIT) that owns a geographically diverse portfolio of over 700 properties spread across the. . . .
ESG Solutions
The Future of Sustainable Fixed Income Investing
As ESG strategies continue to prove their mettle in the current challenging market environment, investors are turning to bonds that exhibit sustainable solutions and address. . . .