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 Insights Compendium
ESG Solutions
The 5 Keys to Good Corporate Governance
December 14, 2020 — When we talk about ESG – environmental, social and governance – investing, we often start with a discussion of the ‘G’. . . .
ESG Solutions
ESG Highlights & Holdings — Northrop Grumman
December 9, 2020 — Aerospace & Defense is a critical component of the economy and global safety, yet many ESG investing strategies eliminate the industry. . . .
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 By The Numbers (Infographic)
October 30, 2020 — How U.S. Sustainable Mutual Funds & ETFs Have Changed Over the Past Decade
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. . . .