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
Women & Wealth – A Powerful Force We Can’t Afford to Lose
August 25, 2020 — In the past 60 years, women have amassed great financial power and now control 32% of the world’s wealth. The pandemic. . . .
Fixed Income
3 Opportunities in the Corporate Bond Market
August 24, 2020 – As the dust begins to settle following the extreme volatility seen in the second quarter of 2020, the corporate bond market. . . .
ESG Solutions
Sustainable Sage: The Edgar Family
How are Sage employees and their families practicing sustainability in their daily lives? Kari Edgar, Director of Client Administration, and her wife strive to teach. . . .
ESG Solutions
ESG Highlights & Holdings — Eversource Energy
August 17, 2020 — Eversource is a multi-utility company with four million electricity, natural gas, and water customers throughout Massachusetts, Connecticut, and New Hampshire. Eversource. . . .
Insurance
Aligning Investment Portfolio Risk with Enterprise Objectives
August 4, 2020 — The year continues to be marked by the heightened uncertainty of COVID-19, its resolution and ultimate impact on the economy and. . . .
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. . . .