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.
Sage’s Municipal ESG Investment Framework
May 21, 2017 — For those looking to allocate investment dollars into a market sector with an environmental, social or governance focus, there is no. . . .
When Will the Party End for the U.S. Corporate Bond Market?
May 4, 2017 — There comes a point at every great party when the festivities start to wind down. The crowd dwindles, the snacks are. . . .
The Sustainable Investing Fund Landscape
April 4, 2017 — Despite broad media coverage and interest from investors of all sizes, defining sustainable investing remains a challenge. Socially Responsible, Sustainable, ESG,. . . .
Is Too Much Optimism Priced Into Risk Markets?
March 28, 2017 — Macro conditions have continued their positive trajectory throughout the first quarter of the year, with US economic activity at the highest. . . .
Retirement Plan Perspectives Video
March 14, 2017 — Interest rate volatility can create challenges for many types of investors. This is especially true for DB plans with cash-flow liabilities. . . .
Retirement Plan Perspectives: The Mechanics of Hedging Long Duration Liabilities
March 14, 2017 — The primary goal of liability-driven investing (LDI) is to hedge liability cash flows. On the surface, achieving that goal is relatively. . . .
Equity ESG Video
Tax-Exempt ESG Video
Taxable ESG Video