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.
Fixed Income
Is Corporate Leverage Offering a Warning Sign?
December 6, 2018 — As several market observers have written, corporate leverage continues to increase. Specifically, leverage, or the ratio of a company’s debt to. . . .
ESG Solutions
ESG Perspectives: Women & Investing
November 8, 2018 — In this month’s piece, we explore the challenges women investors face and how financial advisors can help clients align their investments. . . .
Tactical ETF
Recent Market Volatility
October 11, 2018 — In another sign that markets continue to move into a late-cycle, higher-volatility regime, equity markets fell significantly yesterday. U.S. equities registered. . . .
ESG Solutions
ESG Perspectives — Green Bonds; The ‘S’ in ESG
October 3, 2018 — In this month’s ESG Perspectives, we explore the soup du jour in sustainable investing: green bonds, and how employee engagement is. . . .
Insurance
ETF Strategies for Insurance Companies: How Many Wins is a Win-Win?
September 28, 2018 — Insurance companies have been investing in ETFs since 2004, and growth shows no signs of abating. Notable ETF sponsors estimate $300. . . .
ESG Perspectives: Plastic Oceans
September 26, 2018 — Each year, about eight million tons of plastic ends up in our oceans. It’s the equivalent of dumping a garbage truck. . . .
ESG Solutions
A Better Balance of Risk: ESG Investing for Insurance Companies
September 21, 2018 — Insurance has always been a balance of risk – a balance of pure insurance risk (or underwriting risk) versus investment risk.. . . .
Retirement
Practical Tips for Public Pension Plans
September 20, 2018 — Although not all public pensions are poorly funded, the average public plan’s funded ratio is still well below its pre-financial crisis. . . .
ESG Solutions
ESG Perspectives — Retirement Plans, ESG Ratings & SDGs
September 5, 2018 — This month’s ESG Perspectives is a compilation of three pieces: 1) GAO Favors Better ESG Investing Rules for U.S. Retirement Plans. . . .