Podcasts

For our clients who are on the go, we offer podcasts that cover a range of topics, including tactical ETF investing, sustainable investing, fixed income, and capital market insights.

Market Update
Investment Committee Roundtable: 2021 Outlook
Podcast recorded on 12/10/2020
In this podcast, Sage’s CIO Bob Smith sits down with members of Sage’s investment committee – Rob Williams, Thomas Urano, Jeff Timlin, and Komson Silapachai. . . .
Sustainable Investing
The “G” in ESG Investing
Podcast recorded on 10/09/2020
Sage ESG research Analysts Andy Poreda and Sara Rodriguez discuss the importance of having a strong governance foundation and illustrate through Sage’s case study of. . . .
Sustainable Investing
The “S” in ESG Investing
Podcast recorded on 09/21/2020
Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss social factors that are financially material for companies, especially throughout the COVID-19 pandemic, and highlights. . . .
Sustainable Investing
Evaluating ESG Data – How Sage Measures Sustainability
Podcast recorded on 09/14/2020
There are over 600 organizations that provide research and analytics about companies’ environmental, social, and governance policies and practices. How does Sage distill information in. . . .
Retirement
An Introduction to Cash Balance Retirement Plans
Podcast recorded on 09/03/2020
Sage’s Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this. . . .
Sustainable Investing
The “E” in ESG Investing
Podcast recorded on 08/31/2020
Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss environmental risk factors that are financially material for companies and illustrate through Sage’s case study. . . .
Sustainable Investing
Women, the Pandemic, & ESG Investing
Podcast recorded on 08/24/2020
The pandemic has magnified longstanding women’s issues. How can environmental, social, and governance (ESG) investing advance gender equality? The women of Sage weigh in.
Sustainable Investing
ESG for the Non-Profit World: An Opportunity Not to Be Missed
Podcast recorded on 08/10/2020
Sage’s CIO Bob Smith and Vice President Lily Tu discuss the increasing interest among nonprofits for environmental, social, and governance (ESG) investing.
Sustainable Investing
The Language of ESG Investing
Podcast recorded on 07/27/2020
Sage’s Emma Harper and Andy Poreda discuss the language of ESG investing and the importance we place on financial materiality when incorporating ESG factors into. . . .