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.

Sustainable Investing
The 5 C’s of “G” in ESG
Podcast recorded on 12/11/2020
To better understand how Sage evaluates corporate governance, we have created “The 5 C’s” framework – compensation, composition, competency, clarity, and consistency. In this podcast,. . . .
Market Update
2021 Tactical Positioning & Outlook
Podcast recorded on 12/10/2020
In this podcast, Sage’s Director of Research Rob Williams and Komson Silapachai, Vice President of Research and Portfolio Strategy, discuss the “key risk decisions” that. . . .
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.