Asset Allocation Perspectives, June 2020

The following presentation outlines the current economic conditions, monetary policy response and valuations, as well as how Sage is positioned in the current environment.

A Tipping Point in ESG ETFs?

May 13, 2020 – Environmental, Social, and Governance (ESG)-oriented ETFs took off in 2005 with the launch of the iShares MSCI USA ESG Select ETF, with a little over $20 million in assets. It took 14 years for ESG ETF assets to reach $5 billion, and just 18 more months to get to $25 billion. What happened?

Growth Strategy Details 1Q20

The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.

Moderate Strategy Details 1Q20

The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.

ACE Plus Strategy Details 1Q20

The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.