We bring a unique perspective to the way that tactical ETF strategies are managed; this is shaped by the depth of our investment team expertise and by our experience delivering solutions to the marketplace.
Our offerings include a series of objective-based strategies that are managed to be all-weather solutions. We began utilizing ETFs in 1998 and were one of the first institutional asset management firms to launch an all-ETF investment strategy.
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Tactical ETF Strategies
We offer a suite of taxable fixed income strategies across the maturity spectrum ranging from cash management to diversified core portfolios. Each strategy is managed through a top-down investment approach designed to deliver strong risk-adjusted returns. The investment team works within established constraints to maintain broad diversification while implementing each strategy with highly liquid cash bonds that pass our strict credit and structural analysis.
Asset Allocation Perspectives, 3Q23 Outlook
July 2023 -- The following charts illustrate Sage's macro views and tactical ETF positioning given our market outlook.
Capital Market Assumptions
July 25, 2023 -- The following shows individual financial firm's return expectations for the next 10 years.
Tactical Investment Strategy — July 2023
July 10, 2023 -- Tactical Investment Strategy provides an overview of Sage's market outlook and asset allocation.