Moderate Growth Strategy Profile 1Q20

The Sage Moderate Growth tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a moderate growth investor. The strategy will invest in the global fixed income, global equity and alternative market segments. Tactical allocation decisions will be applied on two levels; at the broad asset class level and within the various fixed income, equity and alternative market segments.

Moderate Strategy Profile 1Q20

The Sage Moderate tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a moderate investor. The strategy will invest in the global fixed income, global equity and alternative market segments. Tactical allocation decisions will be applied on two levels; at the broad asset class level and within the various fixed income, equity and alternative market segments.

Conservative Strategy Profile 1Q20

The Sage Conservative tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a conservative investor. The strategy will invest in the global fixed income, global equity and alternative market segments. Tactical allocation decisions will be applied on two levels; at the broad asset class level and within the various fixed income, equity and alternative market segments.

ACE Plus Strategy Profile 1Q20

The Sage All Cap Equity Plus tactical ETF strategy seeks to provide strong risk-adjusted investment returns relative to the global equity market. The strategy will invest primarily in core domestic and international equity markets and will tactically allocate between 0%-40% in non-core segments such as emerging market equity, commodities, real estate and currencies.

Core Plus Fixed Income Strategy Profile 1Q20

The Sage Core Plus Fixed Income tactical ETF strategy seeks to provide excess yield and strong risk-adjusted investment returns relative to the Barclay’s Aggregate Bond Index. The strategy will invest primarily in core fixed income and will tactically allocate between 0%-40% in non-core segments such as high yield, non-dollar, emerging market debt and preferred stocks. The tactical allocation decisions will be determined by the desired portfolio duration, yield curve management and opportunities in non-core market segments.

ETF Trends Video: Bob Smith

Our President & CIO, Bob Smith, sits down with ETF Trends to discuss our approach to managing ETF strategies.