Commentaries
Our commitment to delivering thoughtful research and insights has a pragmatic purpose. The more a client knows, the more he or she can stay on plan during volatile and uncertain market environments.
Cash Balance
Sage Cash Balance Performance Commentary 3Q23
October 25, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance Strategies.
Retirement
Asset Liability Quarterly Monitor 3Q23
October 23, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P. . . .
Tactical ETF
Asset Allocation Perspectives, 4Q23 Outlook
October 17, 2023 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Fixed Income
Fixed Income Perspectives — October 2023
October 17, 2023 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Municipal Fixed Income
Municipal Fixed Income Perspectives — October 2023
October 17, 2023 — This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the. . . .
Tactical ETF
Income ETF Model Portfolios: Performance Commentary 3Q23
October 12, 2023 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Model Portfolios in the third. . . .
Tactical ETF
Tactical ETF Model Portfolios: Performance Commentary 3Q23
October 12, 2023 — This one-page report details what contributed to and detracted from performance for the Sage ETF Model Portfolios in the third quarter.
ESG Solutions
ESG ETF Model Portfolios: Performance Commentary 3Q23
October 12, 2023 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Model Portfolios in the third. . . .
Fixed Income
Fixed Income Field Manual
October 10, 2023 — Recent data surprises have caused a significant repricing in yields, causing investors to worry about another negative year for fixed income.. . . .