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.
Tactical ETF
ACE Plus Strategy Details 1Q20
The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.
Tactical ETF
Core Plus Fixed Income Strategy Details 1Q20
The Sage Strategy Detail presentation offers relevant performance, risk analytics, and portfolio characteristics for each strategy.
Tactical ETF
Tax Aware Multi Asset Income Strategy Profile 1Q20
The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in. . . .
Tactical ETF
Multi Asset Income Strategy Profile 1Q20
The Sage Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in the global. . . .
ESG Solutions
Sage ESG Intermediate Credit Index — February 2020
This report compares the Sage ESG Intermediate Credit Index (GUDBESG or “the Index”) to the broad index, the Bloomberg Barclays U.S. Intermediate Credit Index (BBIC).
Municipal Fixed Income
Keeping Score of Sage’s Municipal Success
For those keeping score, Sage has once again successfully navigated these challenging times for our clients. The positive outcome is a testament to our investment. . . .
Cash Balance
1Q20 Cash Balance Moderate Strategy
The Sage Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside risk.. . . .
Cash Balance
1Q20 Cash Balance Conservative Strategy
The Sage Cash Balance Conservative Strategy will seek to earn, on an annual basis, a return ranging between 2%-4%, while limiting volatility and downside risk.. . . .
Cash Balance
1Q20 Cash Balance Ultra Conservative Strategy
The Sage Cash Balance Ultra Conservative Strategy will seek to earn, on an annual basis, a return ranging between 1%-3%, while limiting volatility and downside. . . .