Tactical Investment Strategy July 2020

The macro environment remains highly fluid with economic activity rebounding off historic lows and concerns building over a second wave of Covid-19 infections. Our thesis. . . .

July 22, 2020 6:52 pm

Asset Liability Quarterly Monitor 2Q20

Sage’s LDI solutions include a custom fixed income portfolio with individual securities that will closely perform to the duration and term structure of the plan’s. . . .

July 22, 2020 12:26 pm

Sustainable Investing Digest — 1H20

July 20, 2020 — It’s been an interesting laboratory environment for an investment strategy, and thus far Environmental, Social, and Governance (ESG) investing has shown. . . .

July 20, 2020 4:21 pm

Cash Balance Strategy Monitor June 30, 2020

This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .

July 20, 2020 1:42 pm

A Perfect Storm for ESG Investing

Sage’s Komson Silapachai and Emma Smith discuss the three trends that are creating the ideal conditions for environmental, social, and governance (ESG) investing to see. . . .

July 13, 2020 9:34 am

Sage Comments on the DOL’s Proposal for ESG Inclusion

Sage CIO Bob Smith talks with ESG research analyst Andrew Poreda about the Department of Labor’s recent proposal regarding ESG investing and his concerns about. . . .

July 10, 2020 4:07 pm

Sage ESG ETF Strategies Performance Commentary 2Q20

This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the second quarter.

July 10, 2020 10:17 am

Sage Income ETF Strategies Performance Commentary 2Q20

This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the second quarter.

July 10, 2020 10:13 am