Sage Advisory Joins the CFA DEI Code
February 13, 2023 — Diversity, equity, and inclusion (DEI) are crucial elements in the future of the investment industry and the success of investment firms.. . . .
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The Sage ESG 50: An Annual Ranking of the Most Sustainable US Corporate Bond Issuers
February 7, 2023 — The consideration of ESG issues has become an essential component for investors to both manage risk and identify investment opportunities. A. . . .
Municipal Transportation Is Back . . . For Some Sectors
January 31, 2023 — The transportation sector makes up about 16% of the municipal bond index, and it was the hardest hit by Covid-19 in. . . .
Tax-Loss Considerations for Municipal Bond Strategies
January 31, 2023 — For most investors, taking advantage of the tax code is a prudent investment strategy that may enhance realized after-tax returns. Sage. . . .
Sage Cash Balance Performance Commentary 4Q22
January 30, 2023 — This quarterly research piece provides portfolio positioning and commentary for the Sage Cash Balance CITs.
Impact Bonds: Bumps in the Road Give Way to a Smoother Ride Ahead
January 29, 2023 — Analysts are predicting a pronounced rebound in impact bond issuance for 2023. In this piece, Sage provides an outlook for impact. . . .
2022 Sustainability Report
January 24, 2023 — Sage’s 2022 Sustainability Report provides an in-depth look at our company’s ongoing commitment to sustainability. The report illustrates our dedication to. . . .
Outlook for Bond Investors: Improving Return Profile with Moderating Inflation
In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael. . . .