Cash Balance Strategy Monitor September 2021
October 20, 2021 — This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset. . . .
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Uncle Sam Wants You! Well, Actually, Just Your Money
October 19, 2021 — Since the dawn of time, governments have relied heavily on the power of taxation to collect money and redistribute it to. . . .
An Investment Manager’s Approach to Cash Balance Plans
In this episode, Sage’s Managing Director Michael Walton and National Sales Director Bob Moser address the 3 big questions clients usually have about their cash. . . .
Tactical ETF Performance Commentary 3Q21
October 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the third quarter.
Sage Income ETF Performance Commentary 3Q21
October 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage Income ETF Strategies in the third quarter.
ESG ETF Performance Commentary 3Q21
October 14, 2021 — This one-page report details what contributed to and detracted from performance for the Sage ESG ETF Strategies in the third quarter.
An Innovative Research Approach: Using ESG Integration to Enhance Risk Controls
October 14, 2021 — As the effects of climate change become more prevalent, the potential for unexpected and significant impacts to credit risk has increased. . . .
Not Woke or Greenwashing: ESG Is Just Solid Risk Management
October 14, 2021 — ESG has taken hits from all angles as of late. Whether it be former sustainability leaders going on record to strongly. . . .