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The “S” in ESG Investing

Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss social factors that are financially material for companies, especially throughout the COVID-19 pandemic, and highlights. . . .

September 22, 2020 1:15 pm

Sustainable Sage: The Silapachai Family

How are Sage employees and their families practicing sustainability in their daily lives? Komson Silapachai, Vice President of Research and Portfolio Strategy, and his wife. . . .

September 8, 2020 9:41 am

Sage Cash Balance Plan Strategies

Our strategies are managed to meet the specific objectives of a Cash Balance Plan, including principal protection, common interest crediting rate targets, and investment time. . . .

September 4, 2020 11:05 am

Cash Balance Case Study — A Small Business

The following retirement plan illustration includes adding a Cash Balance Plan to a 401(k) profit-sharing plan. This action allows the partners significantly higher contribution limits. . . .

September 4, 2020 11:03 am