Perspectives
Stay up to date on emerging industry issues and trends with Sage perspectives. From fixed income to sustainable investing, our experts cover a range of subject matter that is relevant to today’s advisors and consultants.
ESG Solutions
Investing with Purpose (Animated Video)
ESG investing provides an additional layer of risk analysis and enables investors to achieve their financial goals while investing in companies that align with their. . . .
ESG Solutions
The Sage ESG 50: An Annual Ranking of the Best ESG U.S. Corporate Bond Issuers
December 30, 2020 — ESG considerations have become increasingly important measures for assessing company valuations, risk management, and regulatory compliance. The quality and consistent execution. . . .
ESG Solutions
The 5 Keys to Good Corporate Governance
December 14, 2020 — When we talk about ESG – environmental, social and governance – investing, we often start with a discussion of the ‘G’. . . .
ESG Solutions
ESG Highlights & Holdings — Northrop Grumman
December 9, 2020 — Aerospace & Defense is a critical component of the economy and global safety, yet many ESG investing strategies eliminate the industry. . . .
ESG Solutions
The Many Shades of ESG Integration: A Survey of U.S. Equity ESG ETFs
December 2, 2020 — As the number of ESG ETF options continues to rise, it is increasingly important for investors to “look under the hood”. . . .
Tactical ETF
Staying Invested Through Market Volatility (Animated Video)
At Sage, we are tactical investment managers. That means when the market starts to take a turn, we shift toward stocks, bonds, and other securities. . . .
Fixed Income
Focusing on the Three C’s for Fixed Income Investing
December 1, 2020 — Fixed income investors have benefited from falling rates and a recovery in spreads, which has generated attractive returns thus far in. . . .
ESG Solutions
A Framework for Analyzing Municipal Climate Risk
December 1, 2020 — Climate change remains top of mind for money managers, according to US SIF: The Forum for Sustainable and Responsible Investment recently released. . . .
ESG Solutions
ESG Highlights & Holdings — Sysco Corporation
October 26, 2020 — Sysco (an acronym for Systems and Services Company) is a global leader in selling, marketing, and distributing food products. The company. . . .