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.
Retirement
Practical Tips for Public Pension Plans
September 20, 2018 — Although not all public pensions are poorly funded, the average public plan’s funded ratio is still well below its pre-financial crisis. . . .
ESG Solutions
ESG Perspectives — Retirement Plans, ESG Ratings & SDGs
September 5, 2018 — This month’s ESG Perspectives is a compilation of three pieces: 1) GAO Favors Better ESG Investing Rules for U.S. Retirement Plans. . . .
ESG Solutions
A Rare Opportunity in Coal Waste
August 15, 2018 — U.S. researchers, backed by the Department of Energy, are overcoming what has long been an expensive environmental challenge: extracting rare earth. . . .
ESG Solutions
Facebook’s Fall: Why Considering ESG is Important in the Investing Process
August 3, 2018 — Long before Facebook revealed that 87 million users’ data may have been breached (April 2018), and even before it was revealed. . . .
Fixed Income
3 Questions for the Second Half
July 20, 2018 — If the volatility during the first half of 2018 was caused by fears of reflation and higher rates negatively impacting equities,. . . .
Retirement
LDI for Public Defined Benefit Plans: Split the Risk to Meet Objectives
July 19, 2018 — The rules governing public DB plans make the application of asset/liability management uniquely different from their corporate DB siblings. In this. . . .
ESG Solutions
Sage’s ESG Investment Philosophy: To Achieve Better Alignment
July 19, 2018 — Sage believes that the integration of ESG factor assessment will result in better investment outcomes for our clients and closer alignment. . . .
Tactical ETF
How to Invest with an Economy at Full Capacity
June 14, 2018 — According to the most recent jobs report, unemployment is the lowest it’s been in 18 years. At 3.8%, the unemployment rate. . . .
ESG Solutions
ESG Perspectives — The Mighty Millennials
June 1, 2018 — Millennials will soon represent over 50% of the American workforce, and their influence over the future of retirement plan asset growth. . . .