View our ETF Overview to learn more about our ETF strategies.

The Sage Tax Aware Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in the global taxable and tax-exempt fixed income market along with exposure to high-dividend equity and alternative segments. The investment and research process is built around Sage’s proprietary top-down multi-factor model that includes macroeconomic, fundamental, relative valuation and technical analysis.

The Sage Multi Asset Income Strategy is a conservative yield-focused ETF strategy which seeks to meet investors’ income needs by tactically investing in the global fixed income market along with exposure to high-dividend equity and alternative segments. The investment and research process is built around Sage’s proprietary top-down multi-factor model that includes macroeconomic, fundamental, relative valuation and technical analysis.

The Sage Growth tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a growth investor. The strategy will invest in the global fixed income, global equity and alternative market segments. Tactical allocation decisions will be applied on two levels; at the broad asset class level and within the various fixed income, equity and alternative market segments.

The Sage Moderate Growth tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a moderate growth investor. The strategy will invest in the global fixed income, global equity and alternative market segments. Tactical allocation decisions will be applied on two levels; at the broad asset class level and within the various fixed income, equity and alternative market segments.

The Sage Moderate tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a moderate investor. The strategy will invest in the global fixed income, global equity and alternative market segments. Tactical allocation decisions will be applied on two levels; at the broad asset class level and within the various fixed income, equity and alternative market segments.

The Sage Conservative tactical ETF strategy is a global asset allocation portfolio that is managed consistent with the risk orientation of a conservative investor. The strategy will invest in the global fixed income, global equity and alternative market segments. Tactical allocation decisions will be applied on two levels; at the broad asset class level and within the various fixed income, equity and alternative market segments.

The Sage All Cap Equity Plus tactical ETF strategy seeks to provide strong risk-adjusted investment returns relative to the global equity market. The strategy will invest primarily in core domestic and international equity markets and will tactically allocate between 0%-40% in non-core segments such as emerging market equity, commodities, real estate and currencies.

The Sage Core Plus Fixed Income tactical ETF strategy seeks to provide excess yield and strong risk-adjusted investment returns relative to the Barclay’s Aggregate Bond Index. The strategy will invest primarily in core fixed income and will tactically allocate between 0%-40% in non-core segments such as high yield, non-dollar, emerging market debt and preferred stocks. The tactical allocation decisions will be determined by the desired portfolio duration, yield curve management and opportunities in non-core market segments.