Sage Advisory Podcast

This podcast episode from "Insuring Tomorrow" features Greg Cobb, Director of Insurance Solutions at Sage Advisory Services, and JD Colbert, Co-Founder of the Sovereign Insurance Association for Native Nations (SIANN). They discuss the intersection of captive insurance with the Native American community, emphasizing the unique role of tribal sovereignty in creating insurance solutions ta...

In this podcast we interview Emma Harper, Senior Research Analyst, about The Sage Sustainable 50, an annual list of the most sustainable companies in the US bond market, based on the Sage ESG Leaf Score® methodology.

The insurance industry is at a turning point. In an era where climate change and environmental responsibility are at the forefront of global conversations, the insurance industry is taking center stage. Welcome to “Insuring Tomorrow,” a series of podcasts where we take a deeper dive into the world of insurance and evolving trends in sustainability. In this episode, we talk with Greg Cobb, head of...

When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

In this quarterly market review and outlook, Sage's Michael Walton and Thomas Urano discuss inflation, the Fed's policy response, and fixed income portfolio positioning. Michael leads Sage's Business Development Team, and Thomas is the Head of Portfolio Management.

Sage's Lily Tu talks with CIO Bob Smith and Senior ESG Research Analyst Emma Harper about how Sage integrates ESG analysis into bond portfolios, the differences between ESG and impact, and how ESG integration can enhance financial outcomes.

In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael leads Sage’s Business Development Team, and Thomas is the Head of Portfolio Management.

In this podcast, Sage's Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage's outlook for the second half of the year.

Sage President Bob Smith and Sr. Research Analyst Andy Poreda discuss the top ESG news stories of the week. Included in this week’s Top 5 are new U.S. solar initiatives, the continued crackdown on greenwashing, and ESG options in retirement plans.

Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused one of the all-time worst quarters for the bond market. They discuss the three things that need to happen to get inflation under control and how Sage is positioned given the near-term outlook.

For this episode of the Sage ESG Podcast, Bob Smith, President and Chief Investment Officer at Sage sat down with Dan Romito, Partner at Pickering Energy Partners to discuss the energy transition.

Sage ESG Research Analysts Sara Rodriguez and Emma Harper sit down to discuss how Sage evaluates climate risk to align with the goals set at COP26 this past fall.

Sage ESG Research Analyst Andrew Poreda sits down with ESG Research Analysts Emma Harper and Sara Rodriguez to discuss the results of Sage’s 2021 Annual ETF Stewardship Survey. This year’s survey evaluated ETF Sponsors across six areas – proxy voting; company engagement; climate initiatives; stewardship resources; disclosure practices; and diversity, equity, and inclusion.

Two Sage ESG research analysts, Andy Poreda and Sara Rodriguez, discuss what getting to “net zero” means for the auto industry and the challenges and opportunities in electric vehicle adoption.

Many questions are still unanswered following Winter Storm Uri, which left millions of Texans without power and water for days. Could this disaster have been prevented? Who is responsible? How will we prepare for the next climate-related event? In this episode, Sage interviews Dr. Samantha Montano, an expert in emergency management and author of the forthcoming book Disasterology: Dispatches From...

Our planet has been recording the warmest years on record and we are increasingly experiencing the adverse effects of climate change. It has been widely recognized that climate change is being triggered by higher levels of greenhouse gases. What can we do about this? In this podcast, Bob Smith and Andy Poreda discuss the importance of reaching net zero in an effort to tackle climate change.

What do Nike, Wells Fargo, and BP have in common? They have all experienced controversy related to environmental, social, and governance (ESG) risks that has affected their brand value. The growth of intangible assets (e.g., brand value), which now comprise 90% of the S&P 500’s total assets, emphasizes the importance of ESG analysis and considering risks that aren't always reported on company...

From vaccine rollouts to monetary policy – what curveballs is Sage’s Investment Committee members keeping an eye out for in 2021?

In this podcast, Sage’s CIO Bob Smith sits down with members of Sage’s investment committee – Rob Williams, Thomas Urano, Jeff Timlin, and Komson Silapachai – to review the past year and discuss our outlook going into 2021.

In this podcast, Sage’s Director of Research Rob Williams and Komson Silapachai, Vice President of Research and Portfolio Strategy, discuss the “key risk decisions” that inform our tactical investment strategy outlook and positioning going into 2021.

To better understand how Sage evaluates corporate governance, we have created “The 5 C’s” framework – compensation, composition, competency, clarity, and consistency. In this podcast, Sage’s CIO Bob Smith and Research Analyst Andy Poreda discuss the 5 C’s and examples of companies that exemplify each.

Sage ESG research Analysts Andy Poreda and Sara Rodriguez discuss the importance of having a strong governance foundation and illustrate through Sage’s case study of Waste Management how overcoming a governance scandal can lead to social and environmental outperformance. To read the case study on Waste Management, click here .

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 a positive example through Sage’s case study of Cisco Systems.

There are over 600 organizations that provide research and analytics about companies' environmental, social, and governance policies and practices. How does Sage distill information in an effective and accessible way? ESG research analysts Emma Harper and Andy Poreda provide insight into how Sage measures sustainability.

Sage's Managing Director Michael Walton and National Sales Director Bob Moser talk about how Cash Balance Plans work, who are the best candidates for this type of retirement plan, and how financial advisors can make Cash Balance Plans a successful part of their practice.