ESG: Another Layer Of Risk Analysis For Short-Term Fixed Income Strategies Sage Advisory podcast

19:09

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 tailored to Native Nations' needs.…

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The Sage Sustainable 50 12:18

1 year тому12:18

12:18

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.

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ESG and the Insurance Industry: The Wave is (Still) Building 23:21

1 year тому23:21

23:21

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 insurance solutions at Sage Advisory.…

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What's in a name? The story of Sage Advisory Services 4:54

1 year тому4:54

4:54

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.

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Outlook for Bond Investors: Improving Return Profile with Moderating Inflation 9:14

2 years тому9:14

9:14

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.

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ESG: Another Layer of Risk Analysis for Short-Term Fixed Income Strategies 18:18

3 years тому18:18

18:18

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.

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Fixed Income Outlook: Rates, Inflation & Recession Risk 15:34

3 years тому15:34

15:34

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.

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Fixed Income Playbook for the Second Half 15:11

3 years тому15:11

15:11

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.

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The Sage ESG Top 5 40:15

3 years тому40:15

40:15

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.

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Is the Bond Market’s Heat Wave Over? 12:27

3 years тому12:27

12:27

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.…

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The Material Shortcomings of Energy Transition and ESG Data 36:17

3 years тому36:17

36:17

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.

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Evaluating Climate Risk for a Net Zero Future 10:52

3 years тому10:52

10:52

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.

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2021 Annual ETF Stewardship Survey Results 13:07

4 years тому13:07

13:07

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.…

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Is There a Place for EVs in Reaching Net Zero? 12:11

4 years тому12:11

12:11

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.

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Are Disasters Really Natural? Insights from a Disasterologist 37:58

4 years тому37:58

37:58

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 the Front Lines of the Climate Crisis . Dr. Montano sheds light on the lessons learned from previous disasters, how such events can be escalated by changing climate risks, and how they can be mitigated through progressive planning.…

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Getting to Net Zero 15:04

4 years тому15:04

15:04

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.…

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What’s in a Brand? How ESG Risks Can Make or Break a Brand 12:43

4 years тому12:43

12:43

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 financial statements.…

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Considering the Unknown: Sage’s Investment Team Weighs in on 2021 Markets 9:15

4 years тому9:15

9:15

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

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2021 Outlook 54:46

5 years тому54:46

54:46

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.

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2021 Tactical Positioning & Outlook 18:08

5 years тому18:08

18:08

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.

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The 5 C’s of ‘G’ in ESG 19:47

5 years тому19:47

19:47

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.…

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The "G" in ESG Investing 11:54

5 years тому11:54

11:54

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 .…

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The "S" in ESG Investing 10:29

5 years тому10:29

10:29

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.

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Evaluating ESG Data – How Sage Measures Sustainability 9:06

5 years тому9:06

9:06

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.…

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How to Talk to Clients About Cash Balance Retirement Plans 14:04

5 years тому14:04

14:04

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.

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The "E" in ESG Investing 10:44

5 years тому10:44

10:44

Sage ESG research analysts Andy Poreda and Sara Rodriguez discuss environmental risk factors that are financially material for companies and illustrate through Sage's case study of Edison International how these risks are weighed in ESG analysis.

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Women, the Pandemic, and ESG Investing 23:18

5 years тому23:18

23:18

The pandemic has magnified longstanding women’s issues. How can environmental, social, and governance (ESG) investing advance gender equality? The women of Sage weigh in.

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ESG for the Non-Profit World: An Opportunity Not to be Missed 14:31

5 years тому14:31

14:31

Sage’s CIO Bob Smith and Vice President Lily Tu discuss the increasing interest among nonprofits for environmental, social, and governance (ESG) investing.

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The Language of ESG Investing 10:46

5 years тому10:46

10:46

Sage’s Emma Harper and Andy Poreda discuss the language of ESG investing and the importance we place on financial materiality when incorporating ESG factors into an investing strategy.

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Sage Comments on the DOL's Proposal for ESG Inclusion 12:11

5 years тому12:11