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Sage Advisory Podcast
12 minutes | 2 months ago
The "G" in ESG Investing
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.
10 minutes | 2 months ago
The "S" in ESG Investing
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.
9 minutes | 2 months ago
Evaluating ESG Data – How Sage Measures Sustainability
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.
14 minutes | 3 months ago
How to Talk to Clients About Cash Balance Retirement Plans
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.
11 minutes | 3 months ago
The "E" in ESG Investing
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.
23 minutes | 3 months ago
Women, the Pandemic, and ESG Investing
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.
15 minutes | 4 months ago
ESG for the Non-Profit World: An Opportunity Not to be Missed
Sage’s CIO Bob Smith and Vice President Lily Tu discuss the increasing interest among nonprofits for environmental, social, and governance (ESG) investing.
11 minutes | 4 months ago
The Language of ESG Investing
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.
12 minutes | 5 months ago
Sage Comments on the DOL's Proposal for ESG Inclusion
Sage CIO Bob Smith talks with ESG research analyst Andrew Poreda about the Department of Labor’s recent proposal regarding ESG investing and his concerns on how this proposal hinders the value of ESG integration and its importance in risk mitigation.
10 minutes | 5 months ago
A Perfect Storm for ESG Investing
Sage's Komson Silapachai and Emma Smith discuss the three trends that are creating the ideal conditions for environmental, social, and governance (ESG) investing to see enormous growth.
58 minutes | 5 months ago
The Pandemic Brain
State Street and Sage Advisory bring you NPR/KUT’s Two Guys on Your Head team -- Rebecca McInroy and University of Texas professors Dr. Art Markman and Dr. Bob Duke -- to talk about the psychology of dealing with uncertainty, living and working in virtual environments, staying constructive in difficult times, and so much more!
13 minutes | 6 months ago
Sustainable Investing With Sage’s ESG ETF, GUDB
CIO Bob Smith talks with research analysts Andrew Poreda and Emma Smith about recent market events and the value of sustainable investing through Sage's fixed income ETF, which is listed on the New York Stock Exchange under the ticker symbol GUDB.
12 minutes | 7 months ago
Assessing the Link Between Climate Change Risk & Municipal Credit Ratings
How does a city's preparedness for climate change-related events stack up to its credit rating? Sage's Nick Erickson and John Sama discuss their analysis of climate change data from Notre Dame's Urban Adaptation Assessment and how the disconnect between climate change preparedness and credit ratings may reveal investing opportunities.
4 minutes | 9 months ago
The Resiliency of the Bond Market – February Market Update
Sage’s Komson Silapachai discusses the impact of the coronavirus on markets, the two reasons for continued strength in fixed income, and where Sage sees pockets of opportunity.
14 minutes | 10 months ago
The Coronavirus & Capital Markets: Implications & Positioning
How should investors think about the coronavirus and its potential effects on the capital markets? In this podcast, Sage CIO Bob Smith recounts a presentation given by the professor and molecular biologist Dr. Gail Perry-Smith about the novel coronavirus. He also talks with Komson Silapachai, VP of Research and Portfolio Strategy, about how Sage is positioning its investment portfolios.
7 minutes | 10 months ago
"Factor-Based Investing" with Ward Bortz of Invesco
Sage interviews Ward Bortz, Senior Client Portfolio Manager at Invesco, who discusses the growth of factor investing and what's driving adoption in 2020. This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical events, investment strategy, risk management, retirement policy and issues, women and investing, and sustainable investing.
10 minutes | 10 months ago
Fixed Income 2019 Review and 2020 Outlook
In this podcast, Sage’s Michael Walton, Dustin Finley, and Thomas Urano discuss what drove returns for 2019 and share our outlook for the first half of 2020.
7 minutes | a year ago
Market Outlook 2020
In this podcast, Sage’s Director of Research Rob Williams and Vice President of Research and Portfolio Strategy Komson Silapachai provide a 2020 market outlook and five key themes to keep in mind this year.
10 minutes | a year ago
"The Past is Not Prologue" with Brandon Kunz of Research Affiliates
Sage interviews Brandon Kunz, Partner and Portfolio Specialist at Research Affiliates, who discusses what investors can do to prepare for the prospect of a lower-return environment. This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical events, investment strategy, risk management, retirement policy and issues, women and investing, and sustainable investing.
13 minutes | a year ago
"The Coming Global Inflection Point" with Stratfor's Reva Goujon
Sage interviews Reva Goujon, Vice President of Global Analysis at Stratfor, who discusses “The Coming Global Inflection Point,” and the changing geopolitical and demographic landscape. This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical events, investment strategy, risk management, retirement policy and issues, women and investing, and sustainable investing.
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