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Sage Advisory Podcast
12 minutes | 2 months ago
Is There a Place for EVs in Reaching Net Zero?
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.
38 minutes | 2 months ago
Are Disasters Really Natural? Insights from a Disasterologist
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.
15 minutes | 3 months ago
Getting to Net Zero
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.
13 minutes | 4 months ago
What’s in a Brand? How ESG Risks Can Make or Break a Brand
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 in such intangible assets as brand – intangible assets are 90% of the S&P 500’s total assets – emphasizes the importance of ESG analysis, which considers risks that aren't always reported on company financial statements.
9 minutes | 4 months ago
Considering the Unknown: Sage’s Investment Team Weighs in on 2021 Markets
From vaccine rollouts to monetary policy – what curveballs is Sage’s Investment Committee members keeping an eye out for in 2021?
55 minutes | 5 months ago
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.
18 minutes | 5 months ago
2021 Tactical Positioning & Outlook
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.
20 minutes | 5 months ago
The 5 C’s of ‘G’ in ESG
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.
12 minutes | 7 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 | 8 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 | 8 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 | 8 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 | 8 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 | 9 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 | 9 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 | 9 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 | 10 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 | 10 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 | 10 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 | a year 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.
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