Bob Smith, Chief Investment Officer for Sage Advisory, and Stephen Hagan, Managing Partner of iH2 Advisors & Company, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss Sage Advisory’s history as an ETF strategist and how iH2 Advisors provides access to offshore investors.
iH2 Advisors’ iTAMPSM Platform was built to meet the needs of offshore investors, allowing access to a full suite of strategies through a managed account structure, which provides customized portfolios with transparency to the underlying holdings.
Sage Advisory is one of the first managers iH2 Advisors has worked with that has built UCITS portfolios. Sage Advisory also provides intellectual capital and portfolio construction expertise to the iH2 Advisors ecosystem of managers. The iTAMP Platform allows Sage Advisory to engage with the international community.
Sage Advisory is an institutional investment management firm with nearly $30 billion in assets under management (AUM). The firm offers fixed-income management and analytical services and serves as an ETF strategist.
Sage has offered ETF strategist services since 1998. The core equity portfolio uses factor analysis to drive risk management and diversification across both active and indexed ETFs. The fixed-income portfolios offer the stability of core allocations, supplemented by allocations to high-yield and hybrid asset-class ETFs that provide liquidity and diversification. Multi-asset income is the third portfolio that balances total return with a high level of income, investing across dividend equities, fixed income, preferreds, and hybrid asset classes.
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