AGF Investments
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About AGF Investments54 DownloadsAGF, Presentation
AGF Investments services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts.
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AGF Investments – Corporate Overview79 DownloadsAGF, Presentation
AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices.
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AGF Investments – Corporate Brochure71 DownloadsAGF, Presentation
AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices.
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AGF Global Select ADR Presentation61 DownloadsAGF, Presentation
We are focused on growth and market leadership by investing in leading growth companies in every investment cycle and making strategic pivots to capture market leadership amidst constant market evolution.
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AGF Global Select ADR Fact Sheet54 DownloadsAGF, Presentation
We believe that investing in the growth leaders of each market cycle ofers investors the best opportunity to outperform over time.
Pacific Income Advisers
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Pacific Income Advisers – High Yield Commentary – 2Q2615 DownloadsinSights, Pacific Income Advisers
The U.S. equity markets reversed course in the second quarter, despite persistent geopolitical and inflation concerns.
Read more: Pacific Income Advisers – High Yield Commentary – 2Q26
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inCadense powers launch of Pacific Income’s offshore high yield SMA strategies119 DownloadsinSights, Pacific Income Advisers
inCadense has been selected by Pacific Income Advisers (PIA) to power the launch of the firm’s new offshore high yield separately managed account (SMA) strategies, as part of its broader push to reach non-U.S. investors seeking customized fixed income solutions.
Read more: inCadense powers launch of Pacific Income’s offshore high yield SMA strategies
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Pacific Income Advisers – Managed Account Completion Shares93 DownloadsinSights, Pacific Income Advisers
Pacific Income Advisers (PIA), in recognition of the challenges facing fixed income investors, utilizes the Advisors Series Trust Managed Account Completion Shares (MACS).
Read more: Pacific Income Advisers – Managed Account Completion Shares
Sage Advisory
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Sage Advisory Services, LTD. Company Overview112 DownloadsPresentation, Sage Advisory
Sage serves institutional and private clients through traditional fixed-income asset management, responsible investing portfolios, global tactical ETF strategies, and liability-focused investment solutions.
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Sage ETF Strategies Overview13 DownloadsPresentation, Sage Advisory
This presentation introduces the firm, its investment team, and its process, then walks through the lineup of UCITS ETF model portfolios — spanning growth, stability, and income objectives.
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Weekly Notes from the Desk131 DownloadsPresentation, Sage Advisory
This series provides timely, concise commentary on current market developments and what they mean for investors.
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Servicios De Asesoramiento Sage, LTD.171 DownloadsPresentation, Sage Advisory
Sage provee servicios el mercado institucional y de clientes privados con gestión tradicional de activos de renta fija, portafolios de inversión responsable, estrategias globales tácticas de ETF y soluciones de inversión orientadas a pasivos.
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Visión General de las Estrategias con ETFs de Sage14 DownloadsPresentation, Sage Advisory
Esta presentación ofrece una introducción a la firma, a su equipo de inversión y a su proceso, para posteriormente recorrer la gama de carteras modelo de ETF UCITS, que abarca objetivos de crecimiento, estabilidad e ingresos.
Read more: Visión General de las Estrategias con ETFs de Sage
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Values-Based Compendium14 DownloadsPresentation, Sage Advisory
This compendium brings together Sage’s research and thought leadership in values-based, religious, and mission-driven investing, offering insights into the frameworks, priorities, and screening methodologies that guide each approach and support meaningful, responsible investment decisions.
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SAGE – Global Asset Allocation Strategy137 DownloadsArticle, Sage Advisory
Sage’s investment committee shares its forward-looking market outlook and explains its current positioning across equities and fixed income.
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SAGE – Asset Allocation Perspectives127 DownloadsPresentation, Sage Advisory
A quarterly, chart-driven presentation that illustrates Sage’s macro outlook and asset allocation views.
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Fixed Income Outlook in Five Charts — Let Income Do the Work51 DownloadsPresentation, Sage Advisory
Halfway through 2026, the fixed income story hinges on one word: inflation.Read more: Fixed Income Outlook in Five Charts — Let Income Do the Work
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SAGE – Fixed Income Investment Strategy155 DownloadsArticle, Sage Advisory
Fixed Income Investment Strategy provides an overview of Sage’s market outlook and sector positioning.
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SAGE – Fixed Income Perspectives185 DownloadsPresentation, Sage Advisory
This presentation provides an overview of our market outlook and key themes, and it illustrates how Sage is positioned in the current environment.
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The History of Sage15 DownloadsPresentation, Sage Advisory
This narrative traces Sage Advisory’s founding, philosophy, and evolution, explaining who the firm is, what it believes, and how its client-centered, purpose-driven approach has shaped its capabilities over time.
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La Historia de Sage14 DownloadsPresentation, Sage Advisory
Esta narrativa traza la fundación, la filosofía y la evolución de Sage Advisory, explicando quién es la firma, en qué cree y cómo su enfoque centrado en el cliente y orientado por un propósito ha configurado sus capacidades con el paso del tiempo.
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Sage Advisory steps into international ETF waters with inCadense193 DownloadsPresentation, Sage Advisory
Austin, Texas-based investment management firm, Sage Advisory, with close to USD30 billion under management, has announced that is has formed a strategic collaboration with inCadense to bring Sage’s investment strategies to international markets.
Read more: Sage Advisory steps into international ETF waters with inCadense
Schafer Cullen
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Q1 2026 Market Update: Cullen High Dividend Value Strategy57 DownloadsPresentation, Schafer Cullen
Read more: Q1 2026 Market Update: Cullen High Dividend Value Strategy
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WisdomTree
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WisdomTree-Siegel UCITS Model Portfolios Offshore via iH2 Advisors & Company90 DownloadsinSights, WisdomTree
Collaboration expands access to WisdomTree’s UCITS model portfolios through the inCadense offshore platform.
Read more: WisdomTree-Siegel UCITS Model Portfolios Offshore via iH2 Advisors & Company
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WisdomTree – Modern Portfolios Brochure114 DownloadsinSights, WisdomTree
When multiple funds are put together into a “model” portfolio, they can offer advisors even more benefits to consider for their clients, including broad diversification in a single portfolio and a range of options to a client’s investment objectives and risk profile.
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WisdomTree – Becoming Your Clients Financial MD Whitepaper101 DownloadsinSights, WisdomTree
In the world of finance, parallels to other professional fields often reveal profound insights. Consider the transformative experience of undergoing LASIK eye surgery.
Read more: WisdomTree – Becoming Your Clients Financial MD Whitepaper
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WisdomTree – Siegel-WisdomTree Model Portfolios101 DownloadsinSights, WisdomTree
Blending the groundbreaking research of Professor Jeremy Siegel with the innovative investment expertise of WisdomTree.
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WisdomTree – The Next Step in Investment Evolution110 DownloadsinSights, WisdomTree
Investors today face a number of challenges. Market volatility geopolitical turmoil, and Fed Policy uncertainty can impact the performance of almost any investment. But investors also face challenges from the investments themselves including costs, performance potential and investment overlap.
Read more: WisdomTree – The Next Step in Investment Evolution