July 20, 2021

2021 Annual ETF Stewardship Survey

Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf of ETF investors.

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Sage 2021 Responsible Investment Policy

This report outlines Sage’s Responsible Investment and Governance policies, including the responsibilities of both the ESG Investment Committee and ESG Research & Risk Analysis Team, and the sources of ESG information and research utilized by Sage.

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Net Zero Heroes: Understanding Corporate Challenges, Realities, and Goals

Many Fortune 500 companies have made it a goal to be carbon neutral, or have “net zero” emissions, by 2050. In this piece, Sage discusses the challenges to becoming a net zero company, the importance of understanding Scope 3 emissions, and the four ways in which companies are tackling emissions reduction.

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In Our Industry,

Perspective Matters

So does trust. And transparency. At Sage, we value the development of client relationships just as much as the development of sound investment strategies. Personalizing business is just how we do things in Austin. Pairing strategy with sincerity. Performance with partnership. That’s the Sage perspective. And one you won’t find anywhere else.


Our focus? Our clients.

One of the best assets you can invest in is valuable relationships. For us, that's the relationships we build with our advisors, consultants and clients. Since 1996, we've crafted smart investment strategies centered on risk management and delivered through transparent communication. In this way, we responsibly guide our partners toward tailored, innovative investment solutions.

Our Insights

2021 Annual ETF Stewardship Survey

July 20, 2021 — Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf. . . .

How Low Can We Go? High-Yield Spreads and Defaults Fall as Balance Sheets Improve

July 13, 2021 — Sage’s Ryan O’Malley weighs in on the insatiable demand for high-yield issuance and how the “great reopening” has caused struggling consumer-linked. . . .

ESG Insights Compendium

July 1, 2021 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .

Green Treasuries: Is Now the Time for the Federal Government to Jump on the Green Bond Bandwagon?

June 29, 2021 — The green bond phenomenon has taken the investing world by storm. Corporations, governments, and municipalities worldwide have leveraged green bonds to. . . .

3 Reasons Institutional Investors are Taking a Serious Look at ESG Investing

June 23, 2021 — Earlier this week, Sage’s President & CIO Bob Smith spoke at the Barron’s Institutional Summit about how the ESG investing landscape. . . .

Where to Find Income in a Low-Interest Rate World

June 22, 2021 — The Fed’s announcement last week that would pull rate hikes forward by six months was somewhat of a surprise for investors.. . . .

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