2024 Captive International US Awards

WINNER

Asset Management Firm, Sage

WINNER

Asset Management Individual, Greg Cobb

๐˜›๐˜ฉ๐˜ฆ ๐˜Š๐˜ข๐˜ฑ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ฏ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜œ๐˜š ๐˜Š๐˜ข๐˜ฑ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ˆ๐˜ธ๐˜ข๐˜ณ๐˜ฅ๐˜ด ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜จ๐˜ฏ๐˜ช๐˜ป๐˜ฆ๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ต๐˜ฐ๐˜ฑ ๐˜ช๐˜ฏ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜ช๐˜ฏ๐˜ฅ๐˜ช๐˜ท๐˜ช๐˜ฅ๐˜ถ๐˜ข๐˜ญ๐˜ด ๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜œ๐˜š ๐˜ค๐˜ข๐˜ฑ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜ฎ๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต ๐˜ข๐˜ค๐˜ณ๐˜ฐ๐˜ด๐˜ด ๐˜ข๐˜ญ๐˜ญ ๐˜ฑ๐˜ข๐˜ณ๐˜ต๐˜ด ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜ช๐˜ฏ๐˜ฅ๐˜ถ๐˜ด๐˜ต๐˜ณ๐˜บ. ๐˜›๐˜ฉ๐˜ฆ ๐˜ณ๐˜ฆ๐˜ด๐˜ถ๐˜ญ๐˜ต๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ท๐˜ฐ๐˜ต๐˜ฆ๐˜ฅ ๐˜ง๐˜ฐ๐˜ณ ๐˜ฃ๐˜บ ๐˜ต๐˜ฉ๐˜ฆ ๐˜Š๐˜ข๐˜ฑ๐˜ต๐˜ช๐˜ท๐˜ฆ ๐˜๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ฏ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ณ๐˜ฆ๐˜ข๐˜ฅ๐˜ฆ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ค๐˜ฐ๐˜ฎ๐˜ฑ๐˜ญ๐˜ฆ๐˜ต๐˜ฆ๐˜ญ๐˜บ ๐˜ช๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฆ๐˜ฏ๐˜ฅ๐˜ฆ๐˜ฏ๐˜ต ๐˜ฐ๐˜ง ๐˜ด๐˜ฑ๐˜ฐ๐˜ฏ๐˜ด๐˜ฐ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ/๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ช๐˜ฏ๐˜ง๐˜ญ๐˜ถ๐˜ฆ๐˜ฏ๐˜ค๐˜ฆ. ๐˜š๐˜ข๐˜จ๐˜ฆ ๐˜ฅ๐˜ช๐˜ฅ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ข๐˜บ ๐˜ต๐˜ฐ ๐˜ฑ๐˜ข๐˜ณ๐˜ต๐˜ช๐˜ค๐˜ช๐˜ฑ๐˜ข๐˜ต๐˜ฆ ๐˜ช๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜ข๐˜ธ๐˜ข๐˜ณ๐˜ฅ๐˜ด.

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2024 Annual

ETF Stewardship Report

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. The sixth annual Sage Stewardship Survey evaluated 21 ETF sponsors across six key areas: proxy voting, company engagement, stewardship resources, climate initiatives, diversity, equity, and inclusion (DEI), and governance. Find out which types of sponsors are leading the way and how they stack up in these critical categories!

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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. Thatโ€™s the Sage perspective. And one you wonโ€™t find anywhere else.

SEE FOR YOURSELF

Whatโ€™s in a name?

When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sageโ€™s name came to be.

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Annual Sustainability Report

Sageโ€™s 2023 Sustainability Report provides an in-depth look at our companyโ€™s unwavering commitment to sustainability. The report illustrates our dedication to responsible business practices that support our efforts to create a positive impact across our operations and beyond.

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Notes From the Desk

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

Responsible Investing Compendium

November 12, 2024 — The following is a comprehensive list of Sageโ€™s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .

Red-Wave Recalibration: Navigating the Post-Election Market Shift

November 11, 2024 — The results of last week’s elections have rippled through financial markets. With a “Red Sweep” in Washington likely, markets are now. . . .

Coalโ€™s Elongated Future

November 8, 2024 — Coal power is affordable and reliable, and globally there are reserves to last decades, if not centuries (e.g., the US EIA. . . .

All Eyes on the Election

October 28, 2024 — The elections are a little more than a week away, and the markets are intensely focused on the outcome.ย While the result. . . .

2024 Annual ETF Stewardship Report

October 24, 2024 — Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf. . . .

Captive International USA Awards 2024

October 23, 2024 — The last several years of volatility in the commercial markets has contributed to what many insurance veterans refer to as the. . . .

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