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.

SEE FOR YOURSELF

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

The Winners and Losers of the Great Reflation Trade

September 14, 2021 — Not all commodities have benefitted equally in the reflation/economic reopening trade. Some have long-term structural supply/demand imbalances, while others have seen. . . .

Fixed Income Returns & Rising Rate Environments

September 10, 2021 — Given the large moves in interest rates over the past 12 months, investors are focused on the near-term direction of rates.. . . .

ESG Insights Compendium

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

Are Markets Prepared for the Fed to Taper QE?

August 24, 2021 — Fueled by stimulus and pent-up demand from the Covid-induced recession, the U.S. economy staged one of the sharpest recoveries in the. . . .

ESG Highlights & Holdings — Micron Technology

August 23, 2021 — Micron Technology, Inc. is an American semiconductor company that produces a variety of memory and storage products. Micron is the fifth. . . .

Creating Impact With Sage’s New Impact Bond SMA Strategy

August 12, 2021 — The issuance of green, social, and sustainability bonds reached $3.2 trillion in the first half of 2021 and is on track. . . .

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