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.

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What’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 Sage’s name came to be.

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The Sage Sustainable 50:

An Annual Ranking of the Most Sustainable Corporate Debt Issuers

Annual Sustainability Report

Sage’s 2023 Sustainability Report provides an in-depth look at our company’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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Sage's LinkedIn Weekly Fixed Income Market Commentary

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

Sage Evaluates 11 GICS Sectors for Sustainability Risks and Opportunities

July 18, 2024 — We assess 1,500 corporate issuers quarterly using our Sage ESG Leaf Score® Methodology. This custom framework includes quantitative and qualitative analysis. . . .

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Waning Inflation Increases Likelihood of Rate Cuts

July 15, 2024 — Last week’s soft inflation data and recent weakening labor make it increasingly likely that the Fed will cut rates starting in. . . .

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Webinar: Exploring Passive’s Potential in Bonds

Passive strategies have transformed equities investing – is fixed income next? Join S&P DJI, BlackRock, and Sage Advisory as they discuss the advantages of an. . . .

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Global Sustainability Spotlight: The Nuclear Power Renaissance

July 11, 2024 — This week, we’re exploring the nuclear power value chain. As momentum toward a nuclear renaissance continues around the globe, there will. . . .

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Bonds in the Balance: Navigating the Fed’s Interest Rate Seesaw

July 9, 2024 — How does fixed income typically behave during Fed interest rate cycles? We measured yield levels, curves, and credit spreads, as well. . . .

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Does Election Season Influence the Fed’s Decisions?

July 1, 2024 — There’s a debate about whether the timing of US presidential elections impacts the Federal Reserve’s policy choices. In this week’s newsletter,. . . .

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