March 31, 2022

2021 Corporate Social Responsibility Report

Sage’s 2021 Corporate Social Responsibility (CSR) report provides an in-depth look at our company’s ongoing commitment to sustainability.

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February 2022

The Special Financial Assistance Program Has Arrived

Learn about how Sage can help Taft-Hartley Plans that qualify for financial assistance under the American Rescue Plan Act.

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Insurance Asset Manager

August 2021

Top 100

CAMRADATA has released its inaugural U.S. Insurance Asset Manager Directory for 2021 and places Sage in the top 100 of insurance-focused asset managers.

December 13, 2021

Sage Sustainable 50

In a world of equity-based ESG lists, Sage Advisory presents the Sage Sustainable 50 from a fixed income perspective. We assessed the inherent ESG risks of over 1,200 bond issuers of U.S. dollar-denominated debt, providing a top 50 list of leaders of ESG practices.

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 Sage ESG Top 5 — Week of July 22

July 22, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .

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“De Minimis” Part 2: Tax Warning Becomes Reality

July 18, 2022 — Since 2017, there has been a dramatic shift in the coupon structure of municipal bonds. Traditional 5% coupon bond issuance declined. . . .

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ESG Equity ETFs: 1H Performance

July 11, 2022 — The shift in Fed expectations has been the driving factor behind the correction in equities across the vast majority of sectors,. . . .

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Recessions Can Sting, But Munis Are Generally Slow To Feel Pain

July 8, 2022 — As the Federal Reserve continues to combat runaway inflation with interest rate hikes, many economic indicators are flashing red, suggesting that. . . .

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A Historic Bond Market Decline, Is an End in Sight?

July 7, 2022 — Fixed income funds have experienced the longest consecutive monthly net withdrawal streak on record. While it has been a painful transition. . . .

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