Sage Presents

Perspectives on the Future

In this two-day conference, Sage brings together a diverse set of thought leaders to discuss relevant topics for today’s institutional clients and consultants.

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January 24, 2023

2022 Sustainability Report

Sage’s 2022 Sustainability Report provides an in-depth look at our company’s ongoing commitment to sustainability.

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September 21, 2022

2022 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. We received responses from 23 ETF Sponsors that collectively manage approximately $37 trillion in total assets and represent roughly 80% of global ETF AUM.

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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.

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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

Municipal Transportation Is Back . . . For Some Sectors

January 31, 2023 — The transportation sector makes up about 16% of the municipal bond index, and it was the hardest hit by Covid-19 in. . . .

Tax-Loss Considerations for Municipal Bond Strategies

January 31, 2023 — For most investors, taking advantage of the tax code is a prudent investment strategy that may enhance realized after-tax returns. Sage. . . .

Impact Bonds: Bumps in the Road Give Way to a Smoother Ride Ahead

January 29, 2023 — Analysts are predicting a pronounced rebound in impact bond issuance for 2023. In this piece, Sage provides an outlook for impact. . . .

2022 Sustainability Report

January 24, 2023 — Sage’s 2022 Sustainability Report provides an in-depth look at our company’s ongoing commitment to sustainability. The report illustrates our dedication to. . . .

Bed, Bath & Beyond: Weaker Demand and Supply Chain Issues Threaten a Mighty Discount Retailer

January 20, 2023 — Following this week’s news of  Party City’s bankruptcy filing, we’re taking a closer look at the retail space. Another company we’ve. . . .

The Sage ESG Top 5 — January 19, 2023

January 19, 2023 — 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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