Sage did not pay to participate in the directory.

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.

Read More
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.

Read More
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.

Read More

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.

Read More

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.


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 Sustainable 50: An Annual Ranking of the Top ESG-Rated Fixed Income Issuers

December 14, 2021 — In a world of equity-based ESG lists, Sage Advisory presents the Sage Sustainable 50 from a fixed income perspective. We assessed. . . .

Bad Habits Return to the High Yield Market

December 14, 2021 — High yield investors that had hoped for management teams to maintain balance sheet discipline are likely to be disappointed as we. . . .

A Rising Tide: The Year Impact Bonds Flooded the Market

December 13, 2021 — Sage Advisory has been following the growth of impact bond issuance closely. Earlier this year, we created an impact bond strategy. . . .

2022 ESG Outlook: Climate Risk Takes Center Stage

December 13, 2021 — Read Sage’s 2022 ESG Outlook Q&A with Emma Harper, VP, Sr. Research Analyst, and Andy Poreda, VP, Sr. Research Analyst.

2022 Tactical ETF Outlook: Balancing Strong Growth & Shifting Fed Policy

December 13, 2021 — Read Sage’s 2022 Tactical ETF Outlook Q&A with Rob Williams, Managing Partner, Director of Research, and Komson Silapachai, Partner, Research &. . . .

2022 Fixed Income Outlook: What Follows the Great Repricing?

December 13, 2021 — Read Sage’s 2022 Fixed Income Outlook Q&A with Thomas Urano, Managing Partner, Portfolio Management.

Subscribe to our insights.


Contact Us