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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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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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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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 ESG Top 5 — Week of November 21

November 21, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .

A Muni Minute — Let’s Talk Turkey

November 15, 2022 — Despite a difficult return environment for fixed income this year, municipal bonds can provide investors with attractive relative performance, tax-free income,. . . .

Lower Inflation – It’s Been a Long Time Coming

November 11, 2022 — Yesterday’s CPI print was up less than expected, meaning inflation is starting to show subtle signs of slowing. We still need. . . .

BBBs Lagged in the Recent Risk Rally

November 9, 2023 — BBB corporate bonds make up greater than 50% of the investment grade corporate market, and they look particularly attractive here as. . . .

The Sage ESG Top 5 — Week of November 1

November 1, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .

ESG Insights Compendium

November 1, 2022 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .

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