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.

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Net Zero Heroes: Understanding Corporate Challenges, Realities, and Goals

Many Fortune 500 companies have made it a goal to be carbon neutral, or have “net zero” emissions, by 2050. In this piece, Sage discusses the challenges to becoming a net zero company, the importance of understanding Scope 3 emissions, and the four ways in which companies are tackling emissions reduction.

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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.

SEE FOR YOURSELF

The Many Shades of ESG Integration: A Survey of U.S. Equity ESG ETFs

In this piece, Sage examines the 24 largest U.S. equity ESG ETFs and illustrates why it’s important to take an active approach in evaluating them.

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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

5 Ways the Pandemic Has Changed Our Lives for the Better

June 9, 2021 — Sage President & CIO Bob Smith recounts some of the pandemic’s silver linings he discussed at the Responsible Asset Owners Symposium.

Negative Yields? A Tsunami of Liquidity is Pressuring the Cash Investor

June 1, 2021 — The wave of cash flooding into bank deposits and money market funds is threatening to test the line in the sand. . . .

Sage Eats: Memorial Day 2021

May 27, 2021 — Although Sage’s traditional Memorial Day BBQ was put on hold for another year due to the pandemic, we wanted to find. . . .

High Yield Bond Fundamentals Improving Despite Record Issuance

May 26, 2021 — High yield corporate bond issuance is up 93% in 2021 – from $106 billion in 2020 to $206 billion year-to-date. Corporate. . . .

A Sustainable Trend: Taking Stock of ESG Performance and Flows

May 14, 2021 — ESG investing evolved from niche to mainstream, and it has become one of the fastest growing areas in investment management over. . . .

Tactical Positioning – Stick with the “Three Rs”

May 11, 2021 — While growth, earnings, and liquidity conditions are expected to remain highly supportive to risk assets, given strong returns this year and. . . .

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