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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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.

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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

Impact Bonds Make a Comeback

August 16, 2022 — New issuance of green, social, and sustainability bonds markedly declined in the first half of 2022 due to the invasion of. . . .

Investment Implications for Taft-Hartley Plans that Qualify for ARP Financial Assistance

As part of the American Rescue Plan Act of 2021 (ARP), distressed Taft-Hartley plans may qualify for a Special Financial Assistance (SFA) Program with no. . . .

The Misguided Vilification of ESG

August 11, 2022 — Comments made in recent weeks by political leaders illustrate that the real problem with ESG is not the tenets of ESG. . . .

The Sage ESG Top 5 — Week of August 11

August 11, 2022 — Sage’s Senior ESG Research Analyst Andrew Poreda provides insight on the top ESG news stories of the week. Included in this. . . .

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. . . .

“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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