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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February 2022

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

2022 ESG Half Time Report

July 5, 2022 — Throughout most of this year, ESG-related investment strategies have come under heavy public scrutiny because of their association with the notion. . . .

Cracks are Forming in High Yield – Will it Lead to Credit Breaking?

June 27, 2022 — Just six months into 2022, the tone of conversation about risk assets has taken a turn for the worse. Equity markets. . . .

From the Top — Where are we headed for the 2H?

June 23, 2022 — Sage’s Komson Silapachai discusses the outlook for inflation, Fed policy, economic growth, and asset pricing for the second half. See our. . . .

The Sage ESG Top 5 — Week of June 13

June 13, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .

ESG Highlights & Holdings — Air Products and Chemicals

June 13, 2022 — Air Products and Chemicals, Inc. is an essential provider of industrial gases, and related equipment and applications serving dozens of industries. . . .

A Good Time for Municipals

June 6, 2022 — Municipal bonds remain one of the strongest credit quality asset classes, making now the best time to buy. Listen as Rob. . . .

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