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.

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What’s in a name?

When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

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Annual Sustainability Report

Sage’s 2023 Sustainability Report provides an in-depth look at our company’s unwavering commitment to sustainability. The report illustrates our dedication to responsible business practices that support our efforts to create a positive impact across our operations and beyond.

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Sage's LinkedIn Weekly Fixed Income Market Commentary

Notes From the Desk

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

Responsible Investing ETFs: Here for the Long Term

September 12, 2024 — In 2024, the Responsible Investing (“RI”) ETF space has navigated a dynamic and complex landscape, marked by significant shifts in investor. . . .

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Heavy Summer Bond Issuance By Texas School Districts Creates Value Opportunity For Municipal Investors

September 11, 2024 — In Texas, heavy population inflows over the last several years have created significant infrastructure needs throughout the state, particularly for new. . . .

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Is the Labor Market Weak Enough to Warrant a 50 Basis Point Fed Cut?

September 9, 2024 — Last week, the long-awaited labor data showed a weakening labor market, but didn’t give clear signals for the Fed to cut. . . .

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Re-imagining the US Maritime Industry

September 6, 2024 — Maritime shipping, shipbuilding, and port infrastructure are seen by many nations around the globe as key strategic areas to address for. . . .

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Responsible Investing Compendium

September 1, 2024 — 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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The Dash from Cash

August 28, 2024 — Over the past two years, money market investors have benefitted from higher returns with little risk. But with the Federal Reserve. . . .

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