Sage did not pay to participate in the directory.

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.

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.

2021 Annual ETF Stewardship Survey

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.

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.

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.