July 20, 2021

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.

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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.


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

Uncle Sam Wants You! Well, Actually, Just Your Money

October 19, 2021 — Since the dawn of time, governments have relied heavily on the power of taxation to collect money and redistribute it to. . . .

An Innovative Research Approach: Using ESG Integration to Enhance Risk Controls

October 14, 2021 — As the effects of climate change become more prevalent, the potential for unexpected and significant impacts to credit risk has increased. . . .

Not Woke or Greenwashing: ESG Is Just Solid Risk Management

October 14, 2021 — ESG has taken hits from all angles as of late. Whether it be former sustainability leaders going on record to strongly. . . .

Is High Yield Immune to Interest Rate Increases? Not So Fast My Friend…

October 12, 2021 — Is high yield immune to interest rate increases? Not so fast… During periods of rate increases, the duration of high yield. . . .

Three Key Factors to Successful Municipal Portfolio Management

October 4, 2021 — In this piece, Sage discusses three key components of our fixed income investment philosophy: income, price, and volatility.

Delivering Collaborative and Custom Investment Solutions to the Captive Industry

October 1, 2021 — Sage has over 25 years of demonstrated experience in the management of investment portfolios for the captive industry. We operate across. . . .

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