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.Read More
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.Read More
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.Read More
In Our Industry,
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.SEE FOR YOURSELF
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.
Infrastructure Investment & Jobs Act: Patching Potholes
November 22, 2021 — Last Monday, President Biden signed into law the $1.2 trillion Infrastructure Investment and Jobs Act (IIJA), which includes $550 billion of. . . .
Thanksgiving Video 2021
We hope everyone has a wonderful Thanksgiving and start to the holiday season!
The Forecast for Fixed Income Returns – Better Than You Might Expect
November 10, 2021 — We have reached a pivotal point in both the economic and monetary policy cycle, and uncertainty for fixed income is high.. . . .
ESG Insights Compendium
November 1, 2021 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .
The Case for Nuclear Power
October 28, 2021 — With a predictably challenging winter ahead, we may need to reconsider relying on renewables to save the day. Could nuclear power. . . .
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. . . .