2020 Annual ETF

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. This year’s survey evaluated ETF Sponsors across five areas – proxy voting, company engagement, climate risk, stewardship resources, and disclosure practices. We received a 100% response rate from 14 ETF Sponsors who collectively represent nearly 90% of the U.S. ETF market, including the top four ETF Sponsors – BlackRock, Vanguard, State Street, and Charles Schwab.

Stewardship Survey

2020 Sage 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.

Community Service at Down Home Ranch

Sage plants poinsettias for Down Home Ranch’s annual fundraiser. Down Home Ranch provides people with intellectual and developmental disabilities with social, educational, residential, and vocational opportunities.

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.