September 21, 2022

2022 Annual ETF Stewardship Report

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. We received responses from 23 ETF Sponsors that collectively manage approximately $37 trillion in total assets and represent roughly 80% of global ETF AUM.

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March 31, 2022

2021 Corporate Social Responsibility Report

Sage’s 2021 Corporate Social Responsibility (CSR) report provides an in-depth look at our company’s ongoing commitment to sustainability.

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The Special Financial Assistance Program Has Arrived

Learn about how Sage can help Taft-Hartley Plans that qualify for financial assistance under the American Rescue Plan Act.

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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.

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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

Identifying Value Opportunities Amid Struggling Municipal Hospitals

October 5, 2022 — It has been a rough couple of years for US hospitals, having navigated the front lines of the Covid-19 pandemic and. . . .

The Sage ESG Top 5 — Week of September 30

September 30, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .

How Much Cushion Does Fixed Income Provide?

September 21, 2022 — The long-awaited September FOMC statement and summary of economic projections arrived, and it met the expectation coming with a “hawkish” 75. . . .

2022 Annual ETF Stewardship Report

September 21, 2022 — Each year, Sage surveys providers of exchange-traded funds (ETFs) to determine how well they are performing their fiduciary duty on behalf. . . .

Brighter Return Prospects Despite Rate Volatility — Fixed Income Outlook in 5 Charts

September 19, 2022 — The market is currently pricing in the Fed to raise rates by an additional 175 bps through the end of 2022. . . .

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,. . . .

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