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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Sage did not pay to participate in the directory.

August 2021

Top 100 Insurance Asset Manager

CAMRADATA has released its annual 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

The Hidden Tax Consequences of Owning Municipal Bonds

December 6, 2021 — While tax-exempt municipal bonds are often used as part of a tax-savings strategy, in some instances these bond proceeds can be. . . .

No, 60/40 is Not Dead

December 1, 2021 — A recent trend in commentaries has had some disturbing elements, including suggestions that a traditional 60/40 portfolio no longer provides diversification.. . . .

The More Things Change, the More They Stay the Same

December 1, 2021 — In “A Muni Minute,” Sage explains why recent ratings upgrades for the State of Illinois maybe short-lived and provides an alternative. . . .

ESG Insights Compendium

December 1, 2021 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .

ESG Highlights & Holdings — The Walt Disney Company

November 30, 2021 — The Walt Disney Company is an American multinational media and entertainment conglomerate operating in multiple segments including media networks, studio entertainment,. . . .

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. . . .

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