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.Read More
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.Read More
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Insurance Asset Manager
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.Read More
Sage Sustainable 50
In a world of equity-based ESG lists, Sage Advisory presents the Sage Sustainable 50 from a fixed income perspective. We assessed the inherent ESG risks of over 1,200 bond issuers of U.S. dollar-denominated debt, providing a top 50 list of leaders of ESG practices.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.
Sage Stewardship Policy
This report outlines Sage’s approach to stewardship, including our engagement policy and commitment to industry initiatives. Sage’s Stewardship Policy represents current practices in how the. . . .
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,. . . .
Fixed Income Outlook in 5 Charts
May 12, 2022 — Inflation continues to climb and the market is pricing in a higher terminal federal funds rate — where do the opportunities. . . .
The Sage ESG Top 5 — Week of May 5
May 5, 2022 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Between a Desert and a Dry Place
May 5, 2022 — To understand the challenges facing Las Vegas, it helps to know where its water comes from, how it is stored, and. . . .
A Muni Minute: Tit-for-Tat
May 4, 2022 — Municipal investors often sift through various issues that include underfunded pensions, a lack of market liquidity, and inconsistent financial disclosure. However,. . . .