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.

November 8, 2023

2023 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 19 ETF Sponsors that collectively oversee more than $28 trillion USD in assets.

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Sage's LinkedIn Weekly Fixed Income Market Commentary

Notes From the Desk

Volunteering at RED Arena

Sage volunteers at RED Arena, a nonprofit organization that offers equine assisted therapies. We are proud to support them in their mission to empower individuals with disabilities through horses!

Sage Colors Day

We had our annual Colors Day party in the Sage backyard to kick off college football! We had a great time getting together to see everyone show off their school spirit and chant their fight songs.

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

Captives in 2023: growing diversity & innovation

December 6, 2023 — Greg Cobb of Sage Advisory Services shares his thoughts on what remains a hard market and the investment challenge.

The Most Wonderful Time of the Year . . . for Munis

December 5, 2023 — The holiday season coincides with a seasonal pattern in the municipal market that provides a sound basis for putting money to. . . .

Fedspeak Lifts Markets

December 4, 2023 — Last week’s data releases signaled continued slowing inflation, and commentary from key FOMC members suggests that the Fed is prepared to. . . .

ESG Insights Compendium

December 1, 2023 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .

The Sage ESG Top 5 — November 30, 2023

November 30, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .

Issuance and Inflation Concerns Abate, Providing Relief for Bonds — Fixed Income Outlook in 5 Charts

November 22, 2023 — Bond markets found some relief in recent weeks as the Treasury’s bond issuance calendar signaled their intention to slow the pace. . . .

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