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Perspectives on the Future
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2022 Sustainability Report
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2022 Annual ETF Stewardship Report
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The Special Financial Assistance Program Has Arrived
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Insurance Asset Manager
August 2021
Top 100
Read MoreOur 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
2022 Sustainability Report
January 24, 2023 — Sage’s 2022 Sustainability Report provides an in-depth look at our company’s ongoing commitment to sustainability. The report illustrates our dedication to. . . .
Bed, Bath & Beyond: Weaker Demand and Supply Chain Issues Threaten a Mighty Discount Retailer
January 20, 2023 — Following this week’s news of Party City’s bankruptcy filing, we’re taking a closer look at the retail space. Another company we’ve. . . .
The Sage ESG Top 5 — January 19, 2023
January 19, 2023 — Sage’s Senior ESG Research Analyst Andy Poreda provides insight on the top ESG news stories of the week. Included in this. . . .
Party City — Is the Party Over for the US Consumer?
January 18, 2023 — Party City, a popular retailer of party supplies and decorations, has filed for bankruptcy. While Sage was not involved in Party. . . .
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,. . . .
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. . . .