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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February 2022

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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December 13, 2021

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.

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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 Best Time to Purchase Muni Bonds Since 2013

May 20, 2022 — Timing is everything and there has not been a better time to buy municipal bonds in almost a decade. The following. . . .

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. . . .

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