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.

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2024 Captive International US Awards

WINNER

Asset Management Firm, Sage

WINNER

Asset Management Individual, Greg Cobb

𝘛𝘩𝘦 𝘊𝘢𝘱𝘵𝘪𝘷𝘦 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘜𝘚 𝘊𝘢𝘱𝘵𝘪𝘷𝘦 𝘈𝘸𝘢𝘳𝘥𝘴 𝘳𝘦𝘤𝘰𝘨𝘯𝘪𝘻𝘦𝘴 𝘵𝘩𝘦 𝘵𝘰𝘱 𝘪𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘴 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘪𝘯 𝘵𝘩𝘦 𝘜𝘚 𝘤𝘢𝘱𝘵𝘪𝘷𝘦 𝘮𝘢𝘳𝘬𝘦𝘵 𝘢𝘤𝘳𝘰𝘴𝘴 𝘢𝘭𝘭 𝘱𝘢𝘳𝘵𝘴 𝘰𝘧 𝘵𝘩𝘦 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺. 𝘛𝘩𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘢𝘳𝘦 𝘷𝘰𝘵𝘦𝘥 𝘧𝘰𝘳 𝘣𝘺 𝘵𝘩𝘦 𝘊𝘢𝘱𝘵𝘪𝘷𝘦 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘳𝘦𝘢𝘥𝘦𝘳𝘴𝘩𝘪𝘱 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦𝘭𝘺 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘰𝘧 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱/𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘪𝘯𝘧𝘭𝘶𝘦𝘯𝘤𝘦. 𝘚𝘢𝘨𝘦 𝘥𝘪𝘥 𝘯𝘰𝘵 𝘱𝘢𝘺 𝘵𝘰 𝘱𝘢𝘳𝘵𝘪𝘤𝘪𝘱𝘢𝘵𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘢𝘸𝘢𝘳𝘥𝘴.

Hands,,Plants,And,Growth,With,People,Or,Team,,Business,And

2024 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. The sixth annual Sage Stewardship Survey evaluated 21 ETF sponsors across six key areas: proxy voting, company engagement, stewardship resources, climate initiatives, diversity, equity, and inclusion (DEI), and governance. Find out which types of sponsors are leading the way and how they stack up in these critical categories!

What’s in a name?

When Sage was being formed over a quarter of a century ago, our founders wanted to establish a firm with a clear purpose. At a recent town hall meeting, President Bob Smith delivered a short history of how Sage’s name came to be.

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Annual Sustainability Report

Sage’s 2023 Sustainability Report provides an in-depth look at our company’s unwavering commitment to sustainability. The report illustrates our dedication to responsible business practices that support our efforts to create a positive impact across our operations and beyond.

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Sage's LinkedIn Weekly Fixed Income Market Commentary

Notes From the Desk

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

Sage Evaluates Sectors for Sustainability Risks and Opportunities

February 19, 2025 — In this report, we provide Sage Leaf Scores for each of the 11 sectors in the Global Industry Classification Standard (GICS).. . . .

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Sage’s Leaf Score Evaluation

The Sage Leaf Score proprietary framework assigns each fixed income issuer a score from 1 to 5 leaves, where one-leaf issuers are considered sustainability laggards. . . .

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The Power of Trade: Why the U.S. Uses Tariffs as a Negotiation Tool

February 10, 2025 — As trade wars and tariffs dominate the early days of President Trump’s second term, a closer look at the broader landscape. . . .

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From Wildfires to Travel Disruptions: The Growing Appeal of Parametric Insurance

February 5, 2025 — With wildfires still raging across California, discussing the long-term implications of this ongoing catastrophe — and the ones that came before. . . .

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Securitizing AI: The Role of Data Center ABS & CMBS

February 3, 2025 — Artificial intelligence (AI) is the defining technological shift of this era. Given the rapid adoption across the global economy, AI’s computational. . . .

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Responsible Investing Compendium

February 1, 2025 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .

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