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!

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.

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.

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.

Sage's LinkedIn Weekly Fixed Income Market Commentary

Notes From the Desk