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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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

Re-imagining the US Maritime Industry

September 6, 2024 — Maritime shipping, shipbuilding, and port infrastructure are seen by many nations around the globe as key strategic areas to address for. . . .

Responsible Investing Compendium

September 1, 2024 — The following is a comprehensive list of Sage’s research pieces segmented by subject category, including environmental, social, governance, fixed income, ETFs,. . . .

The Dash from Cash

August 28, 2024 — Over the past two years, money market investors have benefitted from higher returns with little risk. But with the Federal Reserve. . . .

The Time Has Come

August 26, 2024 — Last week Fed Chair Jerome Powell made his long-awaited remarks at the Fed’s annual Jackson Hole Economic Symposium, where he solidified. . . .

The Pitfalls of Predicting Market Returns: Analyzing Capital Market Assumptions Over the Past Decade

August 23, 2024 — Consultants and asset managers use capital market assumptions (CMAs) to inform their expectations for asset returns and risks and to guide. . . .

Clean Energy in America: The Inflation Reduction Act Turns Two

August 22, 2024 — When the Inflation Reduction Act (IRA) was signed into law by President Biden two years ago, many were hailing the “Green. . . .

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