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Letter From The CIO


 

Dear Clients and Friends,

We are proud to announce that Sage Advisory has been recognized as the “ETF Strategist who provides the Best Global Insight” at the 13th Annual Global ETF Awards®, hosted by Exchange Traded Funds. This is a first-time win for Sage, and we are honored to be recognized in this way by our global peers.

With a crowded investment landscape and an increasing numbers of ETF products and services, we are particularly pleased to have captured this distinction, in which winners are identified based on a survey of over 1,250 institutions globally, including RIAs, pension plans, investment managers and insurance companies, among others. With a strict process to ensure voting exclusively by industry participants, this award win validates our commitment to excellence as a leading ETF strategist and asset manager, and reinforces our two decades of exceptional service, outcomes and insight.

At Sage, we are not only upholding our status as a leading asset manager, but also innovating and expanding our services to meet market and client demands. This includes the rollout of three ESG portfolios, including a global equity portfolio focused on ETF allocations.

We continue to draw attention for our asset allocation and market perspectives, evidenced by ETF.com’s recent Q&A featuring our Managing Director Rob Williams, where he discusses the benefits of tactical investing, the outlook for fixed income markets and more.

As Sage wins recognition from our peers and the larger investment community, we want to thank you for your business and continued support, and look forward to more great news in the months and years to come.

Sincerely,

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Robert G. Smith, III
President & CIO