Sage Advisory

Our annual Thanksgiving lunch was a blast! In the spirit of giving, we're excited to support the Central Texas Food Bank through a virtual food drive this year. Wishing everyone a joyful and safe holiday season! ?? ??

Sage is pleased to announce that we have been selected as a finalist for the 2024 Insurance Investor North American Awards. We are honored to be recognized in the category of Fixed Income Manager of the Year with Under $100bn in Insurance AUM.?This is a strong reflection of our continued dedication to the insurance industry in the delivery of highly customized and sustainable fixed-income solutions – for entities in both the traditional and alternative risk transfer markets. The winners will be revealed on December 5th, 2024, in NYC! For details: https://lnkd.in/ezTvgxtP ?????? ?????????????????? ???????????????? ???????????? ???????????????????? ?????? ?????? ???????????????????? ???????????????????????? ?????????????? ???? ?????? ?????????? ???????????????? ?????????????????? ????????????????. ???????????????????? ?????? ???????????? ?????????????????????? ???? ?? ???????????? ?????????? ???? ?????????????????? ???????????????? ?????????????????????????? ?????? ???????????????????? ?????????????????????? ???? ??????????????????????/?????????????????? ??????????????????. ???????? ?????? ?????? ?????? ???? ?????????????????????? ???? ?????????? ????????????.

Our team recently spent a rewarding day volunteering at the Central Texas Food Bank! Together, we sorted and packaged meals for those in need. A big thank you to everyone who participated and to the Food Bank for their incredible work! #Volunteering #CommunitySupport #CentralTexasFoodBank

So honored that Sage Advisory and our own Greg Cobb have been recognized as Asset Management Firm and Asset Management Individual of the Year, respectively, in the 2024 Captive International US Awards. This recognition is a strong reflection of our ongoing commitment to the world of alternative risk transfer. Congratulations to all the winners who are making significant contributions to the captive insurance market. #CaptiveInsurance #SustainableInvesting #CICA #ICCIE Read more: https://lnkd.in/gm8rrmZm ?????? ?????????????? ?????????????????????????? ???? ?????????????? ???????????? ???????????????????? ?????? ?????? ???????????????????????? ?????? ?????????????????????? ?????????????? ???? ?????? ???? ?????????????? ???????????? ???????????? ?????? ?????????? ???? ?????? ????????????????. ?????? ?????????????? ?????? ?????????? ?????? ???? ?????? ?????????????? ?????????????????????????? ???????????????????? ?????? ???????????????????? ?????????????????????? ???? ??????????????????????/?????????????????? ??????????????????. ???????? ?????? ?????? ?????? ???? ?????????????????????? ???? ?????? ????????????.

Discover how well ETF sponsors are fulfilling their fiduciary duty to investors! This year's 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! #Stewardship #ETF

On the Money Life podcast with Chuck Jaffe, Sage’s Rob Williams discusses the possibility of a soft landing for the economy, noting that the market may experience increased turbulence as the economy decelerates during the Fed's newly initiated rate-cutting cycle. Listen here: https://lnkd.in/gjWKeBg9