Sage Advisory Podcast
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Sage is an independent asset management firm based in Austin, TX. Our podcast topics include sustainable investing, market updates, and financial adviser-specific content. We feature both internal and external thought leaders.
Sage Advisory Podcast
3w ago
This podcast episode from "Insuring Tomorrow" features Greg Cobb, Director of Insurance Solutions at Sage Advisory Services, and JD Colbert, Co-Founder of the Sovereign Insurance Association for Native Nations (SIANN). They discuss the intersection of captive insurance with the Native American community, emphasizing the unique role of tribal sovereignty in creating insurance solutions tailored to Native Nations' needs ..read more
Sage Advisory Podcast
2M ago
In this podcast we interview Emma Harper, Senior Research Analyst, about The Sage Sustainable 50, an annual list of the most sustainable companies in the US bond market, based on the Sage ESG Leaf Score® methodology ..read more
Sage Advisory Podcast
2M ago
The insurance industry is at a turning point. In an era where climate change and environmental responsibility are at the forefront of global conversations, the insurance industry is taking center stage. Welcome to “Insuring Tomorrow,” a series of podcasts where we take a deeper dive into the world of insurance and evolving trends in sustainability. In this episode, we talk with Greg Cobb, head of insurance solutions at Sage Advisory ..read more
Sage Advisory Podcast
2M ago
Sage's Lily Tu talks with CIO Bob Smith and Senior ESG Research Analyst Emma Harper about how Sage integrates ESG analysis into bond portfolios, the differences between ESG and impact, and how ESG integration can enhance financial outcomes ..read more
Sage Advisory Podcast
2M ago
In this quarterly market review and outlook, Sage’s Michael Walton and Thomas Urano discuss inflation, the Fed’s policy response, and fixed income portfolio positioning. Michael leads Sage’s Business Development Team, and Thomas is the Head of Portfolio Management ..read more
Sage Advisory Podcast
2M ago
In this podcast, Sage's Michael Walton and Thomas Urano discuss the dynamics that have played out in markets over the last six months and Sage's outlook for the second half of the year ..read more
Sage Advisory Podcast
2M ago
Sage President Bob Smith and Sr. Research Analyst Andy Poreda discuss the top ESG news stories of the week. Included in this week’s Top 5 are new U.S. solar initiatives, the continued crackdown on greenwashing, and ESG options in retirement plans ..read more
Sage Advisory Podcast
2M ago
Sage Managing Partner Michael Walton and Thomas Urano, who leads the Portfolio Management Team, talk about “the perfect storm” that caused one of the all-time worst quarters for the bond market. They discuss the three things that need to happen to get inflation under control and how Sage is positioned given the near-term outlook ..read more
Sage Advisory Podcast
2M ago
For this episode of the Sage ESG Podcast, Bob Smith, President and Chief Investment Officer at Sage sat down with Dan Romito, Partner at Pickering Energy Partners to discuss the energy transition ..read more
Sage Advisory Podcast
2M ago
Sage ESG Research Analysts Sara Rodriguez and Emma Harper sit down to discuss how Sage evaluates climate risk to align with the goals set at COP26 this past fall ..read more