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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. See our podcast page here: https://www.sageadvisory.com/podcasts/
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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 sovere…
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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.…
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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.…
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Sage ESG Research Analyst Andrew Poreda sits down with ESG Research Analysts Emma Harper and Sara Rodriguez to discuss the results of Sage’s 2021 Annual ETF Stewardship Survey. This year’s survey evaluated ETF Sponsors across six areas – proxy voting; company engagement; climate initiatives; stewardship resources; disclosure practices; and diversit…
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Many questions are still unanswered following Winter Storm Uri, which left millions of Texans without power and water for days. Could this disaster have been prevented? Who is responsible? How will we prepare for the next climate-related event? In this episode, Sage interviews Dr. Samantha Montano, an expert in emergency management and author of th…
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Our planet has been recording the warmest years on record and we are increasingly experiencing the adverse effects of climate change. It has been widely recognized that climate change is being triggered by higher levels of greenhouse gases. What can we do about this? In this podcast, Bob Smith and Andy Poreda discuss the importance of reaching net …
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What do Nike, Wells Fargo, and BP have in common? They have all experienced controversy related to environmental, social, and governance (ESG) risks that has affected their brand value. The growth of intangible assets (e.g., brand value), which now comprise 90% of the S&P 500’s total assets, emphasizes the importance of ESG analysis and considering…
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There are over 600 organizations that provide research and analytics about companies' environmental, social, and governance policies and practices. How does Sage distill information in an effective and accessible way? ESG research analysts Emma Harper and Andy Poreda provide insight into how Sage measures sustainability.…
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How does a city's preparedness for climate change-related events stack up to its credit rating? Sage's Nick Erickson and John Sama discuss their analysis of climate change data from Notre Dame's Urban Adaptation Assessment and how the disconnect between climate change preparedness and credit ratings may reveal investing opportunities.…
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How should investors think about the coronavirus and its potential effects on the capital markets? In this podcast, Sage CIO Bob Smith recounts a presentation given by the professor and molecular biologist Dr. Gail Perry-Smith about the novel coronavirus. He also talks with Komson Silapachai, VP of Research and Portfolio Strategy, about how Sage is…
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Sage interviews Ward Bortz, Senior Client Portfolio Manager at Invesco, who discusses the growth of factor investing and what's driving adoption in 2020. This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical events, investment strategy, ri…
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Sage interviews Brandon Kunz, Partner and Portfolio Specialist at Research Affiliates, who discusses what investors can do to prepare for the prospect of a lower-return environment. This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical eve…
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Sage interviews Reva Goujon, Vice President of Global Analysis at Stratfor, who discusses “The Coming Global Inflection Point,” and the changing geopolitical and demographic landscape. This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders on geopolitical …
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Sage interviews Chris Merker, a Director with Private Asset Management at Robert W. Baird & Co., who discusses asset ownership in the United States and "The Five Imperatives of 21st Century Investing." This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featured diverse thought leaders…
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Sage interviews Peter Stone, a UT Austin Computer Science professor, about the evolution of and opportunities in AI and machine learning. Stone is the founder and director of the Learning Agents Research Group (LARG) within the Artificial Intelligence Laboratory in the Department of Computer Science at The University of Texas at Austin. Stone was r…
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Sage interviews Professor Nancy Folbre about the evolution of care work in the U.S. Folbre is the Director of the Program on Gender and Care Work at the Political Economy Research Institute at the University of Massachusetts Amherst and a Senior Fellow of the Levy Economics Institute at Bard College. This podcast was recorded at Sage’s “Perspective…
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Sage interviews Karen Schenone, a Fixed Income Product Strategist at BlackRock, who talks about the growth of bond ETFs, trends in the bond market, and the 3 reasons why institutional investors are increasingly buying bond ETFs. This podcast was recorded at Sage’s “Perspectives on the Future” Conference, a two-day event in Austin, Texas, that featu…
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