Sage Advisory Services is a privately owned and independent investment management firm located in Austin, Texas, with over $27 billion of AUM/AUA. We are a fixed-income specialist focusing on low-to-moderate-beta fixed income portfolios, multi-asset solutions, and sustainable investing overlays. The insurance industry represents our largest corporate line of business and includes 65 relationships (commercial/alternative risk) operating in 23 domiciles (domestic/offshore). Across this base, we manage highly customised portfolios for liquidity, reserve, and surplus pools of risk. As an award-winning firm in the insurance space, we have assembled an insurance-dedicated service team to meet the unique and nuanced needs of the industry.
The day-to-day complexity of managing investment portfolios for insurance companies far exceeds that of most institutional mandates. Investment activities can have enterprise-wide impact, and at any one point in time, may be skewed to the satisfaction of financial directives, actuarial considerations, specific tax strategies or regulatory alignment. As such, your investment team must be fully aware of the skew and manage portfolios accordingly. In addition, industry-specific accounting and regulatory reporting requirements add another layer of complexity to the overall investment process. Given the sum of these complexities, we view each insurance relationship as truly unique, more collaborative in nature, and in the end, as a true “strategic partnership” in pursuit of more robust enterprise-wide solutions.
Key elements include:
• Award-winning investment manager in the insurance space
• Support of all enterprise-wide initiatives
• Asset / Liability Management
• Dynamic risk-budgeting and risk-management applications
• Management of liquidity, reserve, and surplus mandates
• Highly customised portfolio solutions
• Core fixed-income coupled with multi-asset income strategies
• Deep focus on sustainable investing and impact reporting
• Industry-dedicated relationship management team
• Engagement with associations, rating agencies, and regulators
• Educational endeavours with boards, senior management, and staff
• Cost-effective delivery of services